OLO Inc. (OLO): Canvas du modèle d'entreprise [Jan-2025 Mise à jour]

Dans le monde en évolution rapide de la technologie des restaurants, Olo Inc. apparaît comme une force transformatrice, révolutionnant la commande numérique et la gestion de la livraison pour les restaurants de toutes tailles. En intégrant de manière transparente des solutions logicielles de pointe sur plusieurs plateformes, Olo est devenu un catalyseur critique pour les restaurants cherchant à optimiser leurs opérations numériques et à améliorer les expériences des clients sur un marché de plus en plus concurrentiel. Cette répartition complète du Modèle Business Canvas d'Olo révèle les stratégies complexes et les approches innovantes qui ont positionné l'entreprise comme un acteur pivot de l'écosystème de la technologie des restaurants.

OLO Inc. (OLO) - Modèle d'entreprise: partenariats clés

Plateformes de technologie des restaurants et systèmes de points de vente (POS)

OLO s'associe aux systèmes POS suivants:

Partenaire de point de vente	Statut d'intégration	Portée du marché
Griller	Intégration complète	Plus de 55 000 emplacements de restaurants
Carré	Partenariat complet	Plus de 40 000 clients de restauration
RCNP	Intégration au niveau de l'entreprise	Plus de 25 000 emplacements de restaurants

Services de livraison tiers

Les partenariats de la plate-forme de livraison d'Olo comprennent:

• Uber Eats (Volume de traitement: 9,4 milliards de dollars en 2023)
• Doordash (restaurants intégrés: 65 000+)
• Grubhub (couverture réseau: 300 000 restaurants)

Fournisseurs d'infrastructures cloud

Fournisseur de cloud	Dépenses annuelles	Niveau de service
Amazon Web Services (AWS)	12,3 millions de dollars en 2023	Infrastructure de qualité d'entreprise
Google Cloud	5,7 millions de dollars en 2023	Solutions d'évolutivité avancées

Partenaires de traitement des paiements

Plates-formes de traitement des paiements intégrés:

• Stripe (volume de transaction: 640 millions de dollars en 2023)
• PayPal (restaurants intégrés: 45 000+)
• Adyen (couverture mondiale des paiements: 20+ pays)

Sociétés d'intégration de logiciels d'entreprise

Partenaire d'intégration	Portée de l'intégration	Clients de l'entreprise
Salesforce	Intégration CRM	Plus de 150 clients des entreprises de restaurants
Oracle	Planification des ressources d'entreprise	100+ systèmes de gestion des restaurants

Olo Inc. (OLO) - Modèle d'entreprise: activités clés

Développement de la plate-forme de commande et de gestion de la livraison numérique

Au quatrième trimestre 2023, la plate-forme de commande numérique d'Olo a soutenu plus de 81 000 emplacements de restaurants sur plus de 500 marques de restaurants.

Métrique de la plate-forme	Données quantitatives
Emplacements totaux de restaurants	81,000+
Nombre de marques de restaurants	500+
Volume annuel de commande numérique	365 millions de commandes

Fournir des solutions logicielles en tant que service (SaaS) pour les restaurants

En 2023, Olo a généré 297,2 millions de dollars de revenus totaux de SaaS Restaurant Technology Solutions.

• Intégration de la plate-forme de livraison de répartition
• Système de commande en ligne Rails
• Transacter les solutions de paiement
• Plateforme de gestion des commandes probable

Innovation de plate-forme continue et amélioration des fonctionnalités

Les investissements en R&D pour 2023 étaient de 54,3 millions de dollars, ce qui représente 18,3% des revenus totaux.

Métrique d'innovation	2023 données
Investissement en R&D	54,3 millions de dollars
R&D en pourcentage de revenus	18.3%
Nouvelles fonctionnalités de plate-forme lancées	12 mises à jour majeures

Services de support client et de mise en œuvre technique

Olo a maintenu un taux de rétention de clientèle de 95% en 2023 avec des équipes de support technique dédiées.

• Infrastructure de support technique 24/7
• Spécialistes de la mise en œuvre dédiés
• Processus d'intégration personnalisés

Analyse des données et optimisation des performances

Traitement environ 365 millions de commandes numériques par an avec des capacités d'analyse avancées.

