PAR Technology Q4 Earnings Call Highlights

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Sat, February 28, 2026 astatine 2:08 PM CST 8 min read

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Strong Q4 and ARR momentum: PAR reported Q4 gross of $120.1M (up 14% YoY), subscription gross of $76M (63% of Q4), exited with $315.4M ARR (≈15% integrated growth) and delivered its 3rd consecutive 4th of non‑GAAP profitability (net income $2.6M, adjusted EBITDA $7M).
AI-led strategy and ratio push: Management is positioning PAR arsenic an AI‑driven hospitality platform (Coach AI successful ~1,000 stores and caller PAR Drive AI for retail), plans to reinvest savings into AI productization, and targets astir $15M of annualized operating disbursal cuts via AI automation.
Commercial wins and margin/headwind signals: Key lawsuit wins see a Papa Johns 3,200‑site woody and grounds PAR POS bookings (> $25M), portion hardware gross roseate to $28M but hardware gross borderline fell to 23% owed to constituent and tariff pressures; committee authorized a $100M buyback and year‑end currency was $80M.
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PAR Technology (NYSE:PAR) closed fiscal 2025 with what executives repeatedly described arsenic a beardown 4th quarter, driven by subscription growth, grounds bookings, and accelerating yearly recurring gross (ARR) additions successful the backmost fractional of the year. On the company’s net call, absorption besides focused heavy connected its efforts to presumption PAR arsenic an “AI-driven hospitality level company,” highlighting aboriginal commercialized traction for caller AI products and outlining plans to reinvest operational savings into further AI development.

PAR reported fourth-quarter gross of $120.1 million, up 14% twelvemonth implicit year, which absorption said was chiefly driven by spot successful subscription services and higher hardware revenue. Subscription services gross totaled $76 million, up 18% from the anterior year, and represented 63% of full Q4 revenue.

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On profitability, PAR posted a GAAP nett nonaccomplishment from continuing operations of $21 million, oregon $(0.51) per share, compared with a GAAP nett nonaccomplishment of $25 million, oregon $(0.68) per share, successful the year-ago quarter. On a non-GAAP basis, PAR generated $2.6 million of nett income, oregon $0.06 per share, marking what the institution said was its 3rd consecutive 4th of non-GAAP profitability. Adjusted EBITDA was $7 million, improving sequentially and twelvemonth implicit year.

For the afloat year, PAR reported gross of $455.5 million, up $105 million twelvemonth implicit year, including what absorption called 21% integrated growth. Subscription services gross grew 40% for the year, and absorption said full-year non-GAAP nett income improved by more than $30 million twelvemonth implicit year.

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