Latest news with #LightspeedCommerceInc
Yahoo
23-05-2025
- Business
- Yahoo
Lightspeed Commerce Inc (LSPD) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic ...
Total Annual Revenue: $1.077 billion, up 18% year over year. Adjusted EBITDA: $53.7 million, up from $1.3 million in the previous year. Gross Margin: 44% in Q4, annual gross margin held steady at 42%. Software ARPU: Grew 11% year over year. Transaction-Based Revenue: $157.8 million, up 14% year over year. Gross Payments Volume (GPV): Increased by 40% year over year. Cash Position: $558 million at year-end. Share Repurchase Program: 18.7 million shares repurchased for $219 million. Customer Locations Growth: Over 3% in growth markets. Goodwill Impairment Charge: $556 million in Q4. Fiscal 2026 Revenue Growth Outlook: 10% to 12% year over year. Fiscal 2026 Adjusted EBITDA Outlook: $68 million to $72 million. Warning! GuruFocus has detected 2 Warning Signs with LSPD. Release Date: May 22, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Lightspeed Commerce Inc (NYSE:LSPD) exceeded $1 billion in annual revenue for the first time, marking a significant milestone. Adjusted EBITDA rose substantially from $1.3 million to $53.7 million, indicating improved profitability. The company launched industry-leading innovations such as retail insights and a kitchen display system, enhancing product offerings. A successful share repurchase program returned over $130 million of capital to investors, demonstrating strong capital management. Software ARPU grew 11% year over year, reflecting strong adoption of new modules and effective price optimization. Macroeconomic conditions remain uncertain, posing potential risks to future performance. A goodwill impairment charge of $556 million was recorded, impacting financial statements. Same-store sales softness was observed, particularly in North American hospitality, affecting revenue. The company experienced a decline in cash position due to significant share buybacks and merchant cash advances. Transaction-based revenue growth was impacted by macro headwinds, leading to slower growth in certain verticals. Q: Can you discuss the primary drivers behind the expected acceleration in revenue growth for fiscal 2026 and any macroeconomic assumptions included in the guidance? A: Asha Bakshani, CFO: The fiscal 2026 guidance includes significant investments in go-to-market strategies, with plans to hire 250 outbound reps, over half of which are already onboard. Once these reps ramp up, we expect acceleration in software and location growth, along with associated payments revenue. Additionally, a 35% increase in R&D spend is expected to drive product innovation and upsell opportunities. While we observed some macroeconomic softness in Q4, we are cautiously optimistic as same-store sales have stabilized in April and early May. Q: What is the expected trend for payments penetration, and what factors could influence this? A: Asha Bakshani, CFO: Payments penetration showed slight growth from Q3 to Q4, with a notable increase to 40% in April. We anticipate continued upward trends as we scale our go-to-market reps and focus on payments attach. Although we are not providing specific guidance on payments penetration due to macroeconomic uncertainties, we see significant upside potential. Q: How are you balancing the ramping of sales capacity against macroeconomic uncertainties in your fiscal 2026 guidance? A: Asha Bakshani, CFO: We have high confidence in scaling our outbound sales force, which offers strong unit economics and low payback periods. While we are conservative in our macroeconomic assumptions due to ongoing uncertainties, we are confident in our ability to execute on the outbound strategy, which is within our control. Q: Can you elaborate on the 35% increase in product development investments and its expected impact on software uptake? A: Dax Dasilva, CEO: The increased investment is focused on expanding headcount in our retail and hospitality development teams to enhance product modules and features. This will support deeper inventory management, brand connections, and online presence for retailers, as well as comprehensive front and back-of-house solutions for hospitality businesses. Q: What is the current funding strategy for Lightspeed Capital, and are there plans to change it? A: Asha Bakshani, CFO: Lightspeed Capital is currently funded on our balance sheet, with favorable economics and low default rates. While we have $560 million in cash and are nearing cash flow breakeven, we may consider off-balance sheet arrangements in the future to manage risk as the program grows. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
22-05-2025
- Business
- Yahoo
Here's What Key Metrics Tell Us About Lightspeed POS (LSPD) Q4 Earnings
For the quarter ended March 2025, Lightspeed Commerce Inc. (LSPD) reported revenue of $253.42 million, up 10.1% over the same period last year. EPS came in at $0.10, compared to $0.06 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $251.36 million, representing a surprise of +0.82%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.10. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Lightspeed POS performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- Subscription: $87.86 million versus the five-analyst average estimate of $88.08 million. Revenues- Hardware and other: $7.75 million versus the five-analyst average estimate of $9.24 million. Revenues- Transaction-based: $157.81 million versus the five-analyst average estimate of $154.10 million. View all Key Company Metrics for Lightspeed POS here>>>Shares of Lightspeed POS have returned +9.5% over the past month versus the Zacks S&P 500 composite's +13.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. 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
Winnipeg Free Press
22-05-2025
- Business
- Winnipeg Free Press
Lightspeed takes non-cash goodwill charge, reports US$575.9M Q4 loss
MONTREAL – Lightspeed Commerce Inc. reported a fourth-quarter loss of US$575.9 million as its revenue rose 10 per cent compared with a year ago. The Montreal-based company, which keeps its books in U.S. dollars, says the loss amounted to US$3.79 per diluted share for the quarter ended March 31 compared with a loss of US$32.5 million or 21 cents per diluted share a year earlier. Lightspeed says its most recent quarter included a non-cash goodwill impairment charge of US$556.4 million. On an adjusted basis, Lightspeed says it earned 10 cents US per share in its latest quarter, up from an adjusted profit of six cents US per share a year earlier. Revenue for the quarter totalled US$253.4 million, up from US$230.2 million in the same quarter last year. Transaction-based revenue in the quarter amounted to US$157.8 million, up from US$139.0 million a year ago, while subscription revenue totalled US$87.9 million, up from US$81.3 million in the same quarter last year. Hardware and other revenue was US$7.8 million, down from US$9.9 million. Monday Mornings The latest local business news and a lookahead to the coming week. This report by The Canadian Press was first published May 22, 2025. Companies in this story: (TSX:LSPD)
Yahoo
22-05-2025
- Business
- Yahoo
Lightspeed takes non-cash