Enterprise Software
Toast
30-Second Executive Brief
Executive Assessment
Toast functions as a regional institution within Enterprise Software, backed by 0% sourcing coverage, with accelerating strategic relevance.
- Maintains 2 mapped relationships across the graph
- 0% sourcing coverage across sourced relationships
- Tracked as regional institution within the Enterprise Software category
Executive Snapshot
- Strategic Role
- Regional Institution
- Sourcing Coverage
- 0%
- Ecosystem Influence
- Moderate
- Strategic Momentum
- Accelerating
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 2
- Technology Domains
- 4
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
US restaurant technology and point-of-sale software company that reported Q2 2026 revenue of $1.90 billion (up 23% year-over-year) with GAAP net income of $154 million, adding a record 9,500 new restaurant locations in the quarter; raised full-year 2026 adjusted EBITDA outlook to $805-825 million, with management framing AI as a next engine of growth for deepening restaurant operator relationships.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
1 source
- Investing.com — Earnings call transcript: Toast tops revenue in Q2 2026 but misses on EPSnews
Latest Activity
- FilingToast filed an 8-K (items 2.02,9.01)8-K
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding Toast — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Toast's Timeline
A sourced, dated history of Toast's key moments — founding to present.
Aug 2026 · Q2 2026 revenue reaches $1.90 billion, adds record 9,500 locations
Toast reported Q2 2026 revenue of $1.90 billion, up 23% year-over-year, with GAAP net income of $154 million (up from $80 million a year earlier) and a record 9,500 new restaurant locations added, primarily from its core SMB and mid-market segments, while raising full-year 2026 adjusted EBITDA outlook to $805-825 million.