Toast (TOST) Current Deferred Revenue (2019 - 2026)
Toast (TOST) reported Current Deferred Revenue of $73.0 million for Q1 2026, up 21.67% year-over-year from $60.0 million in Q1 2025, and up 5.8% quarter-over-quarter from $69.0 million in Q4 2025.
Toast (TOST) Current Deferred Revenue (2019 - 2026) Analysis & Trends
Toast (TOST) has 8 years of Current Deferred Revenue data on file, last reported at $73.0 million in Q1 2026.
- Current Deferred Revenue for Q1 2026 came in at $73.0 million, up 21.67% year-over-year; the trailing twelve-month figure through Mar 2026 was $73.0 million (up 21.67% YoY), and the FY2025 annual result was $69.0 million, up 16.95% from the prior year.
- Current Deferred Revenue grew to $73.0 million in Q1 2026 per TOST's latest filing, from $69.0 million in the prior quarter.
- Over five years, Current Deferred Revenue peaked at $73.0 million in Q1 2026 and troughed at $38.0 million in Q3 2023.
- A 5-year average of $54.2 million and a median of $52.0 million in 2022 frame the typical range for Current Deferred Revenue.
- The sharpest annual moves came in 2023 and 2024: Current Deferred Revenue fell 21.15% in 2023, then surged 63.16% in 2024.
- A 5-year view of Current Deferred Revenue shows it stood at $46.0 million in 2022, then fell by 10.87% to $41.0 million in 2023, then surged by 43.9% to $59.0 million in 2024, then advanced by 16.95% to $69.0 million in 2025, then climbed by 5.8% to $73.0 million in 2026.
- Business Quant data shows TOST's Current Deferred Revenue at $73.0 million in Q1 2026, $69.0 million in Q4 2025, and $63.0 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Microsoft | 2,903.35 Bn | 2,825.07 Bn | 56.06 Bn |
| 2 | Alarum Technologies | 1,127.45 Bn | 1,113.30 Bn | 7.23 Mn |
| 3 | Oracle | 528.84 Bn | 490.27 Bn | 15.14 Bn |
| 4 | Palantir Technologies | 306.36 Bn | 298.44 Bn | 1.42 Bn |
| 5 | Palo Alto Networks | 194.33 Bn | 189.79 Bn | 1.91 Bn |
| 6 | CrowdStrike Holdings | 171.19 Bn | 168.13 Bn | 993.68 Mn |
| 7 | Fortinet | 108.13 Bn | 104.84 Bn | 1.49 Bn |
| 8 | Synopsys | 86.21 Bn | 86.09 Bn | 1.77 Bn |
| 9 | Cloudflare | 80.35 Bn | 79.41 Bn | 455.60 Mn |
| 10 | Toast | 14.58 Bn | 12.81 Bn | 447.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 73.00 Mn |
| Dec 31, 2025 | 69.00 Mn |
| Sep 30, 2025 | 63.00 Mn |
| Jun 30, 2025 | 60.00 Mn |
| Mar 31, 2025 | 60.00 Mn |
| Dec 31, 2024 | 59.00 Mn |
| Sep 30, 2024 | 62.00 Mn |
| Jun 30, 2024 | 65.00 Mn |
| Mar 31, 2024 | 52.00 Mn |
| Dec 31, 2023 | 41.00 Mn |
| Sep 30, 2023 | 38.00 Mn |
| Jun 30, 2023 | 41.00 Mn |
| Mar 31, 2023 | 43.00 Mn |
| Dec 31, 2022 | 46.00 Mn |
| Sep 30, 2022 | 48.00 Mn |
| Jun 30, 2022 | 52.00 Mn |
| Mar 31, 2022 | 50.00 Mn |
| Dec 31, 2021 | 56.00 Mn |
| Sep 30, 2021 | 60.00 Mn |
| Jun 30, 2021 | 62.00 Mn |