2023 Q2FY23 Investor Presentation

Toast
arc beats above · slides in the middle · loops below · scroll → 5 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

27
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
Corporate mission statement slide.summarize
Open slide detailBeat · Situation & Context
04
summarize
Open slide detailBeat · Situation & Context
05
establish_context
Open slide detailBeat · Situation & ContextLoop · Aha Moment
06
The slide uses a visual map to categorize restaurant operations into distinct functional areas.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
07
The diagram uses a central hub (Toast) with three spokes (Happy Employees, Happy Guests, Restaurant Success) and associated benefits.present_framework
Open slide detailBeat · Solution & ApproachLoop · Aha Moment
08
The slide uses a modular grid layout to represent the breadth of the Toast product suite.present_solution
Open slide detailBeat · Solution & ApproachLoop · Build Up
09
The slide uses a column-based layout to categorize service models and their corresponding technological enablers.present_framework
Open slide detailBeat · Solution & ApproachLoop · Build Up
10
illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Build Up
11
The chart uses concentric circles to illustrate market penetration and total addressable market size.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Why Now
12
The slide uses a split layout with strategic pillars on the left and quantitative performance metrics on the right.summarize
Open slide detailBeat · Evidence & ProofLoop · Why Now
13
transition
Open slide detailBeat · Evidence & Proof
14
The slide uses a simple 2x2-like grid structure to categorize revenue types.present_framework
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
15
The slide uses a stacked bar chart to visualize revenue composition and a table for year-over-year growth metrics.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
16
The chart tracks ARR growth from Q2-22 to Q2-23, highlighting the contribution of Payments and Subscription segments.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
17
The slide highlights a record-breaking performance in location growth.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
18
The slide uses a combination of a bar chart for GPV and a line chart for product adoption percentage.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Before After
19
The chart highlights the shift in gross profit composition, with recurring revenue driving significant growth while one-time costs remain relatively stable.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
20
The slide tracks the company's path to profitability, showing a transition from negative to positive Adjusted EBITDA by Q2-23.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Before After
22
summarize
23
Numbers may not tie due to rounding.analyze_data
24
Numbers may not tie due to rounding.analyze_data
25
Numbers are in $M. Includes a rounding disclaimer.analyze_data
26
Numbers may not tie due to rounding.analyze_data
27
The table reconciles GAAP to Non-GAAP metrics by adding back costs related to hardware, professional services, and non-cash expenses like stock-based compensatianalyze_data