Core Insights - Lightspeed Commerce Inc. reported total revenue of $1,076.8 million for the fiscal year 2025, marking an 18% increase year-over-year, and $253.4 million for the fourth quarter, a 10% increase year-over-year [1][5] - The company experienced a net loss of $667.2 million for the fiscal year, which included a non-cash goodwill impairment charge of $556.4 million [5][6] - Monthly Average Revenue Per User (ARPU) grew 13% year-over-year to approximately $489, while subscription ARPU increased by 11% [1][7] Financial Performance - Total revenue for the fiscal year was $1,076.8 million, with transaction-based revenue at $697.3 million (up 28% year-over-year) and subscription revenue at $344.8 million (up 7% year-over-year) [5][6] - The gross margin improved to 44%, with gross profit increasing by 12% year-over-year to $111.8 million in the fourth quarter [1][5] - Adjusted EBITDA for the fiscal year was $53.7 million, compared to $1.3 million in the previous year [5][6] Shareholder Returns - The company repurchased approximately 18.7 million shares, representing about 12% of total shares outstanding, for a total of approximately $219 million over the last twelve months [1][5] - The healthy balance sheet and improving cash flow allowed the company to return capital to shareholders while investing strategically in product development [2][5] Strategic Focus - Lightspeed is concentrating on retail customers in North America and hospitality customers in Europe, with plans to grow its outbound sales team to over 150 representatives by the end of Fiscal 2026 [9][10] - The company aims to enhance software revenue and Adjusted EBITDA profitability in Fiscal 2026, with a target gross profit CAGR of approximately 15-18% over the next three years [11][12] Product Development - New product releases included enhancements to the Retail Insights platform, a generative AI web builder, and upgrades to the Kitchen Display System [7][8] - The company is focusing on integrating its POS and payments solutions into a unified platform to drive growth in transaction-based revenue [7][8] Customer Growth - The total Gross Transaction Volume (GTV) processed was $20.6 billion, with a 19% increase in Gross Payment Volume (GPV) to $7.9 billion in the fourth quarter [7][8] - Customer Locations with GTV exceeding $1 million per year grew by 2% year-over-year, while those exceeding $500,000 remained flat [7][8]

Core Insights - Lightspeed is celebrating its 20th anniversary, emphasizing its commitment to product innovation that supports customer growth in the retail and hospitality sectors [1] Retail Innovations - Lightspeed's Retail Insights now offers enhanced demand forecasting by analyzing sales patterns and seasonal trends, optimizing inventory levels to reduce overstock and out-of-stock situations [2] - The introduction of sales visualizations in Lightspeed Insights allows merchants to easily interpret their data through visual graphs, simplifying performance analysis without the need for complex spreadsheets [2] - A new Generative AI web builder enables retail merchants to create custom website elements from screen captures, eliminating the need for coding or third-party developers [3] - The NuORDER Wholesale Network has introduced PO Sync, allowing retailers to automate replenishments directly from the POS, streamlining inventory operations and reducing manual errors [4] - New partnership offerings via NuORDER facilitate brands in joining Lightspeed's network, enhancing order management and product information accuracy for retailers [5] - Omni gift cards can now be redeemed both in-store and online, providing a unified platform for omnichannel retailers [6] Hospitality Innovations - Integration with Order with Google allows Lightspeed Restaurants merchants to increase online order traffic and enhance customer convenience, leading to higher revenue opportunities [7] - The Tableside mobile POS now supports dividing checks by seat or cover, improving payment flexibility and customer experience [8] - New enhancements to the Kitchen Display System (KDS) improve communication between front-of-house and back-of-house operations, including advanced production instructions and consolidated item lists for better kitchen efficiency [9][14] Company Overview - Lightspeed is a cloud commerce platform that supports businesses in retail, hospitality, and golf across over 100 countries, focusing on simplifying operations and enhancing customer experiences [10][11]

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%. ...

Core Insights - Lightspeed Commerce Inc. has announced that its Lightspeed Retail SuiteApp has achieved 'Built for NetSuite' status, indicating compliance with Oracle NetSuite SuiteCloud Platform development standards [1][3] - The SuiteApp aims to simplify retail operations, enhance business efficiency, and allow retailers to focus on customer engagement rather than backend processes [2][3] Company Overview - Lightspeed Commerce is a comprehensive commerce platform that empowers merchants to deliver exceptional omnichannel experiences, integrating online and physical operations [7][8] - Founded in 2005 in Montréal, Canada, Lightspeed is dual-listed on the NYSE and TSX, serving businesses in over 100 countries across retail, hospitality, and golf sectors [8] Product Features - The Lightspeed Retail SuiteApp integrates and automates data flows between NetSuite and Lightspeed Retail POS, improving data synchronization across products, inventory, and customer history [2] - It simplifies transaction reporting, optimizes inventory management, and centralizes data visibility for multi-location retailers [2] Industry Context - The complexity of retail operations necessitates integrated data solutions to ensure consistent customer experiences across various channels [3] - The 'Built for NetSuite' program provides assurance to customers that SuiteApps meet high standards and best practices, enhancing confidence in the integration of business operations and POS systems [3]

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]

Core Insights - Lightspeed Commerce Inc. projects a gross profit CAGR of approximately 20-25% and a customer location CAGR of approximately 10-15% over the next three years, focusing on retail in North America and hospitality in Europe [1][4][7] - The consolidated gross profit is expected to grow at a CAGR of approximately 15-18%, reaching around $700 million by Fiscal 2028 [1][7] - Adjusted EBITDA is anticipated to grow to approximately 20% of gross profit in Fiscal 2028, with an expected CAGR of about 35% [1][7] Financial Outlook - The company aims for a free cash flow of approximately $100 million in Fiscal 2028 [1][7] - Lightspeed has completed share repurchases of over $130 million and has authorized an additional repurchase of up to $300 million, totaling $430 million [1][10][11] Strategic Focus - The management emphasizes a renewed strategy targeting investments in sales, marketing, and product development, alongside cost optimization efforts [5][4] - The company is doubling down on its primary growth engines, which are retail in North America and hospitality in Europe, to accelerate growth [4][5] Capital Markets Day - Lightspeed hosted its Capital Markets Day on March 26, 2025, to present its three-year strategy and financial outlook to investors and analysts [2][3]

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