The earnings call revealed significant achievements in revenue growth, profitability, and strategic execution, including a major milestone of surpassing $1 billion in annual revenue. However, challenges such as macroeconomic headwinds impacting same-store sales and a significant goodwill impairment charge were noted. Despite these challenges, the company's strategic focus and investments in product innovation provide a positive outlook.

Company Guidance -

Q4 2025

During the Lightspeed Fourth Quarter 2025 Earnings Call, the company provided comprehensive guidance, highlighting several key metrics and strategic initiatives. Lightspeed reported surpassing $1 billion in annual revenue for the first time, with revenue growth of 18% and a substantial increase in adjusted EBITDA from $1.3 million to $53.7 million. The company completed a share repurchase program, buying back approximately 18.7 million shares, representing 12% of outstanding shares, for $219 million. In Q4, software ARPU grew 11% year-over-year, and gross margin reached 44%, driven by disciplined cost management. Lightspeed also outlined its strategy focusing on North American retail and European hospitality markets, aiming for a three-year CAGR of 10% to 15% in customer locations. The company plans to increase product development investment by 35% in fiscal 2026 and expects total revenue growth of 10% to 12% year-over-year, with total adjusted EBITDA projected between $68 million and $72 million.

Record-Breaking Revenue Milestone

Lightspeed exceeded $1 billion in annual revenue for the first time, achieving an 18% year-over-year growth.

Substantial Growth in Adjusted EBITDA

Adjusted EBITDA increased from $1.3 million to $53.7 million, demonstrating improved profitability.

Successful Share Repurchase Program

Lightspeed repurchased approximately 18.7 million shares, returning $219 million to investors.

Increase in Software ARPU

Software ARPU grew 11% year-over-year, reflecting strong adoption of new modules and price optimization.

Expansion in Product Innovation

Investment in product development increased by 35%, leading to new product features and enhanced customer solutions.

Lightspeed POS Inc (TSE: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

Daily Earnings Calendar >

TSE:LSPD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2025	2026 (Q1)	0.17 / -	0.1	―	―	―
May 22, 2025	2025 (Q4)	0.15 / 0.14	0.082	66.67% (+0.05)	―	―
Feb 06, 2025	2025 (Q3)	0.14 / 0.16	0.11	50.00% (+0.05)	―	―
Nov 07, 2024	2025 (Q2)	0.15 / 0.18	0.055	225.00% (+0.12)	―	―
Aug 01, 2024	2025 (Q1)	0.09 / 0.14	-0.014	1100.00% (+0.15)	―	―
May 16, 2024	2024 (Q4)	0.08 / 0.08	0	―	―	―
Feb 08, 2024	2024 (Q3)	0.06 / 0.11	0	―	―	―
Nov 02, 2023	2024 (Q2)	<0.01 / 0.05	-0.069	180.00% (+0.12)	―	―
Aug 03, 2023	2024 (Q1)	-0.05 / -0.01	-0.165	91.67% (+0.15)	―	―
May 18, 2023	2023 (Q4)	-0.04 / 0.00	-0.206	―	―	―

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

TSE:LSPD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 22, 2025	C$14.93	C$13.74	-7.97%
Feb 06, 2025	C$20.71	C$18.04	-12.89%
Nov 07, 2024	C$21.96	C$23.50	+7.01%
Aug 01, 2024	C$18.49	C$18.28	-1.14%

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.