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Toast, Inc. (TOST) Presents at J.P. Morgan 54th Annual Gl...
2026-05-20 · via All Articles on Seeking Alpha

Toast, Inc. (TOST) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 10:00 AM EDT

Company Participants

Elena Gomez - President & CFO
Aman Narang - Co-Founder, CEO & Director

Conference Call Participants

Tien-Tsin Huang - JPMorgan Chase & Co, Research Division

Presentation

Tien-Tsin Huang
JPMorgan Chase & Co, Research Division

My name is Tien-Tsin Huang. Thanks, everybody, for joining. Here to have Toast -- fireside chat with the Toast team. Aman Narang, the CEO and Co-Founder; and of course, Elena Gomez, CFO; and heavy IR team. Thank you all for being here. Always look forward to having this conversation.

Elena Gomez
President & CFO

Thanks for having us.

Aman Narang
Co-Founder, CEO & Director

Thanks for having us, yes.

Question-and-Answer Session

Tien-Tsin Huang
JPMorgan Chase & Co, Research Division

Yes. So a lot to cover. We'll try being efficient. But I thought just to kick it off with a big picture question for you, Aman, thinking about the quarter and what stood out to me, and you spoke with such conviction and confidence about winning AI race and pivoting the company on the AI front. And you talked about revising your priorities and evolving Toast to grow, I wrote down here. To grow a form a software platform to agentic platform. So I was thinking about that and thought you always do a good job on this. Can you explain to me how you would explain that to our restaurant client, especially one that loves Toast as it is today.

Aman Narang
Co-Founder, CEO & Director

Sure, sure. So first off, I think we've been working on our AI evolution, both internally and for customers over the past couple of years. And I'd say as you look at like where we're going versus where we came from, it's really an evolution. At the end