Toast announced a multi‑year partnership with Uber Technologies to deepen integration between its point‑of‑sale platform and Uber’s delivery ecosystem, aiming to help restaurants grow sales and improve guest experience across the United States and Canada.
The partnership will roll out Uber Eats, Uber Direct, and Toast Delivery Services in Canada, and integrate Uber Eats in Ireland and the United Kingdom. Uber will become the preferred food‑delivery marketplace for Toast merchants worldwide.
The companies will build tools that let restaurants run promotions and local advertising directly from the Toast platform, with rollout slated for 2026.
The alliance is expected to increase delivery volume, reduce friction for merchants, and open new revenue streams through advertising and bundled offers, reinforcing Toast’s strategy of becoming an end‑to‑end operating system for restaurants.
In its Q3 2025 earnings preview, Toast is expected to report revenue of $1.59 billion and earnings per share of $0.23, slightly below the $0.24 estimate cited in the original article. Prior Q3 2024 revenue was $1.305 billion, up 26% year‑over‑year, and the company’s adjusted EBITDA is projected to be $140‑$150 million for Q3 2025. Non‑GAAP gross profit from subscription services and financial technology solutions is expected to range from $465 million to $475 million, indicating 23–26% year‑over‑year growth. Management said the partnership aims to create a more seamless, integrated experience that gives restaurants more control and flexibility to increase revenue, streamline operations, and attract new diners.
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