Toast discloses dependency on third-party hardware manufacturers without long-term agreements

{
  "signal_id": "93feee78-b96a-4acd-ae11-efcbf4ee6815",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-02-24T09:29:15.506+00:00",
  "company": {
    "name": "Toast",
    "domain": "toasttab.com"
  },
  "data": {
    "detail": "The company relies on external partners for its restaurant-grade hardware and key components, and the stated lack of long-term agreements creates significant supply chain and operational risk. This could impact their ability to onboard new customers and service existing ones if supply is disrupted.",
    "summary": "Toast discloses dependency on third-party hardware manufacturers without long-term agreements",
    "excerpts": "We depend upon third parties to manufacture our hardware products and to supply key components necessary to manufacture our hardware products. We do not have long-term agreements with all of our manufacturers and suppliers, and if these manufacturers or suppliers become unwilling or unable to provide an adequate supply of components, we may not be able to find alternative sources in a timely manner and our business would be impacted.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1650164/000165016426000057/tost-20251231.htm",
    "filing_date": "2026-02-18",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "vendors_mentioned": [
      "Amazon Web Services"
    ],
    "technologies_mentioned": [
      "Android"
    ]
  }
}

curl https://signals.autobound.ai/v1/signals/93feee78-b96a-4acd-ae11-efcbf4ee6815 \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"toasttab.com","limit":20}'