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Lightspeed(LSPD) - 2026 Q1 - Earnings Call Presentation
LightspeedLightspeed(US:LSPD)2025-07-31 12:00

Q1 2026 Financial Highlights - Revenue reached $304.9 million, a 15% increase year-over-year[10] - Gross Payment Volume (GPV) totaled $10.2 billion, representing a 21% year-over-year growth[10] - Gross Transaction Volume (GTV) amounted to $24.6 billion[10] - Approximately 97% of revenue is recurring or transaction-based[10] - Average Revenue Per User (ARPU) grew by 16% to approximately $655[10] - Gross profit increased by 19% year-over-year to $129.1 million[13] Fiscal Year 2026 Outlook - The company anticipates approximately 10%-12% revenue growth for fiscal year 2026[15] - The company anticipates approximately 14% gross profit growth for fiscal year 2026[15] - The company anticipates approximately $68 - $72 million Adjusted EBITDA for fiscal year 2026[15] Payment Solutions - Gross Payment Volume (GPV) has a 52% Compound Annual Growth Rate (CAGR)[21] - Q1 2026 Gross Payment Volume (GPV) reached $10.2 billion, a 21% year-over-year increase[27] - Q1 2026 Gross Transaction Volume (GTV) reached $24.6 billion[26]