"In today's dynamic business landscape, merchants need more than just a point-of-sale system; they need a partner that provides intelligent tools to navigate complexity and seize opportunities," said Dax Dasilva, Founder and Chief Executive Officer of Lightspeed. "Our Q1 product releases reflect our unwavering commitment to delivering solutions that directly address the evolving needs of retailers, restaurateurs, and golf course operators, helping them optimize every aspect of their business from inventory ...

Company Performance - Lightspeed Commerce Inc. closed at $11.48, down 2.21% from the previous trading session, underperforming the S&P 500's loss of 0.33% [1] - Over the past month, shares of Lightspeed gained 2.09%, lagging behind the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - The company is set to release earnings on July 31, 2025, with projected earnings of $0.11 per share, reflecting a year-over-year growth of 10% [2] - Revenue is expected to be $286.85 million, indicating a 7.8% growth compared to the same quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at $0.51 per share and revenue at $1.19 billion, representing increases of 13.33% and 10.44% respectively from the prior year [3] Analyst Estimates - Recent changes to analyst estimates for Lightspeed suggest a favorable outlook on the company's business health and profitability [4] - The Zacks Consensus EPS estimate has remained stagnant over the past month, with Lightspeed currently holding a Zacks Rank of 3 (Hold) [6] Valuation Metrics - Lightspeed is trading at a Forward P/E ratio of 22.94, which is a discount compared to the industry average Forward P/E of 28.6 [7] - The company has a PEG ratio of 1.4, while the Internet - Software industry has an average PEG ratio of 2.21 [7] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, currently holding a Zacks Industry Rank of 67, placing it in the top 28% of over 250 industries [8]

Core Viewpoint - Lightspeed Commerce Inc. will report its first quarter 2026 financial results on July 31, 2025, and will host a conference call to discuss these results [1][2]. Company Overview - Lightspeed is a unified omnichannel platform that supports retail and hospitality businesses in over 100 countries [1][3]. - The company provides a comprehensive suite of services including point of sale, ecommerce, embedded payments, inventory management, reporting, and financial services [4]. Upcoming Financial Results - The financial results will be announced before the market opens on July 31, 2025, with a conference call scheduled for 8:00 am ET on the same day [1][2]. - Participants can register for the call in advance and will receive instructions via email [2]. Company Background - Founded in 2005 in Montréal, Canada, Lightspeed is dual-listed on the NYSE and TSX [5]. - The company has teams located across North America, Europe, and Asia Pacific [5].

Company Performance - Lightspeed Commerce Inc. (LSPD) ended the recent trading session at $11.78, showing a +1.2% change from the previous day's closing price, outperforming the S&P 500's daily loss of 0.07% [1] - Over the past month, shares of the company have decreased by 0.26%, underperforming the Computer and Technology sector's gain of 5.58% and the S&P 500's gain of 3.94% [1] Upcoming Earnings - The company's earnings per share (EPS) for the upcoming earnings disclosure are projected to be $0.11, reflecting a 10% increase from the same quarter last year [2] - Revenue is estimated to be $286.85 million, which is a 7.8% increase from the prior-year quarter [2] Annual Forecast - For the entire year, the Zacks Consensus Estimates forecast earnings of $0.51 per share and revenue of $1.19 billion, indicating changes of +13.33% and +10.44%, respectively, compared to the previous year [3] Analyst Revisions - Recent revisions to analyst forecasts for Lightspeed Commerce Inc. are important as they reflect evolving short-term business trends, with positive estimate revisions indicating optimism about the business outlook [4] Stock Performance and Valuation - The Zacks Rank system, which integrates estimate changes, currently ranks Lightspeed Commerce Inc. at 3 (Hold), with the consensus EPS projection remaining stagnant over the past 30 days [6] - The company is trading at a Forward P/E ratio of 22.75, which is a discount compared to the industry average Forward P/E of 29.09, and has a PEG ratio of 1.39, compared to the industry average PEG ratio of 2.22 [7] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 61, placing it in the top 25% of all 250+ industries [8]

Core Insights - Lightspeed Commerce Inc. has appointed Glen LeBlanc to its Board of Directors, effective July 1, 2025, to support its three-year strategy and transformation journey [1][3] - LeBlanc brings over 30 years of financial and accounting leadership experience, particularly in telecommunications and technology sectors, which is expected to enhance Lightspeed's growth and innovation [2][3] Company Overview - Lightspeed is a unified omnichannel platform serving retail and hospitality businesses in over 100 countries, focusing on growth and exceptional customer experiences [1][5] - The company offers a comprehensive suite of services including point of sale, ecommerce, embedded payments, inventory management, and financial services [6] Leadership Changes - Glen LeBlanc will also join the Audit Committee and Risk Committee, succeeding Paul McFeeters as Chair of the Audit Committee after the annual shareholders meeting on July 31, 2025 [3] - Paul McFeeters will not stand for re-election, and the company expressed gratitude for his contributions to its growth and success [4][3]

