Company Performance - Olo Inc. reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, and up from $0.05 per share a year ago, representing an earnings surprise of 16.67% [1] - The company posted revenues of $80.68 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.08%, compared to year-ago revenues of $66.51 million [2] - Over the last four quarters, Olo has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2] Future Outlook - The sustainability of Olo's stock price movement will depend on management's commentary during the earnings call and the earnings outlook for the coming quarters [3][4] - The current consensus EPS estimate for the next quarter is $0.07 on revenues of $81.91 million, and for the current fiscal year, it is $0.31 on revenues of $334.71 million [7] - The estimate revisions trend for Olo is currently mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Olo belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Olo (OLO) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Gary Fuges - Senior Vice President Of Investor RelationsNoah Glass - Founder, CEO & DirectorPeter Benevides - Chief Financial OfficerConnor Passarella - Equity Research AssociateMichael Richards - Equity Research Senior AssociateMax Michaelis - Equity Research AssociatePatrick Mcilwee - Senior Equity Research Associate Operator and gentlemen, greetings, and welcome to the Olo Inc. First Quarter twenty twenty five Earnings Conferen ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $80.7 million, representing a 21% year-over-year increase [14] - Platform revenue was $79.2 million, up 20% year-over-year [14] - Active locations increased to approximately 88,000, adding about 2,000 locations sequentially [15] - ARPU for Q1 was approximately $911, reflecting a 12% year-over-year growth [16] - Gross profit for Q1 was $49.2 million, an 18% increase year-over-year, with a gross margin of 60.9% [17] - Operating income for Q1 was $11.5 million, up from $5.6 million a year ago, with an operating margin of 14.3% [18] - Net income for Q1 was $11.8 million, or $0.07 per share [18] Business Line Data and Key Metrics Changes - The company added approximately 2,000 net new locations in Q1, driven by strong customer deployment activity [15] - Catering Plus and Olo Pay card presence were highlighted as key growth areas, with significant customer signings including Chipotle [4][8] - More than 70 brands are using Olo Order and Olo Pay for digital transactions, indicating strong adoption of the platform [7] Market Data and Key Metrics Changes - The company noted a strong performance in the limited service restaurant segment, with same-store sales gaining share compared to full-service restaurants [22] - The enterprise restaurant segment is expected to be more resilient during economic downturns, benefiting from a trade-down effect in consumer spending [22] Company Strategy and Development Direction - The company is focused on scaling Catering Plus, ramping Olo Pay card presence, and increasing the number of Olo flywheel brands as part of its 2025 priorities [4] - The strategy emphasizes leveraging guest data to enhance customer engagement and drive profitable traffic [45] - The company aims to maintain its competitive edge by expanding its product offerings and enhancing its guest data platform [61][62] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic uncertainties, citing historical resilience during downturns [22] - The company anticipates continued growth in digital ordering and technology deployment among restaurants to improve efficiency [21] - Management highlighted the importance of guest data aggregation as a key competitive differentiator [12] Other Important Information - The company hosted its sixth annual Beyond Four Customer Conference, with record attendance and demonstrations of new capabilities [10] - A new Chief Sales Officer, Parish Chapman, was welcomed to the team, expected to focus on bookings and customer relationships [12][53] Q&A Session Summary Question: What does the Chipotle pilot mean for Catering Plus and Top 25 brands? - Management expressed excitement about the Chipotle pilot, highlighting it as a multimodule win that validates the Catering Plus offering [28][32] Question: Can you provide more details on the gross margin benefit from the cost of revenue adjustment? - Management clarified that the one-time impact was about $1 million, with expectations for gross margins to decrease slightly as the year progresses [33][34] Question: What are customers saying post-Liberation Day regarding input costs? - Management indicated that rising input costs are a challenge, but limited service restaurants are gaining share during economic uncertainty [39][42] Question: How does the company view its competitive positioning? - Management feels confident about its competitive position, noting high gross revenue retention and the mission-critical status of its services [61] Question: What initiatives can be expected from the new Chief Sales Officer? - The new Chief Sales Officer is expected to focus on winning new customers and growing existing relationships, leveraging his extensive industry experience [53]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________ FORM 10-Q _______________________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-40213 Olo Inc. (Exact name of registrant as spe ...

