For the quarter ended March 2025, Lightspeed Commerce Inc. (LSPD) reported revenue of $253.42 million, up 10.1% over the same period last year. EPS came in at $0.10, compared to $0.06 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $251.36 million, representing a surprise of +0.82%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.10.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Core Viewpoint - Lightspeed Commerce Inc. reported quarterly earnings of $0.10 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.06 per share a year ago [1] - The company has consistently surpassed consensus EPS estimates, achieving this three times in the last four quarters [1] Financial Performance - Lightspeed POS generated revenues of $253.42 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 0.82% and up from $230.22 million year-over-year [2] - The company has also topped consensus revenue estimates three times over the last four quarters [2] Stock Performance - Lightspeed POS shares have declined approximately 29.3% since the beginning of the year, contrasting with the S&P 500's decline of only -0.6% [3] - The stock's immediate price movement will largely depend on management's commentary during the earnings call [3] Future Outlook - Current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $283.93 million, and for the current fiscal year, it is $0.55 on revenues of $1.17 billion [7] - The estimate revisions trend for Lightspeed POS is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Lightspeed POS belongs, is currently ranked in the top 26% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Total revenue in the year of $1,076.8 million, an increase of 18% year-over-yearTotal revenue in the quarter of $253.4 million, grew 10% year-over-year Gross margin improved to 44%, with gross profit increasing 12% year-over-yearMonthly ARPU1 grew 13% year-over-year to ~$489 while subscription ARPU1 grew 11%Repurchased ~18.7 million shares, or ~12% of total shares outstanding, for proceeds of ~$219 million in last 12 months2Lightspeed reports in US dollars and in accordance with IFRS Accounting Standards.MO ...

"Lightspeed just entered its 20th year in business, and we wouldn't be where we are today without a dedicated commitment to providing product innovation that supports our customers' growth ambitions," said Dax Dasilva, Founder and Chief Executive Officer of Lightspeed. "Retailers and restaurants around the globe are facing complex challenges to their business, and it's our goal to help those customers better understand their operations, their customers and their opportunities for growth." Lightspeed's Q4 in ...

Lightspeed Commerce Inc. (LSPD) ended the recent trading session at $9.72, demonstrating a -0.82% swing from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily gain of 0.63%. On the other hand, the Dow registered a gain of 0.21%, and the technology-centric Nasdaq increased by 1.52%.Shares of the company witnessed a gain of 8.29% over the previous month, beating the performance of the Computer and Technology sector with its gain of 1.66% and the S&P 500's loss of 0.7%. ...

New SuiteApp for retail point of sale meets Oracle NetSuite SuiteCloud Platform development standards and best practices MONTREAL, April 16, 2025 /PRNewswire/ - Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD), the one-stop commerce platform empowering merchants to provide the best omnichannel experiences, today announced that its Lightspeed Retail SuiteApp has achieved the 'Built for NetSuite' status. The new SuiteApp, built using the Oracle NetSuite SuiteCloud Platform, helps organizations further simpli ...

The latest trading session saw Lightspeed Commerce Inc. (LSPD) ending at $9.13, denoting a +0.22% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.79%. At the same time, the Dow added 0.78%, and the tech-heavy Nasdaq gained 0.64%.Prior to today's trading, shares of the company had lost 15.49% over the past month. This has lagged the Computer and Technology sector's loss of 4.81% and the S&P 500's loss of 3.56% in that time.Market participants will be cl ...

Core Insights - Lightspeed has introduced a Seasonality Forecasting model that enhances demand prediction for retailers by analyzing year-over-year trends, allowing for smarter purchasing decisions and reducing stockouts during peak periods [1][3] - The new model has reportedly led to an increase of approximately $13,000 in gross profit for merchants utilizing Lightspeed Insights, based on typical inventory values [1][7] - Lightspeed's Seasonality Forecasting is integrated directly into its POS platform, eliminating the need for third-party integrations or manual data analysis, thus positioning Lightspeed as a leader in retail innovation [2][5] Inventory Management Enhancements - Retailers face significant challenges in inventory planning, with Lightspeed's tools addressing issues such as inaccurate forecasting, stockouts, and overstocking [3][7] - The implementation of Sales Visualizations allows merchants to dynamically view sales trends through interactive graphs, simplifying complex data and enabling better performance tracking [3][5] - Merchants using Lightspeed Insights experience approximately 26% fewer days out of stock for top-selling items, which can enhance sales by ensuring high-demand products are restocked more quickly [7][10] Product Visibility and Insights - Lightspeed is enhancing the NuORDER's Order Trends feature, providing retail buyers with insights into top-performing products, categories, sizes, and colors, which is now available to U.S.-based NuORDER customers [4][5] - The overall enhancements empower buyers with trend-based insights, helping them stock in-demand products effectively, thereby driving sales and reducing waste [5][6] Geographic Availability - The new Lightspeed Insights features are now available to all Lightspeed Retail merchants across North America, Europe, and beyond, facilitating better inventory planning and increased profitability [5][11]

Company Performance - Lightspeed Commerce Inc. (LSPD) ended the latest trading session at $7.97, reflecting a +1.4% change from the previous close, outperforming the S&P 500's daily loss of 0.23% [1] - Over the past month, shares of Lightspeed have decreased by 31.11%, which is significantly worse than the Computer and Technology sector's loss of 16.18% and the S&P 500's loss of 12.13% [1] Upcoming Earnings - Lightspeed Commerce Inc. is projected to report earnings of $0.10 per share, indicating a year-over-year growth of 66.67% [2] - The consensus estimate for revenue is $253.66 million, representing a 10.18% increase compared to the same quarter last year [2] Analyst Estimates - Recent changes to analyst estimates for Lightspeed Commerce Inc. are important as they reflect the evolving nature of near-term business trends, with positive revisions seen as a favorable sign for the company's outlook [3] Valuation Metrics - Lightspeed Commerce Inc. has a Forward P/E ratio of 14.47, which is lower than the industry average of 23.71, suggesting that the company is trading at a discount [6] - The company currently has a PEG ratio of 0.26, compared to the Internet - Software industry's average PEG ratio of 1.77, indicating a more favorable growth valuation [7] Industry Ranking - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 82, placing it in the top 34% of over 250 industries [7] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks within the industry, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Core Insights - Lightspeed has introduced PO Sync, an enhancement within Lightspeed NuORDER, allowing retailers to automate order replenishments directly from their POS platform, streamlining a traditionally manual process [1][3] - The Lightspeed NuORDER network connects over 4,000 brands with more than 100,000 retailers, transforming wholesale commerce into a more efficient, data-driven partnership [2][11] - The integration of PO Sync with Lightspeed's POS system enables real-time inventory tracking and automated ordering, reducing errors and improving stock management [7][9] Retailer Benefits - Retailers utilizing Order Recommendations have experienced a 26% reduction in days out of stock, with PO Sync facilitating direct application of these insights to replenishment orders [5][4] - The new brand partner types, Connect and Catalog, allow retailers to manage catalogs and ordering more effectively, leading to increased brand consistency and faster reorders [6][11] - Retailers like Treadz Shoes have reported significant efficiency gains, with about 50% of their suppliers on Lightspeed NuORDER, reducing human error in order processing [9][8] Operational Efficiency - The integration of wholesale purchasing and inventory management into a single system allows businesses to focus on growth rather than back-end operations, enhancing overall workflow efficiency [7][10] - Accurate catalog management ensures retailers have access to the latest product information, improving product and brand discovery [16] - Insight-driven reorders leverage smart analytics to optimize restocking decisions based on sales trends and inventory performance [16]