NYSE$TOST
Toast Inc. · Q4 2022 earnings
Q4 2022 earnings · · Investor relations
Briefing
Toast's Q4 2022 financial results were announced, showcasing durable growth and margin improvement.
Toast reported a 50% year-over-year increase in revenue for Q4 2022, reaching $769 million. The company's ARR grew by 59% to $901 million, and GPV increased by 49% to $25.5 billion. While the company experienced a net loss of $99 million, gross profit saw a significant increase of 116%.
- ARR increased 59% year-over-year to $901 million.
- Gross Payment Volume (GPV) increased 49% year-over-year to $25.5 billion.
- Total locations increased nearly 40% year-over-year to approximately 79,000.
- Revenue grew 50% year-over-year to $769 million.
Headline financials
Revenue & EPS history
Toast · Revenue · Quarterly
$769M
Revenue by segment
Toast · $769M total across 4 segments · Q4 2022
- Financial Technology Solutions$640M+52.0%83.2%
- Subscription Services$95M+75.9%12.4%
- Hardware$27M-12.9%3.5%
- Professional Services$7M+16.7%0.9%
Forward guidance
For the first quarter ending March 31, 2023, Toast expects revenue in the range of $745 million to $775 million and Adjusted EBITDA in the range of $(30) million to $(20) million. For the full year ending December 31, 2023, Toast expects revenue in the range of $3,570 million to $3,660 million and Adjusted EBITDA in the range of $(30) million to $(10) million.
Tailwinds
- Revenue in the range of $745 million to $775 million
- Adjusted EBITDA in the range of $(30) million to $(20) million
- Revenue in the range of $3,570 million to $3,660 million
- Adjusted EBITDA in the range of $(30) million to $(10) million
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2022
+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
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| 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 | — | — | — |
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