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0.105, "w": 0.89, "x": 0.102, "y": 0.86 }, "kind": "paragraph", "text": "Note: Global TAM estimate is based on an estimated 22 million restaurant locations globally with greater than $2.6 trillion in revenue (Euromonitor International Consumer Foodservice 2021- Foodservice Value RSP, YoY ex rates, Current Prices). U.S.\nTAM (Total Addressable Market) estimate reflects the expected U.S. restaurant spend on technology in 2024.\n1 SAM (Serviceable Addressable Market) calculated as of S-1 filing. Payments addressable market estimated by multiplying the estimated non-cash restaurant sales for 2021 by the company's then average take rate of 55 basis points measured as a\npercentage of GPV. Toast Capital market opportunity is estimated by multiplying an estimated $29.5B of outstanding U.S. pubic bank's restaurant loans as of March 31, 2020 (S&P Global Market Intelligence, US Banks Disclose Exposure to\nRestaurant Industry Hard-Hit by COVID-19, May 2020), by the average annual rate on small business loans of 1.4% to 7.2% (Federal Reserve Bank of Kansas City, Small Business Lending Survey, June 2021). Business Lending Survey). All subscription\nservices opportunity estimated by multiplying the average annual subscription revenue per location per product by the estimated number of restaurant locations in the U.S.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:21.479+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a4ceef9-5fe3-4199-bb42-69a8e19c989c", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.065, "x": 0.619, "y": 0.708 }, "kind": "paragraph", "text": "Q2 2022 ARR", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:21.479+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd67d6c4-3208-41dd-aeb8-e6aa72ecc8e0", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.06, "x": 0.619, "y": 0.408 }, "kind": "paragraph", "text": "Global TAM", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:21.479+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e12d9b9f-a116-4665-88f3-af26ddec7a18", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.79, "x": 0.102, "y": 0.843 }, "kind": "source-note", "text": "Sources: U.S. Bureau of Labor Statistics, IBISWorld, National Restaurant Association (2021 State of the Restaurant Industry), Freedonia Group.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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