Olo vs Toast: $2B vs $25B – The Strategic Tale of Two Tech Giants
SaaStr
JULY 10, 2025
Sometimes the bigger market wins, even with lower initial margins. But Toast went a more “SMB” route focusing on smaller restaurants and chains. That’s lead to a $25B market cap today. The long tail in commerce is often bigger than the “enterprise” segment. larger revenue base by 2025. When are smaller customers “better”?
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