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Apr 29, 2026

Agilysys: IHG Approval Process, Market Positioning & Growth Runway

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AgilysysUSMid CapToastOracleSwitching CostsB2B SoftwareInformation Technology
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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

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ToastUSLarge CapPARBlockOpenTableBooking HoldingsSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyFinancialsConsumer Discretionary
Apr 2, 2026

Toast: Onboarding Process, Downselling Risk & Retention Metrics

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ToastUSLarge CapOpenTablePARBlockSwitching CostsB2B SoftwareInformation TechnologyFinancials
Mar 30, 2026

Toast Inc: Product Attach Strategy, Downselling & Retention Challenges

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ToastUSLarge CapPARBlockSwitching CostsB2B SoftwareInformation TechnologyFinancials
Mar 30, 2026

Toast Inc: Product Evolution & International Expansion Strategy

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ToastUSLarge CapOpenTablePARBlockSwitching CostsB2B SoftwareInformation TechnologyFinancials
Jan 13, 2026

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

Partner Interview
PARUSSmall CapUpserveToastDoorDashSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Jan 8, 2026

PAR Technology: Cloud Advantage and Enterprise Integrations

Partner Interview
PARUSSmall CapUpserveToastOracleLightspeed CommerceGustoSwitching CostsB2B SoftwareInformation Technology
Dec 30, 2025

Toast: POS and Payments Platform Strategy

Partner Interview
PARUSSmall CapQuidelOrthoToastOracleDoorDashUpserveLightspeed CommerceSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyHealth CareConsumer DiscretionaryCommunication Services
Jul 7, 2025

PAR Technology: POS Disruption & Owning the Consumer Relationship

Partner Interview
PARNCR Voyix CorporationToastOloSodexoOraclePARNCR Voyix CorporationToastOloSodexoOracleSwitching CostsB2B SoftwareInformation TechnologyIndustrialsConsumer Discretionary
Jun 24, 2025

PAR Technology: How Customers Select Platforms

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PARRestaurant Brands InternationalOracleToastBlockPARRestaurant Brands InternationalOracleToastBlockSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryFinancials
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Weekly update
Apr 27, 2023

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

OloUSSmall CapLifcoAddtechDanaherPARConstellation SoftwareDiplomaHalmaToast
Apr 19, 2023

Olo: Vision, Competition & Innovator's Dilemma

Partner Interview
OloUSSmall CapToastPARSwitching CostsB2B SoftwareInformation Technology

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