Lightspeed Commerce Inc.·Technology

This cloud-based SaaS provider delivers commerce and payment solutions to small and midsize businesses across multiple continents.

Lightspeed Commerce Inc. remains a Sell as mounting losses, shareholder dilution, and weak guidance reinforce my bearish thesis. LSPD's revenue growth is overshadowed by persistent negative EPS, heavy reliance on equity financing, and unsustainable operating expenses. Competition from Shopify and Toast intensifies, eroding LSPD's moat as POS software becomes commoditized and switching costs remain minimal.

Lightspeed Commerce Inc. (LSPD:CA) Q4 2026 Earnings Call Transcript

Lightspeed Commerce NYSE: LSPD executives said the company's fiscal fourth quarter capped a “pivotal” year in which its narrower focus on North American retail and European hospitality drove stronger growth, improved profitability and a more streamlined operating model following the divestiture of its Upserve U.S. hospitality product line.

Although the revenue and EPS for Lightspeed POS (LSPD) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Lightspeed Commerce Inc. (LSPD) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.1 per share a year ago.
Lightspeed Commerce Inc. provides commerce enabling Software as a Service (SaaS) platform for small and midsize businesses, retailers, restaurants, and golf course operators in Canada, the United States, Australia, the Netherlands, and internationally. Its SaaS platform enables customers to engage with consumers, manage operations, accept payments, etc. The company's cloud platforms are designed interrelated elements, such as omni-channel consumer experience, a comprehensive back-office operations management suite to improve customers' efficiency and insight, and the facilitation of payments. Its platform functionalities include full omni-channel capabilities, point of sale (POS), product and menu management, employee and inventory management, analytics and reporting, multi-location connectivity, order-ahead and curbside pickup functionality, loyalty, and customer management solutions. The company also offers tailored financial solutions, such as Lightspeed Analytics; Lightspeed Payments; and Lightspeed Capital, a merchant cash advance program. In addition, it sells POS peripheral hardware, including tablets, customer facing displays, receipt printers, networking hardware, cash drawers, payment terminals, servers, stands, bar-code scanners, and an assortment of accessories, as well as provides installation and implementation services. The company was formerly known as Lightspeed POS Inc. and changed its name to Lightspeed Commerce Inc. in August 2021. Lightspeed Commerce Inc. was incorporated in 2005 and is headquartered in Montréal, Canada.
Technology
Software - Application
3,000
2020-09-11
1.85