Toast, Inc.
TOST
Jodie read · what matters now
Revenue increased 21.9% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to TOST, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-08 against the comparable filing from 2025-05-09.
What improved
- Revenue increased 21.9% versus the comparable filing period.
- Operating margin improved 3.5 percentage points.
- Net income increased 125.0% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Three Months ended March 31, (in millions) 2026 2025 Net cash provided by operating activities $ 132 $ 79 Net cash provided by (used in) investing activities (75) 22 Net cash provided (used in) by financing activities (227) 73 Effect of exchange rate changes on cash and cash equivalents and restricted cash — — Net increase (decrease) in cash, cash equivalents, cash held on behalf of customers and restricted cash $ (170) $ 174 Cash, cash equivalents and marketable securities The net decrease in cash, cash equivalents and marketable securities in the three months ended March 31, 2026 was primarily driven by cash used in financing activities of $227 million and cash used in investing activitie...”
“The increase in net cash provided by operating activities during the three months ended March 31, 2026, compared to the same period in 2025, was primarily driven by net income of $126 million during the three months ended March 31, 2026 as compared to a net income of $56 million during the same period last year.”
“The increase in net cash used in investing activities during the three months ended March 31, 2026, compared to the same period in 2025, was primarily driven by an increase in cash paid to purchase marketable securities.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind TOST
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 3 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
TOST is currently a Participant in the organic co-movement group Consumer Tech Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for TOST; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.