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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
Apr 2, 2026

Toast Inc: Product Attach Strategy, Downselling & Retention Challenges

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Toast•US•Large CapPARBlockSwitching CostsB2B SoftwareInformation TechnologyFinancials
Mar 30, 2026

Toast Inc: Product Evolution & International Expansion Strategy

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Toast•US•Large CapOpenTablePARBlockSwitching CostsB2B SoftwareInformation TechnologyFinancials
Mar 30, 2026

PAR Brink, Olo, and Qu: Positioning in the Restaurant Tech Stack

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PAR•US•Small CapUpserveToastDoorDashSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Jan 13, 2026

PAR Technology: Unified Core & Open APIs

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PAR•US•Small CapUpserveQu POSOracleSwitching CostsB2B SoftwareInformation Technology
Jan 13, 2026

PAR Technology: Cloud Advantage and Enterprise Integrations

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PAR•US•Small CapUpserveToastOracleLightspeed CommerceGustoSwitching CostsB2B SoftwareInformation Technology
Jan 8, 2026

Toast: POS and Payments Platform Strategy

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PAR•US•Small CapQuidelOrthoToastOracleDoorDashUpserveLightspeed CommerceSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyHealth CareConsumer DiscretionaryCommunication Services
Dec 30, 2025

Shift4: Processing-Led Expansion, Proprietary POS Stickiness and Global M&A

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Shift4 Payments•US•Mid CapIngenicoAdyenPayPalPARNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Oct 29, 2025

PAR Technology: POS Disruption & Owning the Consumer Relationship

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PARNCR Voyix CorporationToastOloSodexoOracleSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryIndustrials
Jul 7, 2025

PAR Technology: How Customers Select Platforms

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PARRestaurant Brands InternationalOracleToastBlockSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryFinancials
Jun 24, 2025

PAR Technology: Visionary Growth Undermined by Integration Risks

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QuidelOrthoPARSodexoHealth CareInformation TechnologyConsumer DiscretionaryIndustrials
May 9, 2025
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Weekly update

Röko, Berkshire, & Sector-Agnostic Acquirers, Olo, Spirax Sarco, Ashtead

Olo•US•Small CapLifcoAddtechDanaherPARConstellation SoftwareDiplomaHalmaToast
Apr 27, 2023

Olo: Vision, Competition & Innovator's Dilemma

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Olo•US•Small CapToastPARSwitching CostsB2B SoftwareInformation Technology
Apr 19, 2023
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IP Research Analysis

Brink versus Olo: The Competitive End Game

In Practise Weekly Analysis
Olo•US•Small CapPARInformation Technology
Jul 26, 2021

Brink POS, Olo, & A History of Restaurant POS

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Olo•US•Small CapPARGlobal PaymentsInformation TechnologyFinancialsIndustrials
Jul 23, 2021

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