Key Takeaways TOST added over 6,000 net locations in Q1 and sees record net additions continuing through 2025. LSPD revenues rose 18% in fiscal 2025; Focus on North American Retail and European Hospitality bodes well. Both TOST and LSPD face rising competition and macro risks that may weigh on transaction volumes.Toast Inc. (TOST) and Lightspeed Commerce Inc. (LSPD) are leading providers of point-of-sale (POS) solutions. Toast is primarily restaurant-focused, while Lightspeed caters to restaurants and ret ...