Exec Edge hosted a fireside chat at the ICR Conference 2026 with Noah Glass, founder and Chief Executive Officer at Olo. The in-person interview was joined by Editor-in-Chief John Jannarone, and they discussed the advantages for Olo of having been acquired by leading PE firm Thoma Bravo in a take-private deal last year, the company’s acquisition of Spendgo, an industry loyalty platform for restaurants and the creation of “Olo Loyalty”, among other topics. About Noah Glass Noah Glass is the founder and CEO ...

Exec Edge hosted a fireside chat at the ICR Conference 2026 with Raymond Howard, Co-Founder and Chief Revenue Officer at Ziosk. The in-person interview was joined by Editor-at-Large Jarrett Banks, and they discussed how the brands that are winning are using Ziosk to drive guest satisfaction and operational efficiency, how Ziosk Intelligence is turning data into actionable insights for operators, among other topics. About Raymond Howard Raymond Howard is Chief Revenue Officer and co-founder of Ziosk, the l ...

Question-and-Answer SessionA regular routine for you. So glad to have you. Well, I figured maybe it might be helpful just to start on the broader market, the lay of the land on the restaurant tech side. I think what we've seen is a lot of conflicting data points in the restaurant world in terms of same-store sales being very healthy, driven by price, but traffic hasn't been that great, at least watching a lot of the fast casual and quick service names. So maybe you could just step back and talk a little bit ...

We came across a bullish thesis on Toast, Inc. on The Cash Flow Compounder’s Substack. In this article, we will summarize the bulls’ thesis on TOST. Toast, Inc.'s share was trading at $36.20 as of January 12th. TOST’s trailing and forward P/E were 82.27 and 28.74 respectively according to Yahoo Finance. Toast, Inc. operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally. TOST is emerging as a high-conviction compounder withi ...

US-based restaurant technology platform Lunchbox has partnered with OPA! to launch a different model for marketplace ordering. Through the collaboration, restaurants using Lunchbox can now be listed on OPA!’s commission-free marketplace. Customers can order directly from participating brands, earn and redeem loyalty points, and experience the same branding they would see on a restaurant’s own app or website, Lunchbox said in a statement. Orders placed on OPA! are fed directly into Lunchbox’s API instea ...

Financial Data and Key Metrics Changes - The company has undergone significant transformation over the past two years, focusing on restaurant and retail sectors, moving away from banking and ATM businesses [4][6] - The company celebrated its 100th anniversary as a publicly traded entity, highlighting its long-standing presence in the market [4] Business Line Data and Key Metrics Changes - NCR Voyix positions itself as a leader in platform-powered technology solutions for unified commerce, emphasizing end-to-end payment capabilities and integration of various solutions [3][4] - The company has introduced a new suite of products built on a single platform for both restaurant and retail sectors, enhancing its service offerings [6][21] Market Data and Key Metrics Changes - The company has established a six-year exclusive agreement with Chipotle to adopt new technology, indicating strong market demand for innovative solutions [18][82] - The company serves a diverse client base, including large multinational brands, mid-market growth brands, and smaller clients through indirect channels [82] Company Strategy and Development Direction - The company is focused on operational discipline and execution, aiming to improve its "say-do ratio" to enhance predictability for customers [12][14] - A customer-centric culture is being cultivated, with a commitment to treating every customer as the most important [16][20] - The company is leveraging AI capabilities to accelerate solution development and enhance operational efficiency [28][44] Management's Comments on Operating Environment and Future Outlook - The management anticipates continued pressure on restaurant margins due to low consumer sentiment and high operational costs, emphasizing the need for innovation and efficiency [35][87] - The company believes that focusing on customer experience and hospitality will be crucial for growth and differentiation in the industry [88][92] Other Important Information - The company is witnessing a significant shift towards AI adoption in the restaurant industry, with a focus on self-service technologies and autonomous decision-making systems [46][61] - Data is categorized into three buckets: customer data, operational data, and business data, which are essential for enhancing customer experiences and operational efficiency [67][79] Q&A Session Summary Question: What is the company's view on the state of the consumer today? - The company notes that consumer sentiment is low, and raising prices without innovation may lead to customers trading down to cheaper options [85][87] Question: How is the company leveraging AI in its operations? - The company is using AI for various applications, including marketing, staff training, and operational decision-making, with a focus on enhancing efficiency and customer experience [44][46][61] Question: What are the main takeaways for the industry this year? - The company emphasizes its long history, commitment to customer-centric solutions, and the introduction of innovative products as key messages for the industry [102][104]

