Toast Inc at UBS Global Technology and AI Conference Transcript

Dec 03, 2025 / 03:55PM GMT

Release Date Price: R$46.2 (-9.23%)

Transcript

Unidentified Participant

All right, welcome, everyone. We're so glad to have with us today the team from Toast here in Arizona. Joining us on stage, we have Elena Gomez, who is President and Chief Financial Officer. Also here in Arizona, we have Head of Investor Relations, Emily Woodward.

So thank you to both Emily and Elena for joining us here in Arizona. A few years running now here at the conference. Elena, it's a pleasure to have you up here.

Elena Gomez

Toast Inc - Co-President, Chief Financial Officer

Thanks for having me.

Questions & Answers

Unidentified Participant

All right, great. Let's start it off with 2025 milestones and trends. So 2025 is shaping up to be another strong year for Toast. Your top-line metric, which is recurring gross profit, looks like it's going to be growing at 32%. You're on pace to add more net locations this year than you did last year. Your adjusted EBITDA margins are expanding by more than 600 basis points. That's a lot of accomplishment.

Maybe you could recap some of

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