First Quarter 2025 Presentation May 8, 2025 NYSE: OLO Safe Harbor Disclosure The material in this presentation (this "Presentation") regarding Olo Inc. ("we," "us" or the "Company") is for informational purposes only. Statements we make in this Presentation include statements that are considered forward-looking within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act, which may be identified by the use of words such as "anticipates," "believes," "continue," "est ...

Exhibit 99.1 Olo Announces First Quarter 2025 Financial Results Revenue up 21%, ARPU up 12% Year-over-Year New York, New York - May 8, 2025 - Olo Inc. (NYSE:OLO) ("Olo" or the "Company"), a leading restaurant technology provider, today announced financial results for the first quarter ended March 31, 2025. "Olo's first quarter was a strong start to the year, with revenue and non-GAAP operating income exceeding the high-end of our guidance ranges, and an impressive list of new customer deployments and expans ...

Olo Inc. (OLO) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing earning ...

Olo Inc. (OLO) shares rallied 14.8% in the last trading session to close at $7.12. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 0.2% gain over the past four weeks.OLO is benefiting from strong growth in gross merchandise volume, expanded customer base, and expanding product portfolio like Olo Pay and Catering Plus.This company is expected to post quarterly earnings of $0.06 per share in its upcoming report ...

The Zacks Internet-Software Industry is currently in the top 33% of almost 240 Zacks industries and has a plethora of stocks that have made their way onto the Zacks Rank #1 (Strong Buy) list.More intriguing is that several of these highly ranked stocks are trading at very affordable price tags of under $15 a share. Olo – OLOTrading at $6 a share and 19.1X forward earnings, we’ll start with Olo Inc (OLO) . Providing online-ordering technology for restaurants, Olo is expecting high-double-digit EPS growth in ...

Industry Overview - The Internet Software and Services sector is experiencing growth due to increased IT spending on hybrid operating environments and the high penetration of mobile devices, prompting businesses to invest in web-based infrastructure, applications, and security software [1][3] - The Internet Software industry is ranked in the top 37% of Zacks Industry Rank, indicating an expectation to outperform the market in the next three to six months [2] Growth Drivers - The industry is benefiting from the global digital transformation and the rapid adoption of Software as a Service (SaaS), which provides flexible and cost-effective application delivery [3] - There is a growing demand for web-based cybersecurity software due to the need to secure cloud platforms against cyber-attacks, leading to increased demand for performance management monitoring tools [5] Company Highlights Affirm Holdings Inc. (AFRM) - Affirm is projected to achieve revenues between $3.13 billion and $3.19 billion in fiscal 2025, driven by growing active merchant numbers and partnerships with companies like Apple Pay [11] - The expected revenue and earnings growth rates for Affirm are 36.9% and 96.4%, respectively, for the current year, with a short-term price target indicating a potential upside of 112.4% from the last closing price of $40.49 [12][13] Five9 Inc. (FIVN) - Five9 offers intelligent cloud software for contact centers, benefiting from the adoption of AI tools, with a focus on personalized AI agents [14][16] - The expected revenue and earnings growth rates for Five9 are 9.8% and 5.7%, respectively, with a short-term price target suggesting a maximum upside of 190.4% from the last closing price of $23.07 [17] Unity Software Inc. (U) - Unity provides a platform for creating interactive, real-time 3D content across various devices, catering to developers and content creators [18][19] - The expected revenue and earnings growth rates for Unity are -2% and 31%, respectively, with a short-term price target indicating a potential upside of 82% from the last closing price of $19.23 [20][21] Olo Inc. (OLO) - Olo operates an open SaaS platform for restaurants, facilitating digital ordering and payment solutions, enhancing guest experiences [22][23] - The expected revenue and earnings growth rates for Olo are 17.5% and 40.9%, respectively, with a short-term price target suggesting a maximum upside of 62.1% from the last closing price of $6.17 [25] StoneCo Ltd. (STNE) - StoneCo provides financial technology solutions for electronic commerce in Brazil, distributing through proprietary Stone Hubs [26] - The expected revenue and earnings growth rates for StoneCo are 4.1% and -6.7%, respectively, with a short-term price target indicating a potential upside of 90.8% from the last closing price of $11.53 [27][28]