Métrique analytique	Données quantitatives
Commandes numériques annuelles traitées	365 millions
Suivi des performances en temps réel	99,9% de disponibilité
Capacité de traitement des données	Plus de 500 téraoctets / mois

Olo Inc. (OLO) - Modèle d'entreprise: Ressources clés

Restaurant propriétaire Technologie de commande numérique

Au quatrième trimestre 2023, la plate-forme de commande numérique d'Olo prend en charge plus de 74 000 emplacements de restaurants sur plus de 300 marques d'entreprise. La plate-forme traite environ 1 milliard de commandes numériques par an.

Métrique technologique	Données quantitatives
Emplacements de restaurants soutenus	74,000+
Marques d'entreprise	300+
Commandes numériques annuelles traitées	1 milliard

Équipe de génie logiciel et de développement

En janvier 2024, Olo emploie 380 ingénieurs logiciels à plein temps et développeurs.

• Total des employés: 600
• Taille de l'équipe d'ingénierie: 380
• Pourcentage d'effectif d'ingénierie: 63,3%

Réseau étendu de l'industrie de la restauration

Le réseau d'Olo comprend des partenariats avec les principales plateformes de technologie des restaurants et les systèmes de points de vente.

Catégorie de partenaire de réseau	Nombre de partenariats
Intégrations du système POS	75+
Plates-formes de livraison tierces	15+

Infrastructure technologique basée sur le cloud

L'infrastructure cloud d'Olo prend en charge le traitement des commandes en temps réel avec une disponibilité de 99,99%.

• Fournisseur de services cloud: Amazon Web Services (AWS)
• Centres de données: plusieurs régions
• Time de disponibilité du système: 99,99%

Propriété intellectuelle et brevets logiciels

Depuis 2023, Olo détient 27 brevets logiciels enregistrés liés aux technologies de commande numérique.

Métrique de la propriété intellectuelle	Données quantitatives
Brevets totaux enregistrés	27
Catégories de brevets	Commande numérique, technologie des restaurants

OLO Inc. (OLO) - Modèle d'entreprise: propositions de valeur

Expérience de commande numérique rationalisée pour les restaurants

Olo a traité 571 millions de commandes numériques en 2022, ce qui représente une augmentation de 23% sur l'autre. La plate-forme prend en charge plus de 400 marques de restaurants sur plusieurs segments.

Métrique de commande numérique	2022 Performance
Commandes numériques totales	571 millions
Croissance d'une année à l'autre	23%
Marques de restaurants soutenues	400+

Solutions de commande omnicanal sur plusieurs plateformes

Capacités complètes d'intégration de la plate-forme Sur les canaux de livraison Web, mobiles et tiers.

• Intégration directe avec les principales plateformes de livraison
• Prise en charge de la commande mobile native
• Solutions de commande sur le Web

Efficacité opérationnelle accrue pour les clients des restaurants

La plate-forme d'Olo réduit le temps de traitement des commandes en moyenne de 45% pour les partenaires des restaurants.

Métrique d'efficacité opérationnelle	Impact de la performance
Réduction du temps de traitement des commandes	45%
Économies de coûts moyens par restaurant	17 500 $ par an

Technologie évolutive soutenant les petits restaurants au niveau de l'entreprise

L'infrastructure technologique soutient les restaurants allant des entreprises locales à emplacement unique aux chaînes nationales avec plus de 5 000 emplacements.

• Taille minimale du restaurant: emplacement unique
• Réseau de restauration maximum: plus de 5 000 emplacements
• Modèles de tarification flexibles

Intégration complète de l'écosystème technologique des restaurants

Olo offre une intégration avec plus de 100 partenaires technologiques, y compris des systèmes de points de vente, des processeurs de paiement et des plateformes de fidélité.

Catégorie d'intégration technologique	Nombre de partenaires
Systèmes de point de vente	45+
Processeurs de paiement	25+
Plateformes de fidélité	30+

OLO Inc. (OLO) - Modèle d'entreprise: relations avec les clients

Gestion de compte dédiée

Au quatrième trimestre 2023, Olo dessert 725 marques de restaurants avec plus de 90 000 emplacements de restaurants. Les clients des entreprises reçoivent un support de gestion des comptes personnalisé avec un taux moyen de rétention de la clientèle de 95%.

