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Jun 30, 2022

Toast Q2 2022 Earnings Report

Toast sustained operating momentum with a record number of net new locations and strong revenue growth.

Key Takeaways

Toast reported strong second-quarter results, with revenue growing 58% year-over-year to $675 million. The company added over 6,000 net new locations, and ARR grew 59% year-over-year to $787 million. However, the company's net loss was $54 million compared to net loss of $135 million in Q2 2021.

Total locations increased over 40% year-over-year to approximately 68,000.

Revenue grew 58% year-over year to $675 million.

ARR as of June 30, 2022 was $787 million, up 59% year-over-year.

Gross Payment Volume (GPV) increased 62% year-over-year to $23.3 billion.

Total Revenue
$675M
Previous year: $425M
+58.8%
EPS
-$0.11
Previous year: -$0.65
-83.1%
Gross Payment Volume
$23.3B
Previous year: $14.4B
+61.8%
Annual Recurring Run-Rate
$787M
Previous year: $494M
+59.3%
Gross Profit
$113M
Previous year: $89M
+27.0%
Cash and Equivalents
$697M
Previous year: $376M
+85.4%
Free Cash Flow
-$80M
Previous year: $54M
-248.1%
Total Assets
$1.75B

Toast

Toast

Toast Revenue by Segment

Forward Guidance

For the third quarter ending September 30, 2022, Toast expects to report revenue in the range of $700 million to $730 million and Adjusted EBITDA in the range of $(40) million to $(30) million. For the full year ending December 31, 2022, Toast expects to report revenue in the range of $2,620 million to $2,660 million and Adjusted EBITDA in the range of $(160) million to $(140) million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income