What Toast's latest 10-Q says: 3 signals
Toast filed its latest 10-Q with the SEC on Aug 4, 2026. It discusses board change, inflation impact and platform strategy.
Public (TOST)Restaurants10,000+ employeestoasttab.comLinkedIn
- Filed
- Aug 4, 2026
- Filings
- 2
- Signals
- 8
10-Q · latest 7
What Toast's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 3 signals
Toast board authorizes a $500M increase to its share repurchase program in Feb 2026
The board's approval of a half-billion dollar increase to its buyback program signals immense confidence in the company's financial strength and future cash flow.
$500M
Increase to share repurchase program authorization
Toast cites rising employee-related costs for increased spending across Sales, R&D, and G&A.
Operating expenses for Sales & Marketing (+$15M), R&D (+$10M), and G&A (+$5M) all increased in Q2 2026 vs Q2 2025, with 'higher employee-related costs' cited as the primary driver for each.
$30M
Total Q2 2026 YoY increase in operating expenses across S&M, R&D, and G&A attributed to higher employee costs.
Toast invests $31M in CapEx, including internal software development, in H1 2026
The company spent $31 million on capital expenditures, including the capitalization of internal-use software costs, during the first six months of 2026.
$31M
Capital expenditures in H1 2026
internal-use softwarecloud
- SEC EDGAR
10-Q
Filed · 5 signals
CRO Jonathan Vassil entered a 10b5-1 trading plan to sell up to 612,766 shares
The Chief Revenue Officer established a plan on March 13, 2026, to sell a significant number of shares, expiring in January 2027.
Toast increases capital expenditures by 70% YoY to $17 million in Q1 2026
The increased spending on property, equipment, and capitalized internal-use software indicates investment in scaling infrastructure and internal systems.
$17M
Capital expenditures for Q1 2026
70%
Year-over-year increase in capital expenditures from Q1 2025 ($10M)
internal-use software
CEO Aman Narang entered a 10b5-1 trading plan to sell up to 1,000,000 shares
On March 13, 2026, the CEO and related trusts established a plan to sell a large block of Class A common stock.
General Counsel Brian Elworthy entered a 10b5-1 plan to sell up to 108,000 shares
On February 27, 2026, the General Counsel established a trading plan to sell shares through November 2026.
Showing 7 of 8 filing signals. The Signal API returns all of them.
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Toast earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Prioritizing investment in new markets over short-term margin expansionCFO explicitly stated the company is choosing to reinvest profits into new TAMs (International, Enterprise, Food & Beverage Retail) for long-term growth, expecting 2026 margins to be flat to slightly up. This signals significant, dedicated budget for GTM expansion, product development, and sales hiring in these areas. | |
| Driving significant investment and adoption in new AI platform, Toast IQ.The company is heavily investing in its new AI assistant, Toast IQ, which has already seen rapid adoption. This focus on AI creates opportunities for vendors in AI infrastructure, data analytics, and related services. | |
| Raised full-year outlook after strong Q3 performance and momentum.The company increased its full-year guidance for recurring gross profit and adjusted EBITDA, signaling strong business health and confidence in continued growth, which supports ongoing and future investments. | |
| Committing to upfront investment to build out new growth areas.The CFO explicitly stated the company is making significant upfront investments in product and go-to-market to establish leadership in new segments. This indicates a clear budget and willingness to spend to accelerate growth. | |
| Reports increasing win rates against all major competitorsThe CEO explicitly stated that Toast's win rates are up year-over-year against every major competitor in both quick-service and full-service restaurant segments. This signals strong market momentum and successful competitive execution, making them a formidable force in new deals. | |
| Winning customers frustrated with legacy system reliability and uptimeThe CEO highlighted a customer win (Canlis) that switched to Toast after 'struggling with reliability and uptime' from their previous provider. This is a key pain point Toast is solving and a strong angle for sales teams to use when prospecting against less reliable or legacy competitors. |
Signal API · MCP
Track Toast with the Signal API
One POST /v1/companies/enrich call with toasttab.com returns Toast 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
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","signal_types":["sec-10q"],"limit":20}'Same industry
10-Q at related companies
Questions about Toast 10-Q
When did Toast file its latest 10-Q?
What did Toast disclose in its latest 10-Q?
What did Toast say on its recent earnings calls?
Where can I read Toast's 10-Q filing?
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .