Toast Inc at JPMorgan Global Technology, Media and Communications Conference Transcript

May 19, 2026 / 02:00PM GMT

Release Date Price: MXN401

Transcript

Tien;Tsin Huang

JPMorgan Chase & Co - Analyst

My name is Tien-Tsin Huang. Thanks, everybody, for joining. Here to have Toast -- fireside chat with the Toast team. Aman Narang, the CEO and Co-Founder; and of course, Elena Gomez, CFO; and the Head of the IR team. Thank you all for being here. I always look forward to having this conversation.

Elena Gomez

Toast Inc - Co-President, Chief Financial Officer

Thanks for having us.

Aman Narang

Toast Inc - Co-President, Co-Founder, Chief Operating Officer, Director

Thanks for having us.

Questions & Answers

Tien;Tsin Huang

JPMorgan Chase & Co - Analyst

Yeah. So a lot to cover. We'll try and be efficient. But I thought just to kick it off with a big picture question for you, Aman, thinking about the quarter and what stood out to me. And you spoke with such conviction and confidence about winning the AI race and pivoting the company on the AI front. And you talked about revising

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