Financial Performance - Q1 2025 - Total revenue increased by 21% year-over-year to $80.7 million[40] - Total platform revenue increased by 20% year-over-year to $79.2 million[40] - Non-GAAP operating income was $11.5 million, representing 14% of total revenue, compared to $5.6 million, or 8% of total revenue in the previous year[40] - Average Revenue Per Unit (ARPU) increased by 12% year-over-year to approximately $911[40] - Active locations increased by 8% year-over-year to approximately 88,000, an increase of approximately 2,000 from the previous quarter[40] Key Metrics and Growth - The company has a highly retentive customer base of over 750 brands and 88,000 locations[12] - Dollar-based Net Revenue Retention (NRR) was 111%[34, 40] - Gross Merchandise Volume (GMV) for 2024 reached $29 billion[14] - Gross Payment Volume (GPV) for 2024 was $2.8 billion[14] Market and Strategy - The US food-away-from-home market is a $1.5 trillion+ industry with increasing digital transactions[12, 16] - Olo's three product suites create a guest data "flywheel" to help drive profitable traffic through personalization[12] - The company is positioned to accelerate gross profit growth through scaling Olo Pay and ramping newer SaaS solutions[12]

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 ...

Company Overview - Olo Inc. (OLO) shares increased by 14.8% to close at $7.12, driven by notable trading volume, contrasting with a modest 0.2% gain over the past four weeks [1] - The company is experiencing strong growth in gross merchandise volume, an expanded customer base, and a growing product portfolio, including Olo Pay and Catering Plus [1] Earnings Expectations - Olo is projected to report quarterly earnings of $0.06 per share, reflecting a year-over-year increase of 20% [2] - Expected revenues for the upcoming quarter are $77.52 million, which represents a 16.6% increase compared to the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for Olo has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - Olo currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [3] Industry Comparison - Olo is part of the Zacks Internet - Software industry, where Diebold Nixdorf, Incorporated (DBD) also operates [3] - Diebold Nixdorf's consensus EPS estimate for the upcoming report is $0.55, which is a decrease of 53.8% compared to the previous year [4] - Diebold Nixdorf also holds a Zacks Rank of 3 (Hold), indicating a similar neutral outlook within the industry [4]

Group 1 - Speculation regarding a potential acquisition of Olo by Oracle has led to a rise in Oracle's stock price, which increased by over 3% compared to the S&P 500's 0.6% gain [1] - Olo is reportedly exploring a sale and is working with a financial advisor to gauge interest from potential buyers, including Oracle and Toast [2][3] - The situation is still in its early stages, and no official comments have been made by Olo, Oracle, or Toast regarding the potential sale [3] Group 2 - Oracle has a history of acquisitions in the restaurant technology space, having purchased Micros Systems for $5.3 billion in 2014, indicating its capability to pursue similar deals [4] - Olo's market capitalization is approximately $1.2 billion, which may be a significant investment for a buyer without substantial financial resources [4] - The speculation surrounding Olo's potential sale presents an interesting development for investors in Oracle, Toast, and Olo [5]

Industry Overview - The Zacks Internet-Software Industry ranks in the top 33% of nearly 240 Zacks industries, indicating strong performance and potential investment opportunities [1] Company Summaries Olo Inc (OLO) - Olo is trading at $6 per share with a forward earnings multiple of 19.1X [2] - The company anticipates high-double-digit EPS growth in fiscal years 2025 and 2026 [2] - Total sales are projected to increase by 17% this year and by another 18% in FY26, reaching $396.86 million [2] - Earnings estimates show a year-over-year growth of 20% for the current quarter and 40% for the next quarter [3] StoneCo (STNE) - StoneCo is trading at $13 per share, with a sales multiple of under 2X [4] - The stock has a forward earnings multiple of 9.5X and a PEG ratio of 0.36, indicating it is undervalued relative to its growth rate [5] - StoneCo has experienced a remarkable 65% increase year-to-date, outperforming broader market indexes [5] UiPath (PATH) - UiPath is currently trading around $10, significantly down from its IPO price of $65, presenting a potential buying opportunity [8] - The company generates over $1 billion in annual sales and offers a comprehensive automation platform [8] Investment Thesis - The positive trend of earnings estimate revisions for Olo, StoneCo, and UiPath supports the notion that these stocks are undervalued, contributing to favorable P/E valuations [10]

