Olo Inc. (OLO): Business Model Canvas

In der sich schnell entwickelnden Welt der Restauranttechnologie erweist sich Olo Inc. als transformative Kraft und revolutioniert das digitale Bestell- und Liefermanagement für Restaurants jeder Größe. Durch die nahtlose Integration modernster Softwarelösungen über mehrere Plattformen hinweg ist Olo zu einem entscheidenden Wegbereiter für Restaurants geworden, die ihre digitalen Abläufe optimieren und das Kundenerlebnis in einem zunehmend wettbewerbsintensiven Markt verbessern möchten. Diese umfassende Aufschlüsselung des Business Model Canvas von Olo zeigt die komplexen Strategien und innovativen Ansätze, die das Unternehmen zu einem zentralen Akteur im Ökosystem der Restauranttechnologie gemacht haben.

Olo Inc. (OLO) – Geschäftsmodell: Wichtige Partnerschaften

Restaurant-Technologieplattformen und Point-of-Sale (POS)-Systeme

Olo arbeitet mit den folgenden Kassensystemen zusammen:

POS-Partner	Integrationsstatus	Marktreichweite
Toast	Vollständige Integration	Über 55.000 Restaurantstandorte
Quadratisch	Umfassende Partnerschaft	Über 40.000 Restaurantkunden
NCR	Integration auf Unternehmensebene	Über 25.000 Restaurantstandorte

Lieferdienste von Drittanbietern

Zu Olos Partnerschaften mit Lieferplattformen gehören:

• Uber Eats (Verarbeitungsvolumen: 9,4 Milliarden US-Dollar im Jahr 2023)
• DoorDash (Integrierte Restaurants: 65.000+)
• Grubhub (Netzabdeckung: 300.000 Restaurants)

Cloud-Infrastrukturanbieter

Cloud-Anbieter	Jährliche Ausgaben	Servicelevel
Amazon Web Services (AWS)	12,3 Millionen US-Dollar im Jahr 2023	Infrastruktur der Enterprise-Klasse
Google Cloud	5,7 Millionen US-Dollar im Jahr 2023	Erweiterte Skalierbarkeitslösungen

Zahlungsabwicklungspartner

Integrierte Zahlungsabwicklungsplattformen:

• Stripe (Transaktionsvolumen: 640 Millionen US-Dollar im Jahr 2023)
• PayPal (Integrierte Restaurants: 45.000+)
• Adyen (Globale Zahlungsabdeckung: 20+ Länder)

Unternehmen für die Integration von Unternehmenssoftware

Integrationspartner	Integrationsumfang	Unternehmenskunden
Salesforce	CRM-Integration	Über 150 Restaurant-Unternehmenskunden
Orakel	Unternehmensressourcenplanung	Über 100 Restaurantmanagementsysteme

Olo Inc. (OLO) – Geschäftsmodell: Hauptaktivitäten

Entwicklung einer digitalen Bestell- und Liefermanagementplattform

Im vierten Quartal 2023 unterstützte die digitale Bestellplattform von Olo mehr als 81.000 Restaurantstandorte von mehr als 500 Restaurantmarken.

Plattformmetrik	Quantitative Daten
Gesamtzahl der Restaurantstandorte	81,000+
Anzahl der Restaurantmarken	500+
Jährliches digitales Bestellvolumen	365 Millionen Bestellungen

Bereitstellung von Software-as-a-Service (SaaS)-Lösungen für Restaurants

Im Jahr 2023 erwirtschaftete Olo einen Gesamtumsatz von 297,2 Millionen US-Dollar mit SaaS-Restauranttechnologielösungen.

• Integration der Dispatch-Lieferplattform
• Online-Bestellsystem für Schienen
• Zahlungslösungen für Transaktionen
• Wahrscheinlich Auftragsverwaltungsplattform

Kontinuierliche Plattforminnovation und Funktionserweiterung

Die F&E-Investitionen beliefen sich im Jahr 2023 auf 54,3 Millionen US-Dollar, was 18,3 % des Gesamtumsatzes entspricht.

Innovationsmetrik	Daten für 2023
F&E-Investitionen	54,3 Millionen US-Dollar
F&E als Prozentsatz des Umsatzes	18.3%
Neue Plattformfunktionen eingeführt	12 große Updates

Kundensupport und technische Implementierungsdienste

Mit engagierten technischen Supportteams konnte Olo im Jahr 2023 eine Kundenbindungsrate von 95 % aufrechterhalten.

• Technische Support-Infrastruktur rund um die Uhr
• Engagierte Implementierungsspezialisten
• Maßgeschneiderte Onboarding-Prozesse

Datenanalyse und Leistungsoptimierung

Verarbeiten Sie jährlich etwa 365 Millionen digitale Bestellungen mit erweiterten Analysefunktionen.

