PAR Technology Corporation (PAR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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SA Transcripts158.79K FollowersFollow5ShareSaveCommentsQ4: 2026-02-26 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.06 beats by $0.03 | Revenue of $120.10M (14.38% Y/Y) beats by $3.71M PAR Technology Corporation (PAR) Morgan Stanley Technology, Media & Telecom Conference 2026 March 3, 2026 1:00 PM EST Company Participants Savneet Singh - CEO, President & Director Presentation Unknown Analyst Everyone, thanks for joining us. I will start by reading, for important disclosures, please see the Morgan Stanley research disclosure website. If you have any questions, please reach out to your Morgan Stanley sales representative. Question-and-Answer Session Unknown Analyst Savneet, great to have you here. You just reported Q4 last week. Anything that would stand out that you'd like to talk about? Savneet SinghCEO, President & Director Yes. I think we had a really strong Q4. We ended the year sort of annualized growth about 15%, which is an awesome accomplishment given a little bit of the slow start we had. So we pulled in about, I think, $17 million of ARR just in that quarter, which is a record for us, about $7 million EBITDA. So good profitability, really good growth. And then maybe, most importantly, had our biggest bookings quarter ever as well. So it was really a strong quarter that lots of positives, margin expansion on I think every line. But I think critical to the future is that the bookings are really important for the next couple of years here. So really strong that way. And then we announced a win of Papa Johns, which will be our, I think, our second largest restaurant customer ever. So a lot of really, really exciting stuff there.
Unknown Analyst That's great. You've had several AI launches throughout the last year. It seems that it's kind of emphasized throughout the platform at this point. Can you talk, A, just a bit about how AI is playing into the platform? And B, why PAR is foundationally a good place to be to implement