Lightspeed(LSPD) - 2026 Q2 - Earnings Call Presentation
LightspeedLightspeed(US:LSPD)2025-11-06 13:00

Q2 2026 Financial Highlights - Revenue reached $319.0 million, a 15% year-over-year increase[10] - Gross Payment Volume (GPV) grew by 22% year-over-year to $10.8 billion[10] - GPV accounted for 43% of Gross Transaction Volume (GTV)[10] - Gross Transaction Volume (GTV) amounted to $25.3 billion[10] - Recurring subscription and transaction-based revenue represented approximately 97% of total revenue[10] - Average Revenue Per User (ARPU) increased by 15% to approximately $685[10] Financial Outlook - Q3 2026 revenue is projected to be approximately $309 - $312 million[15] - At least 15% year-over-year gross profit growth is expected for Q3 2026[15] - Adjusted EBITDA for Q3 2026 is anticipated to be approximately $18 - $20 million[15] - Fiscal Year 2026 is expected to have at least 12% revenue growth year-over-year[15] - Fiscal Year 2026 is expected to have at least 15% gross profit growth year-over-year[15] - Adjusted EBITDA for Fiscal Year 2026 is projected to be at least $70 million[15]