Side-by-side comparison of AI visibility scores, market position, and capabilities
Oracle Corporation's hospitality technology division; OPERA Cloud PMS for major hotel brands (Marriott/Hilton/Hyatt), MICROS restaurant POS — OPERA 5 to OPERA Cloud migration program as primary 2025 growth driver.
Oracle Hospitality is the hospitality technology business unit of Oracle Corporation (NYSE: ORCL) — providing cloud-based property management systems (PMS), point-of-sale systems, loyalty platforms, and distribution management solutions to hotels, resorts, cruise lines, casinos, and restaurants globally through the OPERA Cloud PMS platform and the MICROS F&B point-of-sale system. Oracle Hospitality serves the world's major hotel brands — Marriott, Hilton, Hyatt, IHG, Wyndham, and thousands of independent properties — with OPERA Cloud managing reservations, front desk check-in/check-out, room assignments, rate management, and guest profile data in a multi-property cloud platform that replaced the legacy on-premises OPERA 5 system. Oracle acquired Micros Systems (restaurant and hospitality POS) in 2014 for $5.3 billion and has operated the hospitality technology division as Oracle Hospitality since. Oracle Corporation named Clay Magouyrk and Mike Sicilia as co-CEOs in 2025 (replacing Safra Catz, who transitioned to executive vice chair), with Larry Ellison remaining as Chairman and CTO — a leadership transition that signals the next phase of Oracle's cloud infrastructure and AI strategy in which Oracle Hospitality's cloud-native property management platform benefits from Oracle Cloud Infrastructure (OCI) and Oracle's AI integration capabilities. The OPERA Cloud PMS migration (moving legacy hotel properties from on-premises OPERA 5 servers to Oracle's cloud-hosted OPERA Cloud) represents one of the largest hospitality industry digital transformation programs underway globally.
Q3 2025 $1.63B revenue (+25.1% YoY); 156K locations powered globally; $2.0B+ ARR (+30% YoY); $159.1B GPV FY2024 (+26% YoY); 97.36% customers from US; restaurant POS leader
Toast was founded in 2011 in Boston with the mission of building an all-in-one technology platform purpose-built for the restaurant industry. Unlike generic point-of-sale vendors that adapted retail software for food service, Toast designed its hardware, software, and payments stack from the ground up around restaurant workflows — table management, kitchen display systems, online ordering, payroll, and inventory unified in a single cloud platform.\n\nToast's product suite covers the full restaurant operating stack: POS terminals and handheld order devices, kitchen display screens, Toast Go handhelds for tableside payments, online ordering and delivery integrations, catering management, payroll and scheduling, and xtraCHEF for back-of-house food cost analytics. The platform serves independent restaurants, multi-location chains, quick-service concepts, and enterprise groups. Its open API allows integrations with hundreds of third-party tools, and the Toast for Enterprise tier serves national brands with centralized menu and reporting management.\n\nAs of Q3 2025, Toast reported $1.63 billion in quarterly revenue, up 25.1% year-over-year, with annualized recurring revenue exceeding $2 billion and gross payment volume of $159.1 billion for fiscal 2024. The company serves more than 156,000 restaurant locations globally and trades on the NYSE under the ticker TOST. Toast's vertical focus and deep restaurant-specific functionality give it a durable competitive moat against horizontal POS vendors.
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