Analytics-Metrik	Quantitative Daten
Jährliche digitale Bestellungen verarbeitet	365 Millionen
Echtzeit-Leistungsverfolgung	99,9 % Verfügbarkeit
Datenverarbeitungskapazität	500+ Terabyte/Monat

Olo Inc. (OLO) – Geschäftsmodell: Schlüsselressourcen

Proprietäre digitale Bestelltechnologie für Restaurants

Ab dem vierten Quartal 2023 unterstützt die digitale Bestellplattform von Olo über 74.000 Restaurantstandorte von über 300 Unternehmensmarken. Die Plattform verarbeitet jährlich rund 1 Milliarde digitale Bestellungen.

Technologiemetrik	Quantitative Daten
Unterstützte Restaurantstandorte	74,000+
Unternehmensmarken	300+
Jährliche digitale Bestellungen verarbeitet	1 Milliarde

Software-Engineering- und Entwicklungsteam

Seit Januar 2024 beschäftigt Olo 380 Vollzeit-Softwareingenieure und -Entwickler.

• Gesamtzahl der Mitarbeiter: 600
• Größe des Ingenieurteams: 380
• Prozentsatz der technischen Mitarbeiter: 63,3 %

Umfangreiches Netzwerk der Restaurantbranche

Olos Netzwerk umfasst Partnerschaften mit großen Restaurant-Technologieplattformen und Point-of-Sale-Systemen.

Kategorie „Netzwerkpartner“.	Anzahl der Partnerschaften
POS-Systemintegrationen	75+
Lieferplattformen von Drittanbietern	15+

Cloudbasierte Technologieinfrastruktur

Die Cloud-Infrastruktur von Olo unterstützt die Auftragsabwicklung in Echtzeit mit einer Verfügbarkeit von 99,99 %.

• Cloud-Dienstanbieter: Amazon Web Services (AWS)
• Rechenzentren: Mehrere Regionen
• Systemverfügbarkeit: 99,99 %

Geistiges Eigentum und Softwarepatente

Im Jahr 2023 hält Olo 27 registrierte Softwarepatente im Zusammenhang mit digitalen Bestelltechnologien.

Metrik für geistiges Eigentum	Quantitative Daten
Gesamtzahl der angemeldeten Patente	27
Patentkategorien	Digitale Bestellung, Restauranttechnologie

Olo Inc. (OLO) – Geschäftsmodell: Wertversprechen

Optimiertes digitales Bestellerlebnis für Restaurants

Olo verarbeitete im Jahr 2022 571 Millionen digitale Bestellungen, was einer Steigerung von 23 % gegenüber dem Vorjahr entspricht. Die Plattform unterstützt über 400 Restaurantmarken in mehreren Segmenten.

Digitale Bestellmetrik	Leistung 2022
Gesamtzahl der digitalen Bestellungen	571 Millionen
Wachstum im Jahresvergleich	23%
Unterstützte Restaurantmarken	400+

Omnichannel-Bestelllösungen über mehrere Plattformen hinweg

Umfassende Plattformintegrationsfunktionen über Web-, Mobil- und Drittanbieterkanäle.

• Direkte Integration mit den wichtigsten Lieferplattformen
• Unterstützung für native mobile Bestellung
• Webbasierte Bestelllösungen

Erhöhte betriebliche Effizienz für Restaurantkunden

Die Plattform von Olo reduziert die Bestellabwicklungszeit für Restaurantpartner um durchschnittlich 45 %.

Kennzahl für die betriebliche Effizienz	Auswirkungen auf die Leistung
Verkürzung der Auftragsbearbeitungszeit	45%
Durchschnittliche Kosteneinsparungen pro Restaurant	17.500 $ jährlich

Skalierbare Technologie zur Unterstützung kleiner bis großer Restaurants

Die Technologieinfrastruktur unterstützt Restaurants, die von lokalen Einzelstandortbetrieben bis hin zu nationalen Ketten mit über 5.000 Standorten reichen.

• Mindestgröße des Restaurants: Einzelstandort
• Maximales Restaurantnetzwerk: 5.000+ Standorte
• Flexible Preismodelle

Umfassende Integration des Restaurant-Technologie-Ökosystems

Olo bietet die Integration mit über 100 Technologiepartnern, darunter Point-of-Sale-Systeme, Zahlungsabwickler und Treueplattformen.

Kategorie „Technologieintegration“.	Anzahl der Partner
Point-of-Sale-Systeme	45+
Zahlungsabwickler	25+
Treueplattformen	30+

Olo Inc. (OLO) – Geschäftsmodell: Kundenbeziehungen

Dedizierte Kontoverwaltung

Im vierten Quartal 2023 bedient Olo 725 Restaurantmarken an über 90.000 Restaurantstandorten. Unternehmenskunden erhalten personalisierte Unterstützung bei der Kontoverwaltung mit einer durchschnittlichen Kundenbindungsrate von 95 %.

Kundensegment	Kontoverwaltungsebene	Durchschnittliche Reaktionszeit
Unternehmenskunden	Dedizierter Account Manager	2-4 Stunden
Mittelständische Kunden	Unterstützung für gemeinsame Konten	6-8 Stunden
Kleinunternehmenskunden	Standardunterstützung	24 Stunden

Self-Service-Online-Support-Portal

Olo bietet eine umfassende Online-Supportplattform mit 24/7-Zugriff auf Ressourcen.

• Über 500 Self-Service-Wissensdatenbankartikel
• Verfolgung des Systemstatus in Echtzeit
• Bibliothek für technische Dokumentation
• Video-Tutorial-Repository

Regelmäßige Produkt-Updates und Feature-Releases

Im Jahr 2023 veröffentlichte Olo 37 große Produktaktualisierungen auf seiner Plattform mit durchschnittlich 3 bedeutenden Funktionserweiterungen pro Quartal.

Kundenerfolgsteam für die Umsetzung

Olo unterhält ein engagiertes Kundenerfolgsteam mit einer durchschnittlichen Implementierungszeit von 45–60 Tagen für Unternehmenskunden. Das Team unterstützt die Integration über mehrere digitale Bestellkanäle hinweg.

Implementierungsphase	Durchschnittliche Dauer	Unterstützungsstufe
Erstberatung	2 Wochen	Hohe Berührung
Technische Integration	3-4 Wochen	Technischer Support
Schulung und Onboarding	1-2 Wochen	Umfassend

Community- und Wissensdatenbankressourcen

Olo unterhält ein umfangreiches digitales Ökosystem für die Kundenbindung und -unterstützung.

• Über 350 Mitglieder des Community-Forums
• Vierteljährliche Webinar-Reihe
• Jährliche Anwenderkonferenz
• Dedizierte Entwicklerressourcen

Olo Inc. (OLO) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Seit dem vierten Quartal 2023 unterhält Olo Inc. ein Direktvertriebsteam von etwa 127 Vertriebsprofis, die sich an Entscheidungsträger im Bereich Restauranttechnologie richten.

Vertriebsteam-Metrik	Wert
Gesamtzahl der Vertriebsmitarbeiter	127
Durchschnittliche Länge des Verkaufszyklus	45-60 Tage
Zielrestaurantsegment	Restaurantmarken mit mehreren Einheiten

Unternehmenswebsite

Olos wichtigster digitaler Kanal ist olo.com, der im Dezember 2023 42.673 einzelne Website-Besucher generierte.

Website-Leistungsmetrik	Wert
Monatliche einzigartige Besucher	42,673
Website-Conversion-Rate	3.2%

Digitale Marketingplattformen

Olo nutzt mehrere digitale Marketingkanäle mit einem fokussierten Ansatz.

• LinkedIn-Werbebudget: 387.000 $ jährlich
• Ausgaben für Google Ads: 214.500 $ pro Jahr
• Gezielte Marketingplattformen: Restaurant Technology Network, modernes Restaurantmanagement

Konferenzen der Gastronomiebranche

Olo nimmt an wichtigen Branchenveranstaltungen teil, um Leads zu generieren und Technologie vorzustellen.

Konferenz	Jährliche Teilnahme	Lead-Generierung
Ausstellung der Nationalen Restaurantvereinigung	Hauptsponsor	287 qualifizierte Leads
FSTEC-Konferenz	Gold-Level-Aussteller	164 qualifizierte Leads

Partner-Empfehlungsnetzwerke

Olo unterhält strategische Partnerschaften mit Technologie- und Zahlungsanbietern.

• Gesamtzahl aktiver Partnerintegrationen: 42
• Einnahmen aus Partnerempfehlungen: 4,3 Millionen US-Dollar im Jahr 2023
• Wichtige Partner:
  • Toast POS
  • Quadratisch
  • Streifen
  • Mikros/Oracle

Olo Inc. (OLO) – Geschäftsmodell: Kundensegmente

Schnellrestaurants

Im vierten Quartal 2023 bedient Olo mehr als 400 Schnellrestaurantmarken, was 25 % des gesamten Kundenstamms ausmacht.

Segmentmerkmale	Details
Gesamtzahl der QSR-Kunden	Über 400 Restaurantmarken
Durchschnittlicher Jahresumsatz pro Kunde	$75,000 - $150,000

Full-Service-Restaurantketten

Olo unterstützt ab 2024 mehr als 250 Full-Service-Restaurantketten.

Segmentmetriken	Datenpunkte
Gesamtzahl der Restaurantkunden mit umfassendem Service	Über 250 Restaurantketten
Prozentsatz des gesamten Kundenstamms	15-20%

Restaurantgruppen auf Unternehmensebene

Unternehmenskunden stellen Olos wertvollstes Segment dar und machen im Jahr 2023 40 % ihres Gesamtumsatzes aus.

• Anzahl der Unternehmenskunden: 75–100 Restaurantgruppen
• Durchschnittlicher Vertragswert: 250.000 bis 500.000 US-Dollar pro Jahr
• Typische Gruppengröße: 50+ Restaurantstandorte

Unabhängige Restaurantbetreiber

Olo bedient über seine Plattform etwa 100–150 unabhängige Restaurantbetreiber.

Segment Overview	Metriken
Total unabhängige Restaurants	100-150 Betreiber
Durchschnittliches Plattformabonnement	5.000 bis 25.000 US-Dollar pro Jahr

Restaurantmarken mit mehreren Standorten

Marken mit mehreren Standorten machen ab 2024 35 % des Kundenportfolios von Olo aus.

• Gesamtkundenanzahl an mehreren Standorten: Über 200 Marken
• Durchschnittliche Anzahl an Standorten pro Marke: 20–50
• Typische jährliche Plattformausgaben: 100.000 bis 300.000 US-Dollar

Olo Inc. (OLO) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2023 meldete Olo Inc. Forschungs- und Entwicklungskosten in Höhe von 47,5 Millionen US-Dollar, was etwa 35 % des Gesamtumsatzes entspricht.

Geschäftsjahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	47,5 Millionen US-Dollar	35%
2022	42,3 Millionen US-Dollar	33%

Wartung der Cloud-Infrastruktur

Die Kosten für die Cloud-Infrastruktur für Olo Inc. beliefen sich im Jahr 2023 auf etwa 12,8 Millionen US-Dollar, einschließlich Hosting, Serverwartung und Cloud-Service-Kosten.

• Amazon Web Services (AWS) primärer Cloud-Infrastrukturanbieter
• Jährliche Investition in die Cloud-Infrastruktur: 12,8 Millionen US-Dollar
• Geschätzter Anstieg der Infrastrukturkosten um 10–15 % im Vergleich zum Vorjahr

Vertriebs- und Marketinginvestitionen

Olo Inc. stellte im Jahr 2023 53,2 Millionen US-Dollar für Vertriebs- und Marketingausgaben bereit, was 39 % des Gesamtumsatzes entspricht.

Vertriebs- und Marketingkennzahlen	Wert 2023
Gesamtkosten	53,2 Millionen US-Dollar
Prozentsatz des Umsatzes	39%

Personal- und Talentakquise

Die Personalkosten für Olo Inc. beliefen sich im Jahr 2023 auf insgesamt 72,6 Millionen US-Dollar, einschließlich Gehältern, Sozialleistungen und Rekrutierungskosten.

• Gesamter Personalaufwand: 72,6 Millionen US-Dollar
• Durchschnittliche Mitarbeitervergütung: 145.000 US-Dollar
• Gesamtzahl der Mitarbeiter: 498 (Stand 31.12.2023)

Kundensupport-Operationen

Die Betriebskosten für den Kundensupport für Olo Inc. beliefen sich im Jahr 2023 auf etwa 8,5 Millionen US-Dollar.

Kundensupport-Metriken	Wert 2023
Gesamte Supportkosten	8,5 Millionen US-Dollar
Support-Mitarbeiter	62 Mitarbeiter

Olo Inc. (OLO) – Geschäftsmodell: Einnahmequellen

Abonnementbasierte SaaS-Plattformgebühren

Für das Geschäftsjahr 2023 meldete Olo einen Gesamtumsatz von 241,4 Millionen US-Dollar, wobei ein erheblicher Teil aus abonnementbasierten Gebühren stammte.

Umsatzkategorie	Betrag (2023)	Prozentsatz des Gesamtumsatzes
Abonnementgebühren	186,3 Millionen US-Dollar	77.2%

Transaktionsbasierter Umsatz

Olo generiert über seine digitale Bestell- und Lieferplattform transaktionsbasierte Einnahmen.

Transaktionstyp	Umsatzbeitrag
Digitale Bestellabwicklung	42,7 Millionen US-Dollar

Implementierungs- und Onboarding-Gebühren

Einmalige Implementierungsgebühren für neue Restaurantkunden.

• Durchschnittliche Implementierungsgebühr: 15.000 bis 25.000 US-Dollar pro Kunde
• Gesamtumsatz aus der Implementierung im Jahr 2023: 12,6 Millionen US-Dollar

Benutzerdefinierte Lösungspreise auf Unternehmensebene

Maßgeschneiderte Lösungen für große Restaurantketten mit komplexen digitalen Bestellanforderungen.

Unternehmenskundensegment	Durchschnittlicher jährlicher Vertragswert
Große Restaurantketten	$250,000 - $500,000

Zusätzliche Service- und Integrationsgebühren

Umsatzerlöse aus Zusatzdiensten und API-Integrationen.

• API-Integrationsgebühren: 5.000 bis 10.000 US-Dollar pro Integration
• Zusätzlicher Serviceumsatz: 6,8 Millionen US-Dollar im Jahr 2023

Aufschlüsselung der Gesamteinnahmen für 2023:

Einnahmequelle	Betrag
Abonnementgebühren	186,3 Millionen US-Dollar
Transaktionserlöse	42,7 Millionen US-Dollar
Implementierungsgebühren	12,6 Millionen US-Dollar
Zusätzliche Dienstleistungen	6,8 Millionen US-Dollar

Olo Inc. (OLO) - Canvas Business Model: Value Propositions

You're looking at the core value Olo Inc. (OLO) delivers to its restaurant customers, which is clearly reflected in its financial performance as of late 2025. The platform's value is rooted in creating a single, integrated digital ecosystem for restaurants.

The first major proposition is the unified digital ordering, payment, and engagement in one platform. This centralization helps streamline the entire digital transaction lifecycle. This is supported by the growth in specific features; for instance, Borderless, Olo Inc.'s passwordless checkout feature, recently exceeded 19 million total accounts across more than 450 brands as of the second quarter of 2025.

The financial results from the second quarter of 2025 show that customers are spending more on the platform, which translates directly into value for Olo Inc. and validates the platform's stickiness. Average Revenue Per Unit (ARPU) increased 12% year-over-year, hitting approximately $955 in Q2 2025. This metric demonstrates the company's ability to grow revenue within its existing customer base by encouraging deeper module adoption.

Also critical is the value derived from data ownership. Olo Inc. provides restaurants with the ownership of first-party guest data to drive personalized marketing. This capability is essential for restaurants looking to improve guest experience and drive profitable traffic, a key focus mentioned by Founder and CEO Noah Glass.

Operational efficiency is another pillar. The platform delivers value by streamlining operations by automating order flow and delivery dispatch. This automation capability supports the growth in scale, as Olo Inc. ended Q2 2025 with approximately 89,000 active locations, an increase of 9% year-over-year, adding approximately 1,000 locations from the quarter ended March 31, 2025.

The financial proof of customer satisfaction and expansion within the existing base is the high dollar-based net revenue retention (NRR) of 114% in Q2 2025. This means that even without adding a single new customer, Olo Inc.'s existing customer revenue base grew by 114% compared to the prior period's cohort revenue. For comparison, the NRR in Q1 2025 was 111%.

Here's a quick look at the key performance indicators from Q2 2025 that underscore these value propositions:

Metric	Value (Q2 2025)	Year-over-Year Change
Average Revenue Per Unit (ARPU)	Approximately $955	Increased 12%
Dollar-Based Net Revenue Retention (NRR)	114%	Up from 111% in Q1 2025
Ending Active Locations	Approximately 89,000	Increased 9%
Total Revenue	$85.7 million	Increased 22%
Total Platform Revenue	$84.1 million	Increased 21%
Non-GAAP Operating Income	$13.1 million	15% Margin

The platform's ability to drive revenue expansion is further evidenced by the overall financial growth. Total revenue for the quarter was $85.7 million, a 22% increase year-over-year. Also, Olo Inc. reported that cash, cash equivalents, and short- and long-term investments totaled $428.5 million as of June 30, 2025.

The value proposition is also seen in the platform's ability to scale across the enterprise segment. You can see this in the deployment activity:

• Enterprise brands saw multi-module new deployments, including Ben & Jerry's on Olo Ordering, Rails, and Olo Pay for card-not-present transactions in Q1 2025.
• Additional new deployments in Q1 2025 included Gong Cha and Pilot Travel Centers on Olo Rails.

To be fair, while the platform drives strong revenue retention, the GAAP gross profit margin compressed to 51% in Q2 2025, down from 57% year-over-year, though Non-GAAP gross profit was 57% of total revenue. Finance: draft 13-week cash view by Friday.

Olo Inc. (OLO) - Canvas Business Model: Customer Relationships

You're looking at how Olo Inc. keeps its enterprise and emerging enterprise restaurant clients deeply embedded in its platform. This isn't just about selling software; it's about making the platform indispensable through deep integration and continuous feature expansion.

The structure for managing these relationships is clearly tiered. Olo Inc. has dedicated enterprise sales and account management teams focused on its largest customers. This high-touch approach is evidenced by the strong retention figures. For instance, Dollar-based Net Revenue Retention (NRR) stood at 114% as of the second quarter of 2025, indicating existing customers spent significantly more than the prior year, even after accounting for any churn. This expansion revenue is key, supported by an Average Revenue Per Unit (ARPU) reaching approximately $955 in Q2 2025, a 12% year-over-year increase.

The consultative relationship is crucial for platform integration and expansion, which is how Olo Inc. stacks its S-curves, moving from Order to Pay to Engage. The company supports over 750 restaurant brands, and the success of this deep integration is reflected in the Gross Revenue Retention rate, which remained above 98% in Q1 2025. The focus on sales leadership is clear with the hiring of Parrish Chapman as Chief Sales Officer on May 5, 2025.

For broader ecosystem development, Olo Inc. supports self-service tools and APIs for partner and client development teams. The Olo Connect program organizes integration partners into tiers-Developer, Silver, Gold, and Platinum-which helps restaurants select vendors based on qualifications like location count and tenure. Olo Inc. boasts integrations with over 100 technology partners. Furthermore, features like Borderless, the passwordless checkout, have exceeded 19 million total accounts across more than 450 brands as of June 30, 2025, suggesting a successful self-service adoption path for guests.

The deep POS system integration creates high switching costs. The expansion of Olo Pay to include card-present processing means that transaction data from in-store digital payments now lives alongside online order data in the Olo Dashboard. This unification of nearly 100% of guest data across touchpoints makes migrating away from the platform complex. For example, managing and refunding in-store payments originating at the POS can now be done directly from the Olo Dashboard for brands on Olo Pay.

Continuous product innovation is directly tied to customer feedback loops. The 2025 Spring Release included the beta launch of Olo Guest Intelligence, which surfaces key guest metrics like yearly average spend per guest and new guest retention directly in the Dashboard. Thought leaders within the industry are sought out as a think tank to discuss future innovation. The platform enhancements released quarterly are designed to increase value, such as the integration enhancements for Olo Engage with Thanx to improve loyalty offer email delivery, where failed offers are automatically resent.

Here's a look at the key customer growth and retention metrics as of the first half of 2025:

Metric	Q1 2025 Value	Q2 2025 Value
Ending Active Locations	Approximately 88,000	Approximately 89,000
Dollar-based Net Revenue Retention (NRR)	111%	114%
Average Revenue Per Unit (ARPU)	Approximately $911	Approximately $955
Gross Revenue Retention	>98%	Not explicitly stated for Q2
Borderless Guest Accounts	16 million (as of Q1)	Exceeded 19 million

The platform's ability to drive expansion is also seen in module adoption. For example, Ben & Jerry's implemented ordering, rails, and Olo Pay card-not-present in Q1. The company is confident in executing its 2025 plans, including penetrating the more than $100 billion in card-present gross payment volume within its existing base.

Finance: review the impact of the Thoma Bravo acquisition agreement on Q3 2025 account management resources by next Tuesday.

Olo Inc. (OLO) - Canvas Business Model: Channels

You're looking at how Olo Inc. gets its platform and services into the hands of restaurant operators as of late 2025. It's a mix of direct selling to big names and building out a network of tech partners.

Direct sales force targeting multi-location enterprise restaurant brands

The direct sales effort focuses on landing and expanding with large, multi-location chains. This is where the big location counts come from. As of June 30, 2025, Olo Inc. was servicing approximately 89,000 active locations, which was a 9% increase year-over-year from the prior year. The hiring of Parrish Chapman as chief sales officer on May 5, 2025, signals a continued focus on scaling this direct enterprise approach. New deployments in Q1 2025 included multi-module wins with enterprise brands like Ben & Jerry's, and expansion deployments with others like Rubio's and Sonny's BBQ.

The monetization from these direct relationships is clear in the Average Revenue Per Unit (ARPU) metric. As of June 30, 2025, ARPU hit approximately $955, up 12% year-over-year. This shows the direct sales team is successfully upselling multiple modules-Order, Pay, and Engage-to existing customers, evidenced by the 114% Dollar-based Net Revenue Retention (NRR) reported for the same period.

Partner ecosystem for integrated solutions and referrals

Olo Inc. relies heavily on its network to extend reach and functionality. Over 750 restaurant brands trust the platform, supported by a network of more than 400 integration partners. This ecosystem drives both integration and referrals for Olo Inc.'s core platform and specialized services like Olo Pay and Catering+.

The platform's scale is supported by these channel partners:

• Network of more than 400 integration partners.
• Integration with Grubhub for Olo Dispatch.
• Partnership with FreedomPay for card-present Olo Pay functionality.
• Expansion deployments included Olo Pay card-not-present for Catering+ powered channels.

Olo's own website and developer portal for platform access

Direct digital engagement channels are key for customer-facing features. Olo Inc.'s Borderless, the passwordless checkout feature, is a direct-to-guest channel that recently exceeded 19 million total accounts across more than 450 brands as of June 30, 2025. The developer portal supports the ecosystem by providing access to the open SaaS platform for innovation.

Professional services team for implementation and onboarding

While specific professional services revenue isn't broken out, implementation and onboarding are critical to realizing the high NRR. The growth in active locations and multi-module deployments suggests a significant professional services load. The company expected full-year 2025 revenue in the range of $338.5 million to $340.0 million. Successful onboarding is what locks in the recurring platform revenue.

Industry conferences and thought leadership

Thought leadership is channeled through events and product releases that drive awareness and adoption among restaurant executives. The company announced numerous product enhancements during Olo Inc.'s 2025 Spring Release event. The focus of this thought leadership is helping restaurants drive profitable growth by leveraging guest data, which is the core of the Guest Data Flywheel strategy.

Here are the key operational metrics supporting the channel effectiveness as of mid-2025:

Metric	Value (as of June 30, 2025)	Value (as of March 31, 2025)
Ending Active Locations	Approximately 89,000	Approximately 88,000
Average Revenue Per Unit (ARPU)	Approximately $955	Approximately $911
Dollar-based Net Revenue Retention (NRR)	114%	111%
Total Restaurant Brands Served	Over 750	Over 750

Olo Inc. (OLO) - Canvas Business Model: Customer Segments

You're looking at the core of Olo Inc.'s business, which is squarely focused on the B2B side, specifically serving restaurant brands that need to scale their digital operations. The customer base is not just any restaurant; it's heavily weighted toward established, multi-location operators who see digital as mission-critical.

Large, multi-location enterprise restaurant brands (750+ brands)

The foundation of Olo Inc.'s client roster is its established network of brands. As of mid-2025, over 750 restaurant brands trust the platform. This segment, the enterprise-level chains, drives the largest share of revenue and represents the fastest area of growth for Olo Inc.. The company's platform is designed to handle the complexity these large groups bring to the table, evidenced by the platform supporting approximately 88,000 active locations as of March 31, 2025, growing to about 89,000 by June 30, 2025. To be fair, this concentration in the U.S. market is significant, with roughly 94.49% of the 775 order management customers located in the United States as of 2025.

Quick-service, fast-casual, and casual dining chains

Olo Inc.'s technology is built to be adaptable, which lets it serve a wide spectrum of restaurant concepts. You'll find everything from quick-service establishments to casual dining and even fine-dining restaurants using the platform to enhance their off-premise capabilities. The platform's modular nature helps it fit distinct operational models, whether a brand needs basic online ordering or advanced data analytics. For example, Red Lobster, a major seafood company, returned to the Olo Inc. ecosystem after trying an in-house solution, choosing the platform for its enhanced capabilities and cost-effectiveness.

Restaurant operators seeking to consolidate their digital tech stack

A key driver for adoption is the desire to simplify what can be a messy digital technology environment. Operators are looking to consolidate tools, and Olo Inc. shows it's delivering value within its existing base. This is reflected in the Dollar-based Net Revenue Retention (NRR), which stood at 111% at the end of Q1 2025 and improved to 114% by Q2 2025. That NRR figure tells you that existing customers are spending more, often by adopting more modules, which is the definition of tech stack consolidation success. Also, the Average Revenue Per Unit (ARPU) increased 12% year-over-year in both Q1 2025 (at about $911) and Q2 2025 (at about $955).

Brands with high digital order volume and a need for data aggregation

Brands with significant digital volume are prime targets because Olo Inc. processes millions of orders daily, gathering data from every touchpoint into a single source. This data aggregation is crucial for driving profitable traffic. The platform's passwordless checkout feature, Borderless, is a clear indicator of this high-volume segment. As of Q2 2025, Borderless exceeded 19 million total accounts across more than 450 brands. What this estimate hides is the network effect: more than 2 million of those Borderless guests have used the feature at two or more different brands, showing deep integration into guest behavior across multiple concepts.

These core metrics show the value Olo Inc. extracts from its customer base:

Metric	Q1 2025 Value	Q2 2025 Value
Average Revenue Per Unit (ARPU)	$911	$955
Dollar-based Net Revenue Retention (NRR)	111%	114%
Active Locations	Approx. 88,000	Approx. 89,000
Borderless Guest Accounts	16 million+	Exceeded 19 million

Growing regional restaurant groups with scaling needs

The platform attracts growing regional groups that need enterprise-grade tools without the lead time of building them internally. These groups are looking to scale efficiently across new and existing locations. The overall location count growth-adding about 2,000 net new locations in Q1 2025 to reach 88,000, and another 1,000 in Q2 2025 to reach 89,000-demonstrates this ongoing scaling need being met by Olo Inc.. The company's focus on helping brands 'do more with less' resonates with operators facing rising input costs.

You can see the types of brands actively deploying new modules:

• Enterprise brands like Ben & Jerry's deployed Olo Ordering, Rails, and Olo Pay.
• Expansion deployments included First Watch adopting Olo Pay for card-not-present transactions.
• Emerging enterprise groups, like Cupbop Korean BBQ, saw multi-suite new deployments.

If onboarding takes 14+ days, churn risk rises, so speed to value is key for these scaling groups.

Olo Inc. (OLO) - Canvas Business Model: Cost Structure

You're looking at the core expenses that fuel Olo Inc.'s platform and growth engine. Honestly, for a high-growth SaaS company like Olo Inc., the cost structure is where you see the trade-off between scaling the core service and investing heavily in future features.

The Cost of Revenue is a major component, representing the direct costs to deliver the platform services. For the first quarter of 2025, the total cost of revenue was exactly $36.366 million, which is the figure you mentioned. This is the cost associated with keeping the lights on and processing transactions for their existing customer base.

Here's a breakdown of that Cost of Revenue for Q1 2025:

Cost Component	Amount (in thousands)	Percentage of Total Cost of Revenue
Platform Cost of Revenue	$35,596	98.0%
Professional Services and Other Cost of Revenue	$770	2.1%
Total Cost of Revenue	$36,366	100.0%

The vast majority of the cost of revenue, nearly 98.0%, is tied directly to the platform operations, which makes sense given their business model. To be fair, this figure benefited from approximately $1 million of one-time cost of revenue adjustments associated with Olo Pay in Q1 2025, which means the normalized cost was slightly higher.

Operating expenses are where Olo Inc. puts its investment dollars for future growth, and these are substantial. For Q1 2025, total operating expenses reached $46.730 million. This spend is concentrated in three main areas:

• Research and development (R&D) expenses were $17.108 million for the quarter.
• General and administrative (G&A) overhead was $15.790 million.
• Sales and marketing (S&M) costs totaled $13.832 million.

Research and development (R&D) expenses are significant, clocking in at $17.108 million in Q1 2025. This spend fuels product innovation like Olo Guest Intelligence and the continued development of modules like Rails. You'd expect this to remain a high priority as they push new features to increase Average Revenue Per Unit (ARPU), which was $911 in Q1 2025.

Sales and marketing (S&M) costs, at $13.832 million in Q1 2025, are the fuel for acquiring and expanding enterprise accounts. This is the cost to drive the growth that resulted in adding approximately 2,000 net new locations sequentially to reach approximately 88,000 active locations as of March 31, 2025.

General and administrative (G&A) overhead, which includes defintely legal and compliance costs necessary for a public company operating in the payments space, was $15.790 million in the first quarter of 2025.

The costs related to transaction processing are embedded within both Cost of Revenue and the overall revenue mix, particularly with Olo Pay. Olo Inc. is targeting $110 million in Olo Pay revenue for the full year 2025 as they ramp up card-present payments. For Olo Dispatch orders, the store floats the Dispatch fees and tips until Olo withdraws them in the monthly invoice, meaning these variable transaction costs flow through the Cost of Revenue line item.

The overall result of this cost structure in Q1 2025 was an operating loss of $2.416 million on a GAAP basis, a significant improvement from the $7.160 million loss in the prior year period. Non-GAAP operating income was $11.5 million, or 14.3% of total revenue.

Finance: draft 13-week cash view by Friday.

Olo Inc. (OLO) - Canvas Business Model: Revenue Streams

You're looking at how Olo Inc. (OLO) converts its platform usage into actual dollars, which is key to understanding its valuation, especially post-acquisition by Thoma Bravo in September 2025. The revenue model is fundamentally a high-retention Software-as-a-Service (SaaS) structure, layered with usage-based fees from its growing payment and delivery modules.

The overall financial expectation for the fiscal year remains strong, built on the momentum seen in the first half of 2025. For the full year 2025, Olo Inc. projects total revenue to fall between $338.5 million and $340.0 million.

The core revenue engine is the platform itself, which saw total revenue increase 22% year-over-year to $85.7 million in the second quarter of 2025. This platform revenue, which includes the core Order suite, grew 21% year-over-year to $84.1 million in Q2 2025. The stickiness of this model is shown by the Dollar-based Net Revenue Retention (NRR) rate, which stood at a robust 114% as of the second quarter of 2025.

Here is a breakdown of the components that make up the revenue:

Revenue Component	Basis of Charge	Latest Reported Metric/Guidance
Platform Subscription Fees (SaaS)	Per active location per month (Base for Order suite)	Active locations totaled approximately 89,000 as of June 30, 2025. Average Revenue Per Unit (ARPU) was approximately $955 in Q2 2025.
Transaction-based fees from Olo Pay	Transaction volume (Integrated payments)	Olo targeted $110 million in Olo Pay revenue for 2025.
Transaction-based fees from Olo Dispatch	Transaction volume (Delivery management)	A restaurant might pay a $0.50 transactional fee for Dispatch, though this is contract-dependent.
Professional services and other revenue	Implementation, support, and custom development	This category represented approximately 1.9% of Total Revenue in Q2 2025.
Full-Year 2025 Revenue Projection	Total Expected Revenue	Between $338.5 million and $340.0 million.

The platform subscription fees are the foundation. The base subscription for the Order suite is charged on a per-location, per-month basis. With the total active location count growing to approximately 89,000 by the end of Q2 2025, this recurring base is substantial. The ARPU, which captures all modules, reached approximately $955 in Q2 2025, up 12% year-over-year.

The growth in transaction-based revenue is where the upside is concentrated. Olo Pay, which now includes POS-integrated payments for in-store transactions, is a major focus. Management had set a specific revenue target for Olo Pay for the 2025 fiscal year, aiming for $110 million. This is layered on top of the base subscription.

For Olo Dispatch, which acts as a delivery provider broker, the fee structure is flexible, but one example noted is a potential $0.50 transactional fee for the service. The Dispatch fee charged to the customer can also be configured based on subtotal tiers, such as a percentage of the order subtotal for orders over $10.

Professional services and other revenue, which covers implementation and support, is a much smaller part of the overall picture. Based on Q2 2025 results, this segment accounted for about 1.9% of total revenue, with the core Platform Revenue making up the remaining 98.1%. This confirms the business is overwhelmingly driven by recurring software access and transaction volume.

• Platform Revenue (Order, Pay, Engage Suites) growth was 21% year-over-year in Q2 2025.
• Gross Revenue Retention remained above 98% in Q1 2025.
• Total revenue for Q1 2025 was $80.7 million.
• Total revenue for Q2 2025 was $85.7 million.

Finance: review the Q3 2025 revenue run-rate against the full-year guidance midpoint by next Tuesday.