Toast (TOST): FY26 Q2 earnings call, Aug 4, 2026
On its Aug 4, 2026 earnings call (FY26 Q2), Toast said 6 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 6 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Toast IQ | Yes | 22 | 23 | ✓ | 92%transcripts from the transcript model | – |
| Agent / Agentic | Yes | 9 | 11 | ✓ | 84%transcripts from the transcript model | – |
| Memory / Chip | Yes | 6 | 7 | ✓ | 57%transcripts from the transcript model | – |
| Local | Yes | 4 | 4 | ✓ | 85%transcripts from the transcript model | – |
| Tariff | Yes | 3 | 4 | ✓ | 67%transcripts from the transcript model | – |
| Share Repurchase / Buyback | Yes | 2 | 2 | ✓ | 56%transcripts from the transcript model | – |
| Resy | No | 0 | 0 | ✓ | 60%transcripts from the transcript model | – |
| Fraud / Theft | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| London | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| Hungry Howie’s | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Preferred | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Instacart | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – |
| Uber Eats | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Voice Ordering | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
4 matches for “Tariff”; 4 quoted, at least 25 words apart.
During the quarter, we received a tariff refund of approximately $10 million that was not contemplated in our Q2 guidance. Based on the current landscape,…
…reflects strong top-line execution, continued discipline across the cost structure, and the tariff refund benefit. Free cash flow was $130 million in the second quarter,…
…be $805 million to $825 million. We strategically chose to reinvest the tariff refund into key growth initiatives and to seed long-term bets. As a…
…on Adam's question there. I understand the incremental investment created by the tariff refund. Seems like the visibility on expenses is better. Building on what…
Where the listed words were said
…software, working together to drive real business outcomes for customers. For example, Toast IQ Grow, our marketing agent, is the fastest-growing product we have ever…
…what Toast can do for customers with AI, from software to an agentic platform that takes on critical work and delivers business outcomes for customers.
…taken. Leveraging earlier generations of our hardware, transitioning certain hardware to lower-cost memory, and opportunistically buying at attractive prices in the spot market to complement…
…vertical playbook that built our restaurant business, product depth, operational expertise, and local go-to-market, is working just as well. In fact, ARR in each of…
…19 million shares for $486 million. Approximately $100 million remains on our share repurchase authorization. We will continue to opportunistically buy back shares based on…
Agents: this page as TSV at /api/v1/appearances/toast:2026-08-04:earnings_call · words: /api/v1/brief?appearance=toast:2026-08-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP