Latest news with #LSPD
Yahoo
01-08-2025
- Business
- Yahoo
Lightspeed Commerce Inc (LSPD) Q1 2026 Earnings Call Highlights: Strong Revenue Growth Amid ...
Release Date: July 31, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Lightspeed Commerce Inc (NYSE:LSPD) reported a 15% year-over-year increase in revenue, exceeding the high end of their outlook. Gross profit increased by 19%, significantly above the company's outlook of 13%. Payments penetration reached 41%, up from 36% in the same quarter last year. Adjusted EBITDA came in at $16 million, up 55% year over year. The company added approximately 1,700 net new customer locations in their growth engines, with total growth engine locations up 5% year over year. Negative Points Despite strong results, the company did not increase its full-year guidance, indicating potential caution about future performance. The growth in customer locations, while positive, is still below the targeted 10-15% CAGR over three years. The macroeconomic environment remains fluid, which could impact future performance. There is increased competition in the US retail POS market and European restaurant market, which may lead to higher costs of growth. The company's efficiency markets have a lower payments penetration rate of 35%, indicating room for improvement. Q & A Highlights Warning! GuruFocus has detected 2 Warning Signs with LSPD. Q: Can you elaborate on the subscription revenue growth and the impact of pricing initiatives on this growth? A: The 9% software growth in Q1 is a solid result, driven by new customer additions and product adoption. We saw the impact of last year's price increases rolling through this fiscal year. Our growth engines are expanding, and we've made significant investments in sales and product, which will continue to drive software growth, although it won't happen overnight. (Respondent: Unidentified_6) Q: What are your expectations for new location growth, and how long might it take to achieve double-digit growth rates? A: We expect location growth to converge towards a 10-15% target over the next three years, by fiscal 2028. We are ramping our sales organization, with 130 of 150 outbound reps in place, and investments in product and technology will further support location growth. (Respondent: Unidentified_6) Q: Can you discuss the drivers behind Q1's revenue and gross profit outperformance, and whether this performance is sustainable? A: The solid execution in Q1 reflects our strategy's success. However, we are early in our transformation, with many sales reps still ramping. We are confident in trending at the high end of our guidance range but are not increasing the guide at this time. There were no one-time factors in Q1, aside from the price increase from last year. (Respondent: Unidentified_9) Q: How did same-store sales perform in retail versus hospitality, and were there any notable differences? A: Same-store sales in European hospitality outperformed North American retail, with double-digit growth in Europe and low single-digit growth in North America. Part of the European growth is due to FX, but even on an FX-neutral basis, Europe showed stronger growth. (Respondent: Unidentified_9) Q: How is AI impacting Lightspeed's operations and strategy, particularly in retail and hospitality? A: AI is enhancing efficiency by automating repetitive tasks and providing business insights. We use AI across support, sales funnels, and development teams. On the product side, AI features like AI webBuilder and benchmarks in hospitality help merchants save time and improve operations, allowing them to focus on high-value activities. (Respondent: Unidentified_6) Q: What are the expectations for sales reps' productivity, and how are they measured? A: Outbound reps are measured by demos booked, demos attended, and bookings per month. We focus on strong payback ratios and efficiency metrics, and despite hiring more reps, we maintain strong payback ratios similar to last year. (Respondent: Unidentified_13) Q: Can you provide insights into the product pipeline and recent product successes? A: In retail, we've seen success with insights into inventory management and integration with New Order. In hospitality, our suite of tools, including Lightspeed tableside and the Pulse app, is industry-leading. We continue to enhance these products with AI insights to maintain our competitive edge. (Respondent: Unidentified_6) Q: How do you balance growth and profitability in light of a potentially improving macro environment? A: Our strategy is designed to capture demand while investing in outbound sales and product development. We are confident in our aggressive growth strategy, supported by investments in sales and technology, funded by efficiency markets. We aim to capture market share and grow customer locations aggressively. (Respondent: Unidentified_6) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
01-08-2025
- Business
- Yahoo
