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Weekly update

Google Gemini, Azure GPU Planning, Toast, CCC's AI Risk

Google•US•Mega CapMicrosoftAmazonCCC Intelligent SolutionsToast
Jun 16, 2026

Toast: Territory Sales Structure, Compensation & Product Bundling Strategy

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Toast•US•Large CapWorldpayGrubhubDoorDashSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Jun 15, 2026

Toast: Marketplace Partnerships, DoorDash Competition & Revenue Share Economics

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Toast•US•Large CapDoorDashUberSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrials
Jun 15, 2026

SpotOn vs Toast: Restaurant POS Support & Customer Economics

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Toast•US•Large CapOpenTableDoorDashBlockSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesFinancials
Jun 12, 2026

SpotOn vs Toast: SMB Restaurant POS Competition & Pricing Strategy

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Toast•US•Large CapBlockDoorDashShift4 PaymentsSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyFinancialsConsumer DiscretionaryCommunication Services
Jun 12, 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
Jun 11, 2026

Toast: Premium Positioning, Customer Service Challenges & Market Share Pressures

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Toast•US•Large CapBlockDoorDashShift4 PaymentsSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyFinancialsConsumer DiscretionaryCommunication Services
Jun 11, 2026

Toast Inc & Restaurant POS: ISO vs Reseller Economics in SMB Competition

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Toast•US•Large CapWorldpayXenialDoorDashBlockFiservSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesFinancials
Jun 3, 2026

Square & Toast: SMB Restaurant Payments and Software Strategy

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Block•US•Large CapToastAirwallexDoorDashFiservSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyFinancialsConsumer DiscretionaryCommunication Services
Jun 3, 2026

Agilysys InfoGenesis: Hotel POS Pricing, Product Capabilities & Toast Competition

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Agilysys•US•Mid CapToastOracleNCR Voyix CorporationSwitching CostsB2B SoftwareInformation Technology
May 26, 2026

Agilysys: IHG Approval Process, Market Positioning & Growth Runway

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Agilysys•US•Mid CapToastOracleSwitching CostsB2B SoftwareInformation Technology
Apr 29, 2026
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Weekly update

TransDigm & PMAs, CCC vs Mitchell Casualty, Toast Gross Churn

ToastHEICOTransDigm Group
Apr 7, 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
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: Cloud Advantage and Enterprise Integrations

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

Toast: POS and Payments Platform Strategy

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

PAR Technology: POS Disruption & Owning the Consumer Relationship

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PARNCR Voyix CorporationToastOloSodexoOracleSwitching CostsB2B SoftwareInformation TechnologyIndustrialsConsumer Discretionary
Jul 7, 2025

Showing 20 of 23 results