The earnings call highlighted Lightspeed's strong revenue growth and increased payments penetration, supported by strategic market focus and positive EBITDA performance. However, challenges remain in same-store sales, foreign exchange headwinds, and the impact of recent restructuring. The company's proactive measures, such as the share repurchase program, suggest a confident outlook.

Company Guidance

During the Lightspeed Third Quarter 2025 Earnings Call, the company highlighted several key metrics and strategic initiatives. Lightspeed reported a 17% year-over-year revenue growth, reaching approximately $280 million, and adjusted EBITDA of $16.6 million, surpassing their previous outlook. The company emphasized its focus on two primary markets: North American retail and European hospitality. In these markets, they aim to expand locations and increase software and payments ARPU. The software revenue grew by 9% year-over-year, and payments penetration among merchants increased from 29% to 38%. For fiscal 2025, they raised their adjusted EBITDA outlook to over $53 million, a 30% increase from the initial forecast. Additionally, Lightspeed announced a share repurchase program to return up to $400 million to shareholders. The company plans to continue accelerating software growth and profitability through strategic investments and a focus on innovation in its core markets.

Strong Revenue Growth

Lightspeed achieved a 17% year-over-year revenue growth to approximately $280 million, driven by a 9% growth in software revenue and a 23% increase in transaction-based revenue.

Increased Payments Penetration

Payments penetration increased from 29% to 38% year-over-year, with GPV up 34% to $8.8 billion.

Adjusted EBITDA Performance

Adjusted EBITDA came in at $16.6 million, surpassing the initial outlook of $14 million and marking the sixth consecutive quarter of positive adjusted EBITDA.

Strategic Market Focus

The company is doubling down on growth in retail in North America and hospitality in Europe, aligning resources and investments accordingly.

Share Repurchase Program

Announced a share repurchase program to return up to $400 million to shareholders, indicating strong confidence in the company's valuation.

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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
May 15, 2025	2025 (Q4)	0.10 / -	0.042	―	―	―
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)	―	―
May 18, 2023	2023 (Q4)	-0.03 / 0.00	-0.15	―	―	―
Feb 02, 2023	2023 (Q3)	-0.05 / 0.00	-0.07	―	―	―

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

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LSPD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 06, 2025	$14.50	$12.60	-13.10%
Nov 07, 2024	$15.76	$16.95	+7.55%
Aug 01, 2024	$13.39	$13.17	-1.64%
May 16, 2024	$12.78	$15.10	+18.15%

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.

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