Toast Inc stock kpis
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Revenue by Segment
Breaks down revenue by different business units, revealing which areas are driving growth and where the company might be exposed to risk or opportunity.
Toast’s mix has meaningfully shifted to recurring revenue: subscription and fintech are the clear growth engines powering upgraded guidance and margin expansion, while hardware remains volatile and professional services revenue disappears from the reported mix yet still contributes margin drag. Management’s AI and location momentum supports sustainable ARR-driven profitability, but the strategic inventory build and persistent hardware/pro‑services pressure will weigh on near‑term free cash flow—watch for margin normalization in hardware or permanent cost removal in pro services to lock in the improvement.
TOST Revenue by Segment
| Date | Professional Services | Hardware | Subscription Services | Financial Technology Solutions |
|---|---|---|---|---|
| Sep 30, 2026 | $0.00 | $45.00M | $317.00M | $1.62B |
| Jun 30, 2026 | $0.00 | $48.00M | $290.00M | $1.57B |
| Mar 31, 2026 | $0.00 | $39.00M | $268.00M | $1.32B |
| Dec 31, 2025 | $0.00 | $43.00M | $256.00M | $1.33B |
| Sep 30, 2025 | $0.00 | $44.00M | $244.00M | $1.34B |
| Jun 30, 2025 | $0.00 | $47.00M | $227.00M | $1.28B |
| Mar 31, 2025 | $0.00 | $46.00M | $209.00M | $1.08B |
| Dec 31, 2024 | $0.00 | $48.00M | $200.00M | $1.09B |
| Sep 30, 2024 | $0.00 | $49.00M | $189.00M | $1.07B |
| Jun 30, 2024 | $0.00 | $53.00M | $166.00M | $1.02B |
| Mar 31, 2024 | $0.00 | $51.00M | $151.00M | $873.00M |
| Dec 31, 2023 | $0.00 | $43.00M | $142.00M | $851.00M |
| Sep 30, 2023 | $11.00M | $34.00M | $131.00M | $856.00M |
| Jun 30, 2023 | $8.00M | $41.00M | $121.00M | $808.00M |
| Mar 31, 2023 | $8.00M | $31.00M | $107.00M | $673.00M |
| Dec 31, 2022 | $7.00M | $27.00M | $95.00M | $640.00M |
| Sep 30, 2022 | $7.00M | $27.00M | $90.00M | $628.00M |
| Jun 30, 2022 | $7.00M | $30.00M | $76.00M | $562.00M |
| Mar 31, 2022 | $5.00M | $29.00M | $63.00M | $438.00M |
| Dec 31, 2021 | $6.00M | $31.00M | $54.00M | $421.00M |
| Sep 30, 2021 | $5.00M | $31.00M | $46.00M | $404.00M |
| Jun 30, 2021 | $5.00M | $29.00M | $38.00M | $354.00M |
| Mar 31, 2021 | $3.00M | $21.00M | $31.00M | $227.00M |