2 Canadian Growth Stocks to Buy Now While They're on Sale
Written by Rajiv Nanjapla at The Motley Fool Canada Growth stocks will potentially grow faster than the industry average, thereby delivering superior returns in the long run. Unlike established companies that distribute their profits to their shareholders, growth companies tend to reinvest their earnings to fund their growth initiatives. The following two Canadian growth stocks have been under pressure this year and are trading at a significant discount compared to their 52-week highs. With robust growth prospects and compelling valuations, I believe these two stocks are well-positioned to deliver strong long-term returns. Lightspeed Commerce Lightspeed Commerce (TSX:LSPD) offers omnichannel solutions to businesses across the retail, hospitality, and golf sectors in over 100 countries. The company has witnessed solid buying over the last couple of months, with its stock price rising by over 73% compared to its April lows. Despite the recent surge, it is still trading 31.5% lower compared to its 52-week high. Also, its NTM (next 12 months) price-to-sales multiple looks reasonable at 1.5. Moreover, the growth in e-commerce has prompted many enterprises to take their business online, thereby creating long-term growth potential for Lightspeed. Meanwhile, the company is focusing on the development of innovative products and adding artificial intelligence-powered features to meet its customers' needs. These features would help retailers in inventory management, supplier integration, providing real-time product information, and delivering a seamless omnichannel experience. Along with these growth initiatives, the company has adopted several cost-cutting measures to improve profitability. Additionally, Lightspeed has repurchased around 18.7 million shares under its share repurchase program for approximately $219 million, lowering its outstanding shares by 12%. Amid its growth initiatives, the company's management predicts its topline to grow 10%—12% in fiscal 2026, while generating an adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) of $68 million to $72 million. The midpoint of the adjusted EBITDA guidance represents a 30.4% increase from its fiscal 2025 levels. Considering its expanding addressable market, growth initiatives, and attractive valuation, I believe the uptrend in Lightspeed could continue, thereby delivering superior returns over the next three years. Docebo Another growth stock that has been down significantly compared to its 52-week high is Docebo (TSX:DCBO), which offers an end-to-end learning platform to enterprises worldwide. The Orlando-based LMS (learning management solutions) provider has been under pressure this year due to rising competition and investors' expectations of growth slowing down. It has lost close to 44% of its stock value compared to its 52-week high. Meanwhile, Docebo reported a healthy first-quarter performance in May, with its topline growing by 11%. Its growing average contract value and new customer wins have boosted its sales. Besides, its adjusted net income rose 16.4% to $8.5 million, while generating $9 million of free cash flows. The company ended the first quarter with cash and cash equivalents of $91.9 million, thereby allowing it to fund its growth initiatives. Moreover, Precedence Research predicts global LMS market growth at an annualized rate of 18% between 2024 and 2034. Amid the growing addressable market, Docebo is investing in artificial intelligence (AI) to develop AI-powered products and features to strengthen its market share and drive its financials. Meanwhile, Docebo's management forecasts its 2025 topline to grow by 9-10%, while its adjusted EBITDA margin is expected to come binìetween 17-18%. The 2025 EBITDA margin guidance represents an improvement from 15.5% in 2024. Given its growth prospects, improving profitability, and discounted stock price, I am bullish on Docebo. The post 2 Canadian Growth Stocks to Buy Now While They're on Sale appeared first on The Motley Fool Canada. Should you invest $1,000 in Docebo right now? Before you buy stock in Docebo, consider this: The Motley Fool Stock Advisor Canada analyst team just identified what they believe are the Top Stocks for 2025 and Beyond for investors to buy now… and Docebo wasn't one of them. The Top Stocks that made the cut could potentially produce monster returns in the coming years. Consider MercadoLibre, which we first recommended on January 8, 2014 ... if you invested $1,000 in the 'eBay of Latin America' at the time of our recommendation, you'd have $24,927.94!* Stock Advisor Canada provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month – one from Canada and one from the U.S. The Stock Advisor Canada service has outperformed the return of S&P/TSX Composite Index by 30 percentage points since 2013*. See the Top Stocks * Returns as of 6/23/25 More reading 10 Stocks Every Canadian Should Own in 2025 3 Canadian Companies Powering the AI Revolution A Commonsense Cash Back Credit Card We Love Fool contributor Rajiv Nanjapla has no position in any of the stocks mentioned. The Motley Fool recommends Docebo and Lightspeed Commerce. The Motley Fool has a disclosure policy. 2025
Yahoo
19-07-2025
- Business
- Yahoo
Lightspeed Commerce Inc. (LSPD) Advances While Market Declines: Some Information for Investors
In the latest close session, Lightspeed Commerce Inc. (LSPD) was up +1.54% at $12.54. The stock exceeded the S&P 500, which registered a loss of 0.01% for the day. Meanwhile, the Dow lost 0.32%, and the Nasdaq, a tech-heavy index, added 0.05%. Prior to today's trading, shares of the company had gained 10.27% outpaced the Computer and Technology sector's gain of 7.44% and the S&P 500's gain of 5.37%. Investors will be eagerly watching for the performance of Lightspeed Commerce Inc. in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on July 31, 2025. On that day, Lightspeed Commerce Inc. is projected to report earnings of $0.11 per share, which would represent year-over-year growth of 10%. Simultaneously, our latest consensus estimate expects the revenue to be $286.85 million, showing a 7.8% escalation compared to the year-ago quarter. For the full year, the Zacks Consensus Estimates are projecting earnings of $0.51 per share and revenue of $1.19 billion, which would represent changes of +13.33% and +10.44%, respectively, from the prior year. Investors should also pay attention to any latest changes in analyst estimates for Lightspeed Commerce Inc. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 1.04% lower. Lightspeed Commerce Inc. is holding a Zacks Rank of #3 (Hold) right now. Looking at its valuation, Lightspeed Commerce Inc. is holding a Forward P/E ratio of 24.22. For comparison, its industry has an average Forward P/E of 28.43, which means Lightspeed Commerce Inc. is trading at a discount to the group. We can also see that LSPD currently has a PEG ratio of 1.47. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Internet - Software was holding an average PEG ratio of 2.14 at yesterday's closing price. The Internet - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 77, finds itself in the top 32% echelons of all 250+ industries. The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. To follow LSPD in the coming trading sessions, be sure to utilize Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Lightspeed Commerce Inc. (LSPD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
09-07-2025
- Business
- Yahoo
Lightspeed Commerce Inc. (LSPD) Increases Despite Market Slip: Here's What You Need to Know
Lightspeed Commerce Inc. (LSPD) ended the recent trading session at $11.78, demonstrating a +1.2% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily loss of 0.07%. Meanwhile, the Dow lost 0.37%, and the Nasdaq, a tech-heavy index, added 0.03%. Heading into today, shares of the company had lost 0.26% over the past month, lagging the Computer and Technology sector's gain of 5.58% and the S&P 500's gain of 3.94%. Analysts and investors alike will be keeping a close eye on the performance of Lightspeed Commerce Inc. in its upcoming earnings disclosure. The company's earnings per share (EPS) are projected to be $0.11, reflecting a 10% increase from the same quarter last year. Meanwhile, our latest consensus estimate is calling for revenue of $286.85 million, up 7.8% from the prior-year quarter. Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $0.51 per share and revenue of $1.19 billion, indicating changes of +13.33% and +10.44%, respectively, compared to the previous year. Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Lightspeed Commerce Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook. Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. At present, Lightspeed Commerce Inc. boasts a Zacks Rank of #3 (Hold). Looking at valuation, Lightspeed Commerce Inc. is presently trading at a Forward P/E ratio of 22.75. This valuation marks a discount compared to its industry average Forward P/E of 29.09. Also, we should mention that LSPD has a PEG ratio of 1.39. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As of the close of trade yesterday, the Internet - Software industry held an average PEG ratio of 2.22. The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 61, which puts it in the top 25% of all 250+ industries. The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Be sure to use to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Lightspeed Commerce Inc. (LSPD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17-06-2025
- Business
- Yahoo
Lightspeed Commerce Announces Settlement Agreement for Quebec Class Action
