Lightspeed(LSPD) - 2022 Q4 - Earnings Call Presentation

Financial Highlights - Q4 2022 revenue reached $146.6 million, representing a 78% year-over-year growth[8] - Recurring subscription and transaction-based revenue accounted for 94% of total revenue in Q4 2022[9] - Gross Payment Volume (GPV) for Q4 2022 was $2.2 billion, a 132% year-over-year increase[8, 22] - Lightspeed Payments processed approximately 13% of the $17.6 billion Gross Transaction Volume (GTV) in Q4 2022 (excluding Ecwid)[22] - Average Revenue Per User (ARPU) was approximately $145, or ~$270 excluding Ecwid[8] Customer Base and Growth - Customer Locations reached approximately 323,000 as of March 31, 2022 (approximately 163,000 excluding Ecwid)[8] - Total GTV for fiscal year 2022 was $72.5 billion, a 115% year-over-year increase[23] - Lightspeed has a diversified merchant base across geographies and verticals[24] Financial Performance - Adjusted EBITDA for fiscal year 2022 was a loss of $41.5 million, representing -7.6% of revenue[37] - Net loss for fiscal year 2022 was $288.4 million[37] Strategic Position - Lightspeed has approximately $954 million in unrestricted cash as of March 31, 2022[39]