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Jun 11, 2026

Square vs Toast: Payment Margins, Software Pricing & Total Cost of Ownership

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Toast•US•Large CapOpenTableDoorDashBlockShift4 PaymentsSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesFinancials
Apr 2, 2026

Toast Inc: Customer Success Strategy & Account Management Structure

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Toast•US•Large CapPARBlockOpenTableBooking HoldingsSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyFinancialsConsumer Discretionary
Apr 2, 2026

Toast: Onboarding Process, Downselling Risk & Retention Metrics

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Toast•US•Large CapOpenTablePARBlockSwitching CostsB2B SoftwareInformation TechnologyFinancials
Mar 31, 2026

Jonas Club: Private Club Software Moat & Customer Switching Costs

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Constellation Software•CA•Large CapOpenTableCHAPTERSTopicusRoperLumine GroupSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
Mar 30, 2026

Toast Inc: Product Evolution & International Expansion Strategy

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Toast•US•Large CapOpenTablePARBlockSwitching CostsB2B SoftwareInformation TechnologyFinancials
Dec 5, 2023

Yelp vs Google: SMB Ad Agency Perspective

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Yelp•US•Small CapYahooTripAdvisorOpenTableMetaMicrosoftGoogleNetwork EffectsSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation Technology

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