← Toast overview

Toast vs Telus: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Toast Inc (TOST)

Q3 2026
▲3

Toast beats Q2, raises outlook, and expands Google AI ordering

  • Q2 beat and raised guidance Toast reported Q2 revenue of $1.91 billion, up 23.1%, and earnings of 34 cents a share, both beating expectations. Management raised its full-year outlook, and the company added a record 9,500 net locations. This tells investors the business is growing faster than expected, which supports a higher stock price.

    This is the core fundamental driver of the period, showing stronger-than-expected growth and a brighter outlook.

  • Google AI ordering partnership Toast expanded its partnership with Google to let diners order directly from restaurants through Google Maps' AI assistant. Orders flow through Toast's system without third-party commissions, which can increase order volume for restaurants and make Toast's platform more valuable. This is a new growth avenue that could boost future revenue.

    It is a new strategic partnership that opens a new demand channel and strengthens Toast's competitive position.

  • US-Iran de-escalation lifts software stocks A US-Iran agreement to halt military exchanges reduced market fears, lowering oil prices and the odds of a Fed rate hike. That helped high-growth software stocks like Toast, which jumped 3.7% that day. While not company-specific, it shows how broader market sentiment can lift Toast's shares.

    It explains a positive external force that boosted TOST's price during the period.

  • Stock dips post-earnings despite strong results Since the earnings report, Toast shares fell 2.2%, underperforming the S&P 500. The stock trades at a high price-to-earnings ratio of 41.3, well above the industry average, suggesting investors are paying a premium. This is a counterweight: strong results may already be priced in, and any disappointment could hurt the stock.

    It provides a fair counterbalance, showing that despite good news, the stock's high valuation and recent dip are real concerns.

August 2026
▲3

Toast beats Q2, raises outlook, and expands Google AI ordering

  • Q2 beat and raised guidance Toast reported Q2 revenue of $1.91 billion, up 23.1%, and earnings of 34 cents a share, both beating expectations. Management raised its full-year outlook, and the company added a record 9,500 net locations. This tells investors the business is growing faster than expected, which supports a higher stock price.

    This is the core fundamental driver of the period, showing stronger-than-expected growth and a brighter outlook.

  • Google AI ordering partnership Toast expanded its partnership with Google to let diners order directly from restaurants through Google Maps' AI assistant. Orders flow through Toast's system without third-party commissions, which can increase order volume for restaurants and make Toast's platform more valuable. This is a new growth avenue that could boost future revenue.

    It is a new strategic partnership that opens a new demand channel and strengthens Toast's competitive position.

  • US-Iran de-escalation lifts software stocks A US-Iran agreement to halt military exchanges reduced market fears, lowering oil prices and the odds of a Fed rate hike. That helped high-growth software stocks like Toast, which jumped 3.7% that day. While not company-specific, it shows how broader market sentiment can lift Toast's shares.

    It explains a positive external force that boosted TOST's price during the period.

  • Stock dips post-earnings despite strong results Since the earnings report, Toast shares fell 2.2%, underperforming the S&P 500. The stock trades at a high price-to-earnings ratio of 41.3, well above the industry average, suggesting investors are paying a premium. This is a counterweight: strong results may already be priced in, and any disappointment could hurt the stock.

    It provides a fair counterbalance, showing that despite good news, the stock's high valuation and recent dip are real concerns.

Latest
▲3

Toast beats Q2, raises outlook, and expands Google AI ordering

  • Q2 beat and raised guidance Toast reported Q2 revenue of $1.91 billion, up 23.1%, and earnings of 34 cents a share, both beating expectations. Management raised its full-year outlook, and the company added a record 9,500 net locations. This tells investors the business is growing faster than expected, which supports a higher stock price.

    This is the core fundamental driver of the period, showing stronger-than-expected growth and a brighter outlook.

  • Google AI ordering partnership Toast expanded its partnership with Google to let diners order directly from restaurants through Google Maps' AI assistant. Orders flow through Toast's system without third-party commissions, which can increase order volume for restaurants and make Toast's platform more valuable. This is a new growth avenue that could boost future revenue.

    It is a new strategic partnership that opens a new demand channel and strengthens Toast's competitive position.

  • US-Iran de-escalation lifts software stocks A US-Iran agreement to halt military exchanges reduced market fears, lowering oil prices and the odds of a Fed rate hike. That helped high-growth software stocks like Toast, which jumped 3.7% that day. While not company-specific, it shows how broader market sentiment can lift Toast's shares.

    It explains a positive external force that boosted TOST's price during the period.

