Lightspeed POS Inc. (NYSE:LSPD) Q1 2022 Earnings Conference Call August 5, 2021 8:00 AM ET Company Participants Gus Papageorgiou - Head of Investor Relations Dax Dasilva - Founder & Chief Executive Officer Brandon Nussey - Chief Financial Officer JP Chauvet - President Conference Call Participants Tim Chiodo – Credit Suisse Dan Perlin - RBC Capital Markets Richard Tse - National Bank Financial Andrew Jeffrey - Truist Securities Josh Beck - KBCM Daniel Chan - TD Securities Thanos Moschopoulos - BMO Capital M ...

00 S20.10 34.00 First Quarter 2022 Results August 5, 2021 � lightspeed General All references in this presentation to the "Company", "Lightspeed", "us" or "we" are to Lightspeed POS Inc. All references in this presentation to dollars, "$" or "US$" are to United States dollars, and all references to Canadian dollars and "C$" are to Canadian dollars. Cautionary Note Regarding Forward-Looking Information 2 Disclaimer This presentation contains "forward-looking information" and "forward-looking statements" (col ...

Financial Data and Key Metrics Changes - Lightspeed reported quarterly revenues of $82.4 million, an increase of 127% from $36.3 million a year ago [32] - For the full year, revenue reached $222 million, up 84% from $121 million the previous year [32] - Adjusted EBITDA loss for the quarter was $9.6 million, better than the guidance of $12 million to $14 million [35] - Gross margin for the quarter was 53%, reflecting the growing impact of the Payments business [35] Business Line Data and Key Metrics Changes - Customer locations grew to over 140,000, up from 115,000 a quarter ago and 76,500 a year ago [27] - Gross location additions were up 51% year-over-year and 27% organically [28] - Overall Gross Transaction Value (GTV) was almost $11 billion, up 76% from a year ago [29] - E-commerce volumes were up almost 100% year-over-year, while hospitality was down 15% year-over-year organically [29] Market Data and Key Metrics Changes - U.S. site visits increased by 50% compared to the same quarter last year, leading to more cost-effective lead generation [19] - GTV growth in Australia was over 75% year-over-year, indicating strong market recovery [58] - The company is seeing strong demand in EMEA and hospitality as economies reopen [20] Company Strategy and Development Direction - The company aims to enhance its omnichannel strategy, which has become essential for small and medium-sized businesses [10] - Lightspeed is focusing on integrating its recent acquisitions to leverage scale and improve customer offerings [17] - The partnership with Google aims to improve product discovery for small merchants, enhancing their competitiveness against larger online marketplaces [14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the ongoing recovery from COVID-19 and the strong performance in March [20] - The company anticipates continued growth in Payments as economies reopen and hospitality GTV improves [22] - Management believes that the omnichannel approach is now a necessity for merchants, positioning Lightspeed as a preferred platform [23] Other Important Information - The company undertook three landmark acquisitions, significantly enhancing its presence in the U.S. market [9] - Adjusted EPS was $0.09 for the quarter and $0.23 for the year, with adjusted EBITDA loss as a percentage of revenue declining from 17% to 11.7% [36] Q&A Session Summary Question: Can you elaborate on the potential penetration of the back book of recently acquired companies? - Management indicated that better control over end-customer relationships will facilitate migration of the back book at a good pace this year [41] Question: Have you seen a change in the mix of e-commerce versus brick-and-mortar GTV in reopened regions? - E-commerce continues to grow at about 100% year-over-year, while brick-and-mortar has rebounded with growth up to 65% year-over-year [49] Question: How is the early adoption of Payments in Europe? - Management stated it is still early days but remains optimistic about the European market [55] Question: How did Australia evolve as a reopening market? - Australia continues to show strong growth, with GTV growing 75% year-over-year, indicating a positive trend as markets reopen [58] Question: Can you clarify the new payment agreements for ShopKeep and Upserve? - Management confirmed that they are transitioning to Lightspeed Payments, which allows for better customer control and economics [63] Question: What is the economic model with partners like Google? - Local inventory ads are part of the Lightspeed retail offering and are free for merchants, while smart shopping campaigns are paid but highly optimized [104]

Fourth Quarter and Full Year 2021 Results May 20, 2021 & lightspeed Disclaimer All references in this presentation to the "Company", "Lightspeed", "us" or "we" are to Lightspeed POS Inc. All references in this presentation to dollars, "$" or "US$" are to United States dollars, and all references to Canadian dollars and "C$" are to Canadian dollars. Cautionary Note Regarding Forward-Looking Information This presentation contains "forward-looking information" and "forward-looking statements" (collectively, "f ...

Lightspeed POS Inc. Subordinate Voting Shares (NYSE:LSPD) Q3 2021 Earnings Conference Call February 4, 2021 8:00 AM ET Company Participants Gus Papageorgiou - Head of Investor Relations Dax Dasilva - Founder and Chief Executive Officer Brandon Nussey - Chief Financial Officer JP Chauvet - President Conference Call Participants Richard Tse - National Bank Financial Raimo Lenschow - Barclays Andrew Jeffrey - Truist Thanos Moschopoulos - BMO Capital Markets Daniel Chan - TD Securities Josh Beck - KBCM Timothy ...

00 34.00 Third Quarter 2021 Results February 4, 2021 & lightspeed Disclaimer All references in this presentation to the "Company", "Lightspeed", "us" or "we" are to Lightspeed POS Inc. All references in this presentation to dollars, "$" or "US$" are to United States dollars, and all references to Canadian dollars and "C$" are to Canadian dollars. Cautionary Note Regarding Forward-Looking Information This presentation contains "forward-looking information" and "forward-looking statements" (collectively, "for ...

Upserve Acquisition Overview December 1, 2020 � lightspeed Disclaimer General All references in this presentation to the "Company", "Lightspeed", "us" or "we" are to Lightspeed POS Inc. All references in this presentation to dollars, "$" or "US$" are to United States dollars, and all references to Canadian dollars and "C$" are to Canadian dollars. Cautionary Note Regarding Forward-Looking Information This presentation contains "forward-looking information" and "forward-looking statements" (collectively, "fo ...

Lightspeed POS Inc. Subordinate Voting Shares (NYSE:LSPD) Q2 2021 Results Earnings Conference Call November 5, 2020 7:30 AM ET Company Participants Gus Papageorgiou - Head of Investor Relations Dax Dasilva - Founder and Chief Executive Officer Brandon Nussey - Chief Financial Officer JP Chauvet - President Conference Call Participants Raimo Lenschow - Barclays Thanos Moschopoulos - BMO Capital Markets Josh Beck - KeyBanc Andrew Jeffrey - Truist Securities Richard Tse - National Bank Todd Coupland - CIBC Sut ...

B 34.00 Second Quarter 2021 Results November 5, 2020 � lightspeed Disclaimer General All references in this presentation to the "Company", "Lightspeed", "us" or "we" are to Lightspeed POS Inc. All references in this presentation to dollars, "$" or "US$" are to United States dollars, and all references to Canadian dollars and "C$" are to Canadian dollars. Cautionary Note Regarding Forward-Looking Information This presentation contains "forward-looking information" and "forward-looking statements" (collective ...