Arr finance the CME FedWatch Tool’s latest

The CME FedWatch Tool’s latest probabilities raise market confidence in a 25bps cut by September, a scenario that would ease pressure on ARR Finance’s funding costs and improve quarterly ROE. Though seasonality played a role, TOST is witnessing strong operational strength. TOST added a record 8,500 net new locations, ending the quarter with 148,000 total locations, up 24% year over year. Management expects net adds in 2025 to top the figure of 2024. Also, this expansion, coupled with 31% ARR growth and a 35% rise in fintech and subscription gross profit, supports cash generation. The Brain Suite is designed to enable Agentic Commerce , giving enterprises the ability to deploy autonomous AI agents that can search, transact, fulfill, and personalize in real time, defining the next era of enterprise commerce. ARR Finance’s Q1 2024 earnings report indicated net interest income of $28.6M, beating consensus by 3.2%. The improved spread on agency MBS positions hints at potential quarterly EPS upside if prepayment rates remain in check through April.