NCR Voyix (NYSE:VYX) FY 2026 Conference January 13, 2026 01:30 PM ET Company ParticipantsLiz DiTrapano - Co-Lead, Restaurant TeamBenny Tadele - EVP and President of Restaurant BusinessLiz DiTrapanoAll right, we are going to go ahead and get started. Thank you for joining us today. My name is Liz DiTrapano. I co-lead the Restaurant Team at ICR, and I am thrilled to be joined by Benny Tadele of NCR Voyix this evening or this afternoon. Let's start with some quick introductions. You've had a long career in thi ...

Financial Data and Key Metrics Changes - The company has undergone significant transformation over the past two years, focusing on the restaurant and retail sectors, moving away from its previous banking and ATM business [3][5] - The company celebrated its 100th anniversary as a publicly traded entity, highlighting its long-standing presence in the market [3] Business Line Data and Key Metrics Changes - NCR Voyix positions itself as a leader in platform-powered technology solutions for unified commerce, providing end-to-end payment capabilities and various technology solutions for restaurants [2][5] - The company has introduced a new suite of products built on a unified platform for both restaurant and retail sectors, enhancing its service offerings [5][19] Market Data and Key Metrics Changes - The company serves close to 50% of the top 100 global restaurant brands, indicating a strong market presence [22] - There is a growing demand for self-service solutions, with a notable increase in customer preference for kiosks, leading to higher ticket values [46][48] Company Strategy and Development Direction - The company emphasizes a customer-centric approach, focusing on operational discipline and execution to enhance predictability for customers [10][12] - NCR Voyix aims to leverage AI capabilities to accelerate solution development and address operational efficiency challenges faced by restaurants [20][42] Management's Comments on Operating Environment and Future Outlook - The management acknowledges ongoing pressures on restaurant margins due to low consumer sentiment and high operational costs, emphasizing the need for innovation and efficiency [34][85] - The company anticipates that the demand for technology solutions that enhance operational efficiency and customer experience will continue to grow [41][92] Other Important Information - NCR Voyix has established a six-year exclusive agreement with Chipotle to adopt its next-generation technology, showcasing its commitment to innovation [16][80] - The company has a diverse client base, ranging from large multinational brands to mid-market and smaller clients, indicating a broad market appeal [80] Q&A Session Summary Question: What is the state of the consumer today? - The management notes that consumer sentiment remains low, and restaurants must focus on innovation and operational efficiency to attract customers [83][85] Question: How is the industry using AI? - AI is being utilized across the industry, with a shift from simplistic AI to more advanced applications, including self-service kiosks and voice AI for order accuracy [42][51] Question: What are the main takeaways for the industry this year? - The company emphasizes its long history, commitment to customer service, and the introduction of new technology solutions as key messages for the industry [99][101]

PAR (NYSE:PAR) FY Conference January 13, 2026 11:00 AM ET Company ParticipantsSavneet Singh - CEOConference Call ParticipantsNone - AnalystMayank Tandon - AnalystMayank TandonHello, everyone. My name is Mayank Tandon. I cover fintech at Needham. I'd like to welcome PAR to our conference, Savneet Singh, the CEO, and Chris Byrnes, Head of Investor Relations. Savneet, thank you for joining us.Savneet SinghThank you for having us.Mayank TandonThis is a regular routine for you, so glad to have you. Well, I figur ...

Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same can be downloaded here. The Harbor Capital Appreciation Fund primarily focuses on investing in equity securities, targeting U.S. companies that have a market capitalization of at least $1 billion at the time of investment. US equities delivered solid results in the third quarter, driven by continued momentum in AI and strong corporate earnings. The Federal Reserve’s interest rate cut ...