Financial PerformanceLightspeed reported good F2Q25 results with revenue of $277.2mn above the $274.4mn Street and adj. EBITDA of $14.0mn above the $12.0mn consensus.
Market PotentialThe stock could be worth considerably more on a takeout, given the potential scarcity value associated with LSPD's size/scale, its depressed valuation, and its future earnings power as Payments penetration continues to ramp.
Strategic GrowthThe strategic update focuses on directing the majority of investments in North American retail and EMEA hospitality, which represent over 60% of total revenues and deliver growth rates exceeding the overall business.