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]

Shares of restaurant technology company Olo (OLO 5.55%) went up on Wednesday after the company reported financial results for the fourth quarter of 2024. As of 12:40 p.m. ET, Olo stock was up about 6%, but it had been up nearly 12% earlier in the day.Olo finishes a record year and sets the tone for 2025There are 86,000 restaurant locations that use Olo's technology -- it started as online ordering, but it offers a variety of services today to meet the needs of restaurant companies. And 2024 was a good year ...

Olo (OLO) Q4 2024 Earnings Call February 26, 2025 03:39 AM ET Company Participants Gary Fuges - Senior Vice President Of Investor RelationsNoah Glass - Founder, Chief Executive Officer and DirectorPeter Benevides - CFOConnor Passarella - Equity Research AssociateMichael Richards - Equity Research Senior AssociateMax Gamperl - Equity Research - Vice President Conference Call Participants Clarke Jeffries - Vice President & Senior Research AnalystEric Martinuzzi - Senior Research AnalystStephen Sheldon - Resea ...

Financial Data and Key Metrics Changes - Total revenue for Q4 2024 was $76.1 million, a 21% increase year-over-year [25] - Full year 2024 revenue reached $284.9 million, up 25% from the previous year [32] - Gross profit for Q4 was $45.2 million, an 11% increase year-over-year, with a gross margin of 59.5% [28] - Non-GAAP operating income for full year 2024 was $32.9 million, up approximately 80% year-over-year [32] - Net income for Q4 was $11.3 million, or $0.06 per share [31] Business Line Data and Key Metrics Changes - Olo's gross payment volume (GPV) increased to $2.8 billion in 2024, up from over $1 billion in 2023 [8] - Active locations reached approximately 86,000, adding about 1,000 net new locations in Q4 and 6,000 for the full year [11][26] - Average revenue per user (ARPU) for Q4 was approximately $878, a 12% increase year-over-year [27] Market Data and Key Metrics Changes - Olo powered $29 billion in gross merchandise volume (GMV) for over 750 brands in 2024 [7] - The company expects to add approximately 5,000 net new locations in 2025, maintaining recent trends [37] Company Strategy and Development Direction - The company aims to ramp Olo Pay card-present functionality, targeting a $130 billion GPV opportunity [20] - Focus on expanding Catering Plus and increasing the number of full Flywheel customers in 2025 [18] - The partnership with FreedomPay is expected to enhance Olo Pay's market reach and transaction processing capabilities [17] Management's Comments on Operating Environment and Future Outlook - Management anticipates continued growth in digital ordering and a need for efficiency amid rising costs and macroeconomic uncertainty [36] - The company expects gross profit growth to accelerate in the second half of 2025, following a tougher comparison in the first half [98] - Management emphasizes the importance of leveraging guest data for personalized marketing to drive profitable traffic [70] Other Important Information - The company ended 2024 with approximately $403 million in cash and investments [33] - Full year 2025 guidance includes revenue expectations of $333 million to $336 million and non-GAAP operating income of $45.5 million to $47 million [35] Q&A Session Summary Question: Can you elaborate on the FreedomPay partnership and its expected impact? - Management indicated that Olo Pay card-present through FreedomPay will be generally available by mid-year, enhancing the ability to sell and deploy Olo Pay broadly [47][49] Question: What strategies are in place to increase module adoption among enterprise customers? - Management noted organic growth in module adoption and highlighted successful expansions with brands like Jack in the Box [52][54] Question: How is the management team currently structured following recent leadership changes? - Management expressed confidence in the current team, particularly with the new CTO, and emphasized the importance of the upcoming Chief Revenue Officer hire [106][109]