Explore our full content library.
Weekly update
Jun 16, 2026
Google Gemini, Azure GPU Planning, Toast, CCC's AI Risk
Google•US•Mega CapMicrosoftAmazonCCC Intelligent SolutionsToast
Jun 15, 2026
Toast: Marketplace Partnerships, DoorDash Competition & Revenue Share Economics
Jun 15, 2026
Toast: Territory Sales Structure, Compensation & Product Bundling Strategy
Jun 12, 2026
SpotOn vs Toast: Restaurant POS Support & Customer Economics
Jun 12, 2026
SpotOn vs Toast: SMB Restaurant POS Competition & Pricing Strategy
Jun 11, 2026
Square vs Toast: Payment Margins, Software Pricing & Total Cost of Ownership
Jun 11, 2026
Toast: Premium Positioning, Customer Service Challenges & Market Share Pressures
Jun 3, 2026
Square & Toast: SMB Restaurant Payments and Software Strategy
Jun 3, 2026
Toast Inc & Restaurant POS: ISO vs Reseller Economics in SMB Competition
May 26, 2026
Agilysys InfoGenesis: Hotel POS Pricing, Product Capabilities & Toast Competition
Apr 29, 2026
Agilysys: IHG Approval Process, Market Positioning & Growth Runway
Weekly update
Apr 7, 2026
TransDigm & PMAs, CCC vs Mitchell Casualty, Toast Gross Churn
ToastHEICOTransDigm GroupToastHEICOTransDigm Group
Apr 2, 2026
Toast Inc: Customer Success Strategy & Account Management Structure
Apr 2, 2026
Toast: Onboarding Process, Downselling Risk & Retention Metrics
Mar 30, 2026
Toast Inc: Product Attach Strategy, Downselling & Retention Challenges
Mar 30, 2026
Toast Inc: Product Evolution & International Expansion Strategy
Jan 13, 2026
PAR Brink, Olo, and Qu: Positioning in the Restaurant Tech Stack
Partner Interview
PAR•US•Small CapUpserveToastDoorDashSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 8, 2026
PAR Technology: Cloud Advantage and Enterprise Integrations
Partner Interview
PAR•US•Small CapUpserveToastOracleLightspeed CommerceGustoSwitching CostsB2B SoftwareInformation TechnologyDec 30, 2025
Toast: POS and Payments Platform Strategy
Partner Interview
PAR•US•Small CapQuidelOrthoToastOracleDoorDashUpserveLightspeed CommerceSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyHealth CareConsumer DiscretionaryCommunication ServicesJul 7, 2025
PAR Technology: POS Disruption & Owning the Consumer Relationship
Partner Interview
PARNCR Voyix CorporationToastOloSodexoOraclePARNCR Voyix CorporationToastOloSodexoOracleSwitching CostsB2B SoftwareInformation TechnologyIndustrialsConsumer DiscretionaryShowing 20 of 224 results