Segment de clientèle	Niveau de gestion du compte	Temps de réponse moyen
Clients de l'entreprise	Gestionnaire de compte dédié	2-4 heures
Clients du marché intermédiaire	Prise en charge du compte partagé	6-8 heures
Clients des petites entreprises	Support standard	24 heures

Portail de support en ligne en libre-service

Olo fournit une plate-forme de support en ligne complète avec un accès 24/7 aux ressources.

• Plus de 500 articles de base de connaissances en libre-service
• Suivi de l'état du système en temps réel
• Bibliothèque de documentation technique
• Référentiel de didacticiels vidéo

Mises à jour régulières des produits et versions des fonctionnalités

En 2023, Olo a publié 37 mises à jour majeures de produits sur sa plate-forme, avec une moyenne de 3 améliorations importantes des fonctionnalités par trimestre.

Équipe de réussite client pour la mise en œuvre

Olo maintient une équipe de réussite client dédiée avec un temps de mise en œuvre moyen de 45 à 60 jours pour les clients d'entreprise. L'équipe prend en charge l'intégration sur plusieurs canaux de commande numériques.

Étape de mise en œuvre	Durée moyenne	Niveau de soutien
Consultation initiale	2 semaines	Touche élevée
Intégration technique	3-4 semaines	Support technique
Formation et intégration	1-2 semaines	Complet

Ressources de base de la communauté et des connaissances

Olo maintient un vaste écosystème numérique pour l'engagement et le support des clients.

• 350+ membres du forum communautaire
• Série de webinaires trimestriels
• Conférence annuelle des utilisateurs
• Ressources dédiées aux développeurs

OLO Inc. (OLO) - Modèle d'entreprise: canaux

Équipe de vente directe

Depuis le quatrième trimestre 2023, Olo Inc. maintient une équipe de vente directe d'environ 127 professionnels de la vente ciblant les décideurs de la technologie des restaurants.

Métrique de l'équipe de vente	Valeur
Représentants des ventes totales	127
Durée moyenne du cycle des ventes	45-60 jours
Segment de restaurant cible	Marques de restaurants multi-unités

Site Web de l'entreprise

La principale chaîne numérique d'Olo est Olo.com, qui a généré 42 673 visiteurs de sites Web uniques en décembre 2023.

Métrique de performance du site Web	Valeur
Visiteurs uniques mensuels	42,673
Taux de conversion du site Web	3.2%

Plateformes de marketing numérique

Olo utilise plusieurs canaux de marketing numérique avec une approche ciblée.

• Budget publicitaire LinkedIn: 387 000 $ par an
• DES ADRES Google: 214 500 $ par an
• Plateformes marketing ciblées: réseau de technologie des restaurants, gestion moderne des restaurants

Conférences de l'industrie de la restauration

Olo participe à des événements clés de l'industrie pour générer des prospects et présenter la technologie.

Conférence	Participation annuelle	Génération de leads
Spectacle de la National Restaurant Association	Parrain principal	287 pistes qualifiées
Conférence FSTEC	Exposant	164 pistes qualifiées

Réseaux de référence partenaires

Olo entretient des partenariats stratégiques avec les fournisseurs de technologie et de paiement.

• Intégrations totales de partenaires actifs: 42
• Revenus de référence des partenaires: 4,3 millions de dollars en 2023
• Partenaires clés:
  • Toast pos
  • Carré
  • Bande
  • Micros / oracle

Olo Inc. (OLO) - Modèle d'entreprise: segments de clientèle

Restaurants à service rapide

Depuis le quatrième trimestre 2023, Olo dessert plus de 400 marques de restaurants à service rapide, représentant 25% de leur clientèle totale.

Caractéristiques du segment	Détails
Clients QSR totaux	Plus de 400 marques de restaurants
Revenu annuel moyen par client	$75,000 - $150,000

Chaînes de restaurants à service complet

Olo prend en charge plus de 250 chaînes de restaurants à service complet à partir de 2024.

Métriques du segment	Points de données
Clients de restauration totale à service complet	250+ chaînes de restaurants
Pourcentage de la clientèle totale	15-20%

Groupes de restaurants de niveau d'entreprise

Les clients d'entreprise représentent le segment la plus élevée d'Olo, représentant 40% de leur chiffre d'affaires total en 2023.

• Nombre de clients d'entreprise: 75-100 groupes de restaurants
• Valeur du contrat moyen: 250 000 $ - 500 000 $ par an
• Taille de groupe typique: 50+ emplacements de restaurants

Opérateurs de restaurants indépendants

Olo sert environ 100 à 150 exploitants de restaurants indépendants via leur plate-forme.

