Toast, Inc. (TOST) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Core Business Performance - The company has doubled its market share in the U.S. SMB business since its IPO three years ago, now holding 20% of all restaurants in this segment [1] - There is significant momentum in the core business, with a strong focus on maintaining leadership in the market [1] - The company sees tremendous growth opportunities, particularly in its flywheel markets where market penetration is highest [1]