Core Insights - Toast Inc. (TOST) and Lightspeed Commerce Inc. (LSPD) are key players in the point-of-sale (POS) solutions market, with Toast focusing on restaurants and Lightspeed serving both restaurants and retail, making them direct competitors in the hospitality tech sector [1][2] Company Analysis: Toast Inc. (TOST) - TOST ended the first quarter with approximately 140,000 customer locations globally, reflecting a 25% year-over-year growth, and added over 6,000 net locations in the same period [3][9] - The company has only 10% penetration into its total addressable market (TAM) of 1.4 million locations, indicating significant long-term growth potential [3] - TOST is expanding into three new growth areas: enterprise, international, and food & beverage retail, with a target of exceeding 10,000 locations in these segments by the end of 2025 [4] - The introduction of AI-powered tools, such as Sous Chef and ToastIQ, is enhancing TOST's platform and improving operational efficiency for restaurant operators [5] - Despite strong growth, TOST faces challenges such as a 3% year-over-year decline in gross payment volume (GPV) per location, indicating lower average transaction volumes [7] Company Analysis: Lightspeed Commerce Inc. (LSPD) - LSPD reported an 18% revenue increase in fiscal 2025, surpassing $1 billion in annual revenues for the first time [8] - The company is strategically focusing on North American retail and European hospitality, with customer locations in these markets increasing over 3% year-over-year [10] - LSPD is investing heavily in innovation, with a 35% increase in product development budget for fiscal 2026 compared to fiscal 2025 [11] - Transaction-based revenues for LSPD rose 14% to $157.8 million, with GPV increasing by 40%, showcasing strong growth in its payments segment [12] - However, LSPD is also facing macroeconomic challenges, with a revenue growth guidance of 10% to 12% for the current fiscal year, lower than the previous year's 18% growth [13] Market Comparison - TOST shares have appreciated by 5.2%, while LSPD shares have gained 11.7% [16] - Valuation metrics indicate that both companies are overvalued, with TOST trading at a Price/Book ratio of 13.28X compared to LSPD's 1.04X [18] - Analysts have slightly revised earnings estimates upward for TOST, while LSPD has seen a marginal downward revision for the current year [20][22] - Despite facing similar macro and competitive challenges, LSPD's diversified revenue base across multiple sectors makes it a more compelling investment option compared to TOST's restaurant-heavy model [22]

Core Insights - A new consumer landscape is emerging where "Valuespending" is becoming a significant factor in purchasing decisions, alongside traditional priorities like price and quality [1][2][3] Consumer Behavior Trends - 92% of consumers identify as at least somewhat intentional in their purchases, with 40% describing themselves as very intentional [2][8] - 45% of consumers indicate that brand values will play a larger role in their future purchases, reflecting a shift towards mindful consumption [2][3] - 62% of consumers now prioritize alignment of purchases with their personal values or identity [3] Generational Insights - 96% of Gen Z consumers shop intentionally, with 66% emphasizing the importance of their purchases reflecting their values [4][5] - Key decision drivers for Gen Z include sustainability (37%), national pride (29%), and cultural alignment (26%) [4] - 51% of Gen Z report that their most recent purchases were made with thought and intention, with social media being a major discovery tool for value-aligned brands [4] Regional Differences - 38% of Canadian consumers have made purchases based on local or national campaigns, compared to only 16% in the U.S. [6] - 45% of Canadian consumers believe supporting local businesses best reflects their values, versus 36% of U.S. shoppers [6] Key Drivers of Valuespending - National pride (27%), charitable giving (18%), sustainability (18%), and political views (15%) are significant factors influencing buying decisions [8][9]

Core Viewpoint - Lightspeed Commerce Inc. has reached an agreement in principle to fully resolve proposed class action proceedings in Quebec, following the dismissal of a similar U.S. securities class action against the company, which found the allegations to lack legal basis [1][2][3]. Group 1: Settlement Details - The settlement amount is approximately $8.09 million, equivalent to C$11 million, based on an exchange rate of 0.7354 [3][4]. - The settlement is subject to approval by the Superior Court of Quebec and aims to settle all claims against the company and other defendants, with no admission of liability or wrongdoing [2][3]. Group 2: Company Transformation - The company is undergoing a transformation focused on strategic growth and aims to build a long-term profitable business for customers and shareholders [3]. - The resolution of the class action allows the company to concentrate on markets where it has a competitive advantage and to enhance customer experiences globally [3]. Group 3: Company Overview - Lightspeed operates as a unified omnichannel platform for retail and hospitality businesses in over 100 countries [1][5]. - The company provides a range of services including point of sale, e-commerce, embedded payments, inventory management, and financial services [6].

He also leads the investing group IPO Edge , which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initi ...

Core Insights - Lightspeed Commerce Inc. reported revenue of $253.42 million for the quarter ended March 2025, reflecting a year-over-year increase of 10.1% [1] - The earnings per share (EPS) for the quarter was $0.10, up from $0.06 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $251.36 million by 0.82%, while the EPS met the consensus estimate [1] Revenue Breakdown - Subscription revenue was $87.86 million, slightly below the five-analyst average estimate of $88.08 million [4] - Hardware and other revenue amounted to $7.75 million, also below the five-analyst average estimate of $9.24 million [4] - Transaction-based revenue reached $157.81 million, surpassing the five-analyst average estimate of $154.10 million [4] Stock Performance - Shares of Lightspeed POS have returned +9.5% over the past month, compared to a +13.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]