MONTREAL, June 16, 2025 /CNW/ - Lightspeed Commerce Inc., (NYSE: LSPD) (TSX: LSPD) ("Lightspeed" or the "Company"), the unified omnichannel platform powering ambitious retail and hospitality businesses in over 100 countries, today announced that it has reached an agreement in principle to resolve in full the proposed class action proceedings filed in Quebec.1 The settlement follows the recent dismissal of a parallel U.S. securities class action against the Company, where the court found the plaintiff's allegations to have no adequate legal basis. The settlement, which remains subject to the approval of the Superior Court of Quebec, purports to definitely settle and discharge all claims put forward on behalf of the proposed class members against the Company and the other defendants. As part of the settlement, the Company and the other settling defendants admit no liability and deny all allegations of wrongdoing whatsoever. "Lightspeed is in a moment of transformation, centering our business on strategic growth as we build a long-term profitable company for our customers and shareholders," explained Founder and CEO, Dax Dasilva. "Resolving this action means Lightspeed can remain focused on our transformation–concentrating on the markets where we have a proven right to win–and delivering exceptional experiences to our customers worldwide." The amount of the settlement is ~$8.09 million2. To learn more about Lightspeed, visit _________________________________ 1 Re-Re-Amended Motion for Authorization to Bring an Action Pursuant to Section 225.4 of the Québec Securities Act and Application for Authorization to Institute a Class Action. See court docket number 500-06-001164-215. 2 C$11 million converted into U.S. dollars using an exchange rate of 0.7354, being the daily rate of exchange posted by the Bank of Canada for conversion of Canadian dollars into U.S. dollars on June 13, 2025. About Lightspeed Lightspeed is the POS and payments platform powering businesses at the heart of communities in over 100 countries. As the partner of choice for ambitious retail and hospitality entrepreneurs, Lightspeed helps businesses accelerate growth, deliver exceptional customer experiences, and run smarter across all channels and locations. With fast, flexible omnichannel technology, Lightspeed brings together point of sale, ecommerce, embedded payments, inventory, reporting, staff and supplier management, financial services, and an exclusive wholesale retail network. Backed by insights, and expert support, Lightspeed helps businesses run more efficiently and focus on what they do best. Founded in Montréal, Canada in 2005, Lightspeed is dual-listed on the New York Stock Exchange and Toronto Stock Exchange (NYSE: LSPD) (TSX: LSPD), with teams across North America, Europe, and Asia Pacific. Follow us on LinkedIn, Facebook, Instagram, YouTube, and X. Forward-Looking Statements This news release may include forward-looking information and forward-looking statements within the meaning of applicable securities laws ("forward-looking statements"), including information regarding Lightspeed's pending and threatened litigation and settlement agreement. Forward-looking statements are statements that are predictive in nature, depend upon or refer to future events or conditions and are identified by words such as "will", "expects", "anticipates", "intends", "plans", "believes", "estimates" or similar expressions concerning matters that are not historical facts. Such statements are based on current expectations of Lightspeed's management and inherently involve numerous risks and uncertainties, known and unknown, including economic factors. A number of risks, uncertainties and other factors may cause actual results to differ materially from the forward-looking statements contained in this news release, including, among other factors, those risk factors identified in our most recent Management's Discussion and Analysis of Financial Condition and Results of Operations, under "Risk Factors" in our most recent Annual Information Form, and in our other filings with the Canadian securities regulatory authorities and the U.S. Securities and Exchange Commission, all of which are available under our profiles on SEDAR+ at and on EDGAR at Readers are cautioned to consider these and other factors carefully when making decisions with respect to Lightspeed's subordinate voting shares and not to place undue reliance on forward-looking statements. Forward-looking statements contained in this news release are not guarantees of future performance and, while forward-looking statements are based on certain assumptions that Lightspeed considers reasonable, actual events and results could differ materially from those expressed or implied by forward-looking statements made by Lightspeed. Except as may be expressly required by applicable law, Lightspeed does not undertake any obligation to update publicly or revise any such forward-looking statements, whether as a result of new information, future events or otherwise. View original content to download multimedia: SOURCE Lightspeed Commerce Inc. View original content to download multimedia: Sign in to access your portfolio