  • Stock dips post-earnings despite strong results Since the earnings report, Toast shares fell 2.2%, underperforming the S&P 500. The stock trades at a high price-to-earnings ratio of 41.3, well above the industry average, suggesting investors are paying a premium. This is a counterweight: strong results may already be priced in, and any disappointment could hurt the stock.

    It provides a fair counterbalance, showing that despite good news, the stock's high valuation and recent dip are real concerns.

Telus Corp (TU)

Q3 2026
▼2▲1

TELUS cuts dividend 55%, slashes outlook, but satellite test offers long-term hope

  • Dividend slashed 55% and 2026 guidance cut TELUS cut its quarterly dividend to $0.1875 per share and lowered 2026 guidance, expecting flat to down service revenue and lower free cash flow. This signals weaker near-term cash generation and directly reduces shareholder income, pressuring the stock.

    This is the single biggest new event driving TU's price down and reshaping investor expectations.

  • Q2 earnings miss and $2.1B impairment TELUS reported adjusted earnings of $0.12 per share, missing the $0.16 estimate, and took a $2.1 billion non-cash write-down at TELUS Digital. The miss and write-down show weaker profitability and asset value, pushing the stock down.

    The earnings miss and impairment are concrete new financial setbacks that explain the negative price reaction.

  • Satellite-to-smartphone test success TELUS and AST SpaceMobile completed their first integration test, moving toward satellite-based calls and data for smartphones within a year. This could expand coverage and open new revenue, supporting the stock longer term.

    This is a new positive technology milestone that could improve TELUS's competitive position and future growth.

  • Executive reshuffle and unit consolidation TELUS consolidated its telecom units and reshuffled executives, with a long-time consumer head leaving. The changes aim to drive growth but create uncertainty about execution, so the market impact is unclear.

    This is a new organizational change that could affect future performance but has ambiguous near-term impact.

August 2026
▼2▲1

TELUS cuts dividend 55%, slashes outlook, but satellite test offers long-term hope

  • Dividend slashed 55% and 2026 guidance cut TELUS cut its quarterly dividend to $0.1875 per share and lowered 2026 guidance, expecting flat to down service revenue and lower free cash flow. This signals weaker near-term cash generation and directly reduces shareholder income, pressuring the stock.

    This is the single biggest new event driving TU's price down and reshaping investor expectations.

  • Q2 earnings miss and $2.1B impairment TELUS reported adjusted earnings of $0.12 per share, missing the $0.16 estimate, and took a $2.1 billion non-cash write-down at TELUS Digital. The miss and write-down show weaker profitability and asset value, pushing the stock down.

    The earnings miss and impairment are concrete new financial setbacks that explain the negative price reaction.

  • Satellite-to-smartphone test success TELUS and AST SpaceMobile completed their first integration test, moving toward satellite-based calls and data for smartphones within a year. This could expand coverage and open new revenue, supporting the stock longer term.

    This is a new positive technology milestone that could improve TELUS's competitive position and future growth.

  • Executive reshuffle and unit consolidation TELUS consolidated its telecom units and reshuffled executives, with a long-time consumer head leaving. The changes aim to drive growth but create uncertainty about execution, so the market impact is unclear.

    This is a new organizational change that could affect future performance but has ambiguous near-term impact.

Latest
▼2▲1

TELUS cuts dividend 55%, slashes outlook, but satellite test offers long-term hope

  • Dividend slashed 55% and 2026 guidance cut TELUS cut its quarterly dividend to $0.1875 per share and lowered 2026 guidance, expecting flat to down service revenue and lower free cash flow. This signals weaker near-term cash generation and directly reduces shareholder income, pressuring the stock.

    This is the single biggest new event driving TU's price down and reshaping investor expectations.

  • Q2 earnings miss and $2.1B impairment TELUS reported adjusted earnings of $0.12 per share, missing the $0.16 estimate, and took a $2.1 billion non-cash write-down at TELUS Digital. The miss and write-down show weaker profitability and asset value, pushing the stock down.

    The earnings miss and impairment are concrete new financial setbacks that explain the negative price reaction.

  • Satellite-to-smartphone test success TELUS and AST SpaceMobile completed their first integration test, moving toward satellite-based calls and data for smartphones within a year. This could expand coverage and open new revenue, supporting the stock longer term.

    This is a new positive technology milestone that could improve TELUS's competitive position and future growth.

  • Executive reshuffle and unit consolidation TELUS consolidated its telecom units and reshuffled executives, with a long-time consumer head leaving. The changes aim to drive growth but create uncertainty about execution, so the market impact is unclear.

    This is a new organizational change that could affect future performance but has ambiguous near-term impact.