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Lightspeed POS Inc (LSPD)
NYSE:LSPD
Earnings Data
Report Date
May 14, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.12Last Year’s EPS
0.1Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented clear operational momentum: revenue and gross profit beats, accelerated location growth (especially in the targeted growth engines), expanded software ARPU and strong adjusted EBITDA improvement. Management achieved consecutive positive free cash flow and strengthened gross margins—particularly software margins—while continuing to invest aggressively in outbound sales and AI-enabled product innovation. Offsetting items include hardware margin pressure from discounts, moderated software revenue growth due to lapping pricing and a strategic shift to annual contracts (near-term ARPU impact), seasonal Q4 headwinds, and elevated operating investments and share-based comp. On balance, the positive operational trends, margin expansion, and cash-flow improvement appear to meaningfully outweigh the near-term challenges and seasonality noted by management.Company Guidance
Total Revenue and Revenue Beat
Total revenue grew 11% year-over-year to $312.3 million in Q3, exceeding company outlook.
Growth Engines Outperformance
North America Retail and European Hospitality (the 'growth engines') accounted for ~2/3 of consolidated revenue and delivered 21% year-over-year revenue growth in the quarter; software revenue in the growth engines grew 13% year-over-year.
Customer Location Acceleration
Customer locations in growth engines grew 9% year-over-year in Q3 with ~2,600 net new locations added; total customer locations reached ~148,000 and location growth accelerated sequentially (3% → 5% → 7% → 9%).
Adjusted EBITDA Improvement
Adjusted EBITDA was $20.2 million, up 22% year-over-year, representing 15% of gross profit and moving toward the long-term 20% target.
Positive Free Cash Flow and Cash Position
Management reported positive free cash flow for the second consecutive quarter. Company-cited cash flow figures include $15 million of free cash flow (CEO commentary) and an adjusted free cash flow figure referenced at $50 million (CFO commentary). Cash balance ended Q3 at approximately $479 million, up ~$16 million from prior quarter.
GTV, GPV and Transaction Momentum
Gross Transaction Value (GTV) grew 8% year-over-year to $25.3 billion; GPV grew 19% year-over-year and transaction-based revenue was $209.4 million, up 15% year-over-year. GPV as a percentage of GTV rose to 42% from 38% YoY.
Software ARPU and Monetization Gains
Total monthly ARPU reached $660, up 11% year-over-year; software ARPU rose 4% year-over-year. Company highlighted cross-sell (modules), pricing & packaging evolution, and product innovation (Lightspeed AI, Marketplace, Tempo, Reservations, Tasks) as ARPU drivers.
Gross Margin Expansion and Software Margin Strength
Total gross margin improved to 43% from 41% YoY. Software gross margin expanded to 82% from 79% YoY, driven by cloud cost optimization, vendor negotiations and AI-driven support efficiencies. Transaction-based gross margin improved to 31% from 28% YoY; total gross profit grew 15% YoY (outpacing revenue growth).
Capital Business Traction and Balance Sheet Flexibility
Capital revenue grew 34% year-over-year and merchant cash advances outstanding totaled $106 million. Balance sheet flexibility: $200 million remaining under a broader buyback authorization (up to $400M) and shares outstanding down ~10% YoY after ~$179M repurchases in last 12 months.
Go-to-Market Investment Progress
Outbound sales team fully hired at 150 reps for the year; management reports outbound motion delivering highly targeted customer acquisition with attractive unit economics and early productivity gains, with plans to pull forward incremental go-to-market investment into Q4 where demand outpaced expectations.
LSPD Earnings History
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 |
|---|---|---|---|
Feb 05, 2026 | $10.10 | $9.31 | -7.82% |
Nov 06, 2025 | $11.59 | $13.44 | +15.96% |
Jul 31, 2025 | $13.15 | $12.44 | -5.40% |
May 22, 2025 | $10.77 | $9.88 | -8.26% |
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.
FAQ
When does Lightspeed POS Inc (LSPD) report earnings?
Lightspeed POS Inc (LSPD) is schdueled to report earning on May 14, 2026, After Close (Confirmed).
What is Lightspeed POS Inc (LSPD) earnings time?
Lightspeed POS Inc (LSPD) earnings time is at May 14, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LSPD EPS forecast?
LSPD EPS forecast for the fiscal quarter 2026 (Q4) is 0.12.
