First Quarter FY2024 Results Gross Payment Volume grew 56% (1) YoY to $5.1 billion (2) Fiscal 2024 Fiscal 2021 Fiscal 2022 Fiscal 2023 Launch Date GPV as a % of GTV(1) 22% (2) (1) Excluding Customer Locations and GTV attributable to Ecwid eCommerce standalone product, Lightspeed Golf and NuORDER by Lightspeed product. A Customer Location's GTV per year is calculated by annualizing the GTV for the months in which the Customer Location is actively processing in the last 12 months. (2) As at June 30, 2023 vs a ...

MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS FOR THE THREE MONTHS ENDED JUNE 30, 2023 As used in this management’s discussion and analysis ("MD&A"), unless the context indicates or requires otherwise, all references to the "Company", "Lightspeed", "we", "us" or "our" refer to Lightspeed Commerce Inc. together with our subsidiaries, on a consolidated basis as constituted on June 30, 2023. This MD&A dated August 3, 2023, for the three months ended June 30, 2023, should ...

Disclaimer 2 General This presentation contains "forward-looking information" and "forward-looking statements" (collectively, "forward looking information") within the meaning of applicable securities laws. Forward looking information may relate to our financial outlook (including revenue, Adjusted EBITDA and Adjusted EBITDA as a percentage of revenue) and anticipated events or results and may include information regarding our financial position, business strategy, growth strategies, addressable markets, bu ...

Company Participants Operator Thank you, operator. And good morning, everyone. Welcome to Lightspeed's fiscal Q4 2023 conference call. Also, our commentary today will include adjusted financial measures, which are non-IFRS measures and ratios. These should be considered as a supplement to, and not a substitute for, IFRS financial measures. Reconciliations between the two can be found in our earnings press release, which is available on our website, on sedar.com and on the SEC's EDGAR system. Lightspeed Comm ...

Lightspeed Announces Fourth Quarter and Full Year 2023 Financial Results and Provides Outlook for Fiscal 2024 For Fiscal 2023, total revenue grew to $730.5 million or 33% (36% in constant currency2), with annual Net Retention Rate4 of ~110% 1,2,3,4 Total revenue for the quarter grew 26% YoY to $184.2 million (27% growth in constant currency2) Adjusted EBITDA loss significantly better than previously-established outlook and on track for break even for Fiscal 20241 Lightspeed launches unified POS and payments ...

Just wanted to come back to on macro headwinds for a minute. Can you elaborate a little bit on the sources of the headwind. I can think of kind of two types, right? One is a normalization, which I think was already mentioned. So kind of the bike shop example. And the other is more is more fundamental weakness in consumer spending that might be related to kind of recessionary environment. Can you elaborate a little bit? You think both of those or is it more one versus the other? Asha Bakshani It is really bo ...

Third Quarter FY2023 Results February 2, 2023 Disclaimer All references in this presentation to the "Company", "Lightspeed", "us" or "we" are to Lightspeed Commerce 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. 2 This presentation contains "forward-looking information" and "forward-looking statements" (collectively, "forward looking information") within the meaning of applicable securit ...

MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS FOR THE THREE AND NINE MONTHS ENDED DECEMBER 31, 2022 As used in this management’s discussion and analysis ("MD&A"), unless the context indicates or requires otherwise, all references to the "Company", "Lightspeed", "we", "us" or "our" refer to Lightspeed Commerce Inc. together with our subsidiaries, on a consolidated basis as constituted on December 31, 2022. This MD&A dated February 2, 2023, for the three and nine months ...

PINNACLE WEST farial fromling 1 POWERING GROWTH DELIVERING VALUE Third Quarter 2022 Results November 3, 2022 Forward Looking Statements This presentation contains forward-looking statements based on current expectations, including statements regarding our earnings guidance and financial outlook and goals. These forward-looking statements are often identified by words such as "estimate," "predict," "may," "believe," "plan," "expect," "require," "intend," "assume," "project," "anticipate," "goal," "seek," "st ...

Lightspeed Commerce Inc. (NYSE:LSPD) Q2 2023 Earnings Conference Call November 3, 2022 8:00 AM ET Company Participants Gus Papageorgiou - Head, Investor Relations JP Chauvet - Chief Executive Officer Brandon Nussey - Chief Operating Officer Asha Bakshani - Chief Financial Officer Conference Call Participants Tim Chiodo - Credit Suisse Josh Beck - KeyBanc Dan Perlin - RBC Thanos Moschopoulos - BMO Capital Markets Andrew Jeffrey - Truist Securities Andrew Bauch - SMBC Nikko Securities Eugene Simuni - MoffettN ...