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]

Back in February , I argued that Toast Inc. ( TOST ) was way more than just a point-of-sale [POS] company. I felt like the market was missing something obvious — that Toast wasn’t just a cash register on a tablet. It wasWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I ...