Toast (TOST) Reports Q4 2025 Revenue Growth of 22% to $1.6B. Surpasses $2B in ARR

Toast Inc. (NYSE:TOST) is 1 of the best caller tech stocks to put successful now. On February 12, Toast reported its 2025 net report, which was highlighted by a 33% summation successful recurring gross nett and an expanded adjusted EBITDA borderline of 34%. The institution added much than 30,000 nett locations to its platform, ending the twelvemonth with a full of 164,000 locations and surpassing $2 cardinal successful ARR. In Q4 alone, the company’s gross totaled $1.6 billion, which was a 22.05% betterment year-over-year.

Toast successfully moved into caller markets and expanded its endeavor footprint by signing large brands specified arsenic Applebee’s and Firehouse Subs, alongside a palmy motorboat successful Australia. The institution introduced implicit 500 caller features, including the Toast IQ conversational AI assistant, to heighten level worth and operational efficiency. Despite these gains, the institution noted immoderate headwinds, including higher hardware costs driven by representation spot request and tariffs, arsenic good arsenic a resistance connected SaaS ARR per determination arsenic planetary and endeavor segments proceed to scale.

For 2026, Toast projects recurring gross nett maturation betwixt 20% and 22%, with adjusted EBITDA guidance acceptable astatine $775 to $795 million. Management remains focused connected semipermanent enlargement done R&D investments successful AI and caller merchandise rollouts, specified arsenic a dedicated drive-thru solution.

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Toast Inc. (NYSE:TOST) operates a cloud-based integer exertion level for the edifice manufacture successful the US, Ireland, India, and internationally.

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