Toast
stories mentioning Toast
Shopify
+2
Mar 16, 2025
•
14 min read
Embedded lending: the next big opportunity or a niche play?
The opportunity in embedded lending is largely untapped. Who's going to capture it?
Fiserv
+9
Dec 29, 2024
•
13 min read
Fintech rivalries to watch in 2025
Five Fintech rivalries that have a "plot twist" coming up in 2025
Shift4
+1
Jun 30, 2024
•
17 min read
Is Mr. Market wrong about Shift4?
Through their short history of being public companies, Shift4 has always been more profitable, but Toast has always enjoyed a higher valuation. What is the reason for that?
Shopify
+1
Mar 3, 2024
•
11 min read
On the moat of vertically integrated software businesses
Shopify might be making most of its revenue from payments, but it's the software component of its business, the Shopify commerce platform that gives it the right to win. Does Toast have the same moat?