Q1 2026 Lightspeed Commerce Inc Earnings Call Transcript

Jul 31, 2025 / 12:00 PM GMT

Release Date Price: $12.44 (-5.40%)

Transcript

Key Points

Positve

Lightspeed Commerce Inc (LSPD) reported a 15% year-over-year increase in revenue, exceeding the high end of their outlook.
Gross profit increased by 19%, significantly above the company's outlook of 13%.
Payments penetration reached 41%, up from 36% in the same quarter last year.
Adjusted EBITDA came in at $16 million, up 55% year over year.
The company added approximately 1,700 net new customer locations in their growth engines, with total growth engine locations up 5% year over year.

Negative

Despite strong results, the company did not increase its full-year guidance, indicating potential caution about future performance.
The growth in customer locations, while positive, is still below the targeted 10-15% CAGR over three years.
The macroeconomic environment remains fluid, which could impact future performance.
There is increased competition in the US retail POS market and European restaurant market, which may lead to higher costs of growth.
The company's efficiency markets have a lower payments penetration rate of 35%, indicating room for improvement.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LSPD.TO - Lightspeed Commerce Inc
Q1 2026 Lightspeed Commerce Inc Earnings Call
Jul 31, 2025 / 12:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Thank you for standing by. My name is Van, and I will be your conference operator today. At this time, I would like to welcome everyone to the Lightspeed 1st quarter 2026 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your telephone keypad. If you would like to withdraw your question, press 1 again.

Thank you. I would now like to turn the call over to Glas Papaorou, head of industrial relations. Please go ahead.

--------------------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.