NYSE$TOST

Toast Inc. · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Toast Inc. reported strong Q2 2025 results with revenue growth and profitability.

Toast achieved total revenue of $1.55 billion in Q2 2025, up 25% year-over-year, driven by subscription services and financial technology solutions. The company delivered net income of $80 million and operating income of $80 million. Key operational metrics showed continued expansion with 148,000 locations and $49.9 billion in GPV.

  • Total revenue reached $1.55 billion, a 25% increase from Q2 2024.
  • Net income was $80 million with basic EPS of $0.14.
  • ARR grew 31% year-over-year to $1.928 billion.
  • Gross payment volume increased 23% to $49.9 billion.

Headline financials

Total Revenue

$1.55B

Previous: $1.24B+24.8%
EPS (adj)

$0.14

Previous: $0.02+600.0%
Gross Payment Volume

$49.9B

Previous: $40.5B+23.2%
Annualized Recurring Run-Rate

$1.93B

Previous: $1.47B+30.9%
Net Income

$80M

Previous: $14M+471.4%
Operating Income

$80M

Previous: $5M+1500.0%
Gross Profit

$392M

Previous: $286M+37.1%
Cash & Equivalents

$1.19B

No prior period

Revenue & EPS history

Toast · Revenue · Quarterly

$1.55B

Q2 2025+24.8%vs Q2 2024
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Toast · $1.55B total across 3 segments · Q2 2025

  • Financial technology solutions
    $1.28B
  • Subscription services
    $227M
  • Hardware and professional services
    $47M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.8%

Avg return

Earnings day

-1.4%

Avg return

5 days after

-2.6%

Avg return

30 days after

57%

13 / 23 earnings

Positive

+18.2%

Q1 2022

Best reaction

-25.0%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-14.8%-24.0%-16.2%
Q4 2025+4.6%+5.9%+5.6%
Q3 2025+9.5%+7.1%+0.1%
Q1 2025+11.4%+23.0%+20.1%
Q4 2024+0.7%-9.5%-12.0%
Q3 2024+16.6%+22.7%+20.8%
Q2 2024-5.1%-1.2%+0.8%
Q1 2024+13.8%+13.9%-4.0%
Q4 2023+11.3%+8.1%+16.9%
Q3 2023-12.7%-17.3%-11.7%
Q2 2023+13.8%+18.4%+7.1%
Q1 2023+9.1%+0.7%+13.3%
Q4 2022-25.0%-24.8%-34.1%
Q3 2022+16.1%+15.9%+9.4%
Q2 2021+5.6%+7.4%+18.1%
Q2 2022+6.4%+11.8%+16.1%
Q1 2021-2.7%-7.6%+4.8%
Q1 2022+18.2%+6.5%+18.1%
Q4 2019-0.1%-12.8%+5.9%
Q4 2021-16.2%-23.9%-31.0%
Q3 2021-14.3%-17.5%-36.3%
Q3 2020-14.3%-17.5%-36.3%
Q4 2020-14.3%-17.5%-36.3%
Q2 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro