The earnings call presented a largely positive outlook, with strong revenue and profit growth, enhanced payments penetration, and strategic customer wins. However, challenges in accelerating software revenue and competitive pressures were noted. The company is executing well on its strategic focus and profitability improvements.

Company Guidance -

Q2 2026

During the Lightspeed First Quarter 2026 Earnings Call, the company reported several key metrics and guidance. Revenue for Q1 reached $305 million, marking a 15% increase year-over-year, surpassing the high end of their outlook. Gross profit was $129 million, up 19%, also exceeding expectations. Payments penetration increased to 41%, from 36% in the previous year. Adjusted EBITDA was reported at $16 million, a 55% increase year-over-year. The company added about 1,700 net new customer locations within its growth engines, with total growth engine locations up 5% year-over-year. Total locations at the end of the quarter were approximately 145,000. For fiscal 2026, Lightspeed maintains its revenue growth guidance of 10% to 12% year-over-year, with gross profit expected to grow by approximately 14% and adjusted EBITDA to be between $68 million and $72 million.

Strong Revenue and Profit Growth

Revenue of $305 million increased 15% year-over-year, exceeding the high end of the outlook, while gross profit increased 19% year-over-year.

Improved Payments Penetration

Payments penetration reached 41%, up from 36% in the same quarter last year, contributing to a gross payments volume growth of 21%.

Significant Increase in Adjusted EBITDA

Adjusted EBITDA came in at $16 million, up 55% year-over-year, indicating a strong profitability improvement.

Customer Location Growth

Added approximately 1,700 net new customer locations, with total growth engine locations up 5% year-over-year.

Expansion in High-Value Markets

Achieved notable customer wins in key markets, such as Neiman Marcus, Bergdorf Goodman, and prestigious hospitality locations in Europe.

Innovative Product Developments

Launched several new products and features including AI-powered tools in both retail and hospitality, driving ARPU growth.

Increased Shareholder Returns

Completed fiscal 2026 normal course issuer bid of approximately 9 million shares, returning $85 million to shareholders.

Lightspeed POS Inc (LSPD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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LSPD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2026 (Q2)	0.12 / -	0.13	―	―	―
Jul 31, 2025	2026 (Q1)	0.13 / 0.06	0.1	-40.00% (-0.04)	―	―
May 22, 2025	2025 (Q4)	0.11 / 0.10	0.06	66.67% (+0.04)	―	―
Feb 06, 2025	2025 (Q3)	0.10 / 0.12	0.08	50.00% (+0.04)	―	―
Nov 07, 2024	2025 (Q2)	0.11 / 0.13	0.04	225.00% (+0.09)	―	―
Aug 01, 2024	2025 (Q1)	0.07 / 0.10	-0.01	1100.00% (+0.11)	―	―
May 16, 2024	2024 (Q4)	0.06 / 0.06	0	―	―	―
Feb 08, 2024	2024 (Q3)	0.04 / 0.08	0	―	―	―
Nov 02, 2023	2024 (Q2)	<0.01 / 0.04	-0.05	180.00% (+0.09)	―	―
Aug 03, 2023	2024 (Q1)	-0.04 / -0.01	-0.12	91.67% (+0.11)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LSPD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$13.15	$12.44	-5.40%
May 22, 2025	$10.77	$9.88	-8.26%
Feb 06, 2025	$14.50	$12.60	-13.10%
Nov 07, 2024	$15.76	$16.95	+7.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.