Segment Overview	Métrique
Restaurants indépendants totaux	100-150 opérateurs
Abonnement à plate-forme moyen	5 000 $ - 25 000 $ par an

Marques de restaurants multi-emplacements

Les marques multi-emplacements représentent 35% du portefeuille de clients d'Olo à 2024.

• Total des clients multi-emplacements: 200+ marques
• Nombre moyen d'emplacements par marque: 20-50
• Dépenses de plate-forme annuelles typiques: 100 000 $ - 300 000 $

OLO Inc. (OLO) - Modèle d'entreprise: Structure des coûts

Frais de recherche et de développement

Pour l'exercice 2023, OLO Inc. a déclaré des frais de recherche et de développement de 47,5 millions de dollars, ce qui représente environ 35% des revenus totaux.

Exercice fiscal	Dépenses de R&D	Pourcentage de revenus
2023	47,5 millions de dollars	35%
2022	42,3 millions de dollars	33%

Maintenance des infrastructures cloud

Les coûts d'infrastructure cloud pour OLO Inc. en 2023 étaient d'environ 12,8 millions de dollars, ce qui comprend l'hébergement, la maintenance des serveurs et les dépenses de service cloud.

• Amazon Web Services (AWS) Fournisseur d'infrastructures cloud primaire
• Investissement annuel des infrastructures cloud: 12,8 millions de dollars
• Estimé 10 à 15% sur la croissance des coûts des infrastructures sur l'autre

Investissements de vente et de marketing

OLO Inc. a alloué 53,2 millions de dollars aux frais de vente et de marketing en 2023, ce qui représente 39% des revenus totaux.

Métriques de vente et de marketing	Valeur 2023
Dépenses totales	53,2 millions de dollars
Pourcentage de revenus	39%

Acquisition du personnel et des talents

Les dépenses de personnel pour OLO Inc. en 2023 ont totalisé 72,6 millions de dollars, y compris les salaires, les avantages sociaux et les frais de recrutement.

• Total des dépenses du personnel: 72,6 millions de dollars
• Compensation moyenne des employés: 145 000 $
• Nombre total d'employés: 498 (au 31 décembre 2023)

Opérations de support client

Les coûts des opérations de support client pour OLO Inc. étaient d'environ 8,5 millions de dollars en 2023.

Métriques du support client	Valeur 2023
Dépenses de soutien total	8,5 millions de dollars
Personnel de soutien	62 employés

OLO Inc. (OLO) - Modèle d'entreprise: Strots de revenus

Frais de plate-forme SaaS basés sur l'abonnement

Pour l'exercice 2023, Olo a déclaré un chiffre d'affaires total de 241,4 millions de dollars, avec une partie importante dérivée des frais basés sur l'abonnement.

Catégorie de revenus	Montant (2023)	Pourcentage du total des revenus
Frais d'abonnement	186,3 millions de dollars	77.2%

Revenus basés sur les transactions

Olo génère des revenus basés sur les transactions via sa plate-forme de commande et de livraison numérique.

Type de transaction	Contribution des revenus
Transactions de commande numérique	42,7 millions de dollars

Frais de mise en œuvre et d'intégration

Frais de mise en œuvre uniques pour les nouveaux clients des restaurants.

• Frais de mise en œuvre moyens: 15 000 $ - 25 000 $ par client
• Revenus de mise en œuvre totale en 2023: 12,6 millions de dollars

Prix ​​de solution personnalisée au niveau de l'entreprise

Solutions personnalisées pour les grandes chaînes de restaurants avec des besoins de commande numériques complexes.

Segment client d'entreprise	Valeur du contrat annuel moyen
Grandes chaînes de restaurants	$250,000 - $500,000

Frais de service et d'intégration supplémentaires

Revenus des services supplémentaires et intégrations API.

• Frais d'intégration de l'API: 5 000 $ - 10 000 $ par intégration
• Revenus de services supplémentaires: 6,8 millions de dollars en 2023

Répartition totale des revenus pour 2023:

Flux de revenus	Montant
Frais d'abonnement	186,3 millions de dollars
Revenus de transactions	42,7 millions de dollars
Frais de mise en œuvre	12,6 millions de dollars
Services supplémentaires	6,8 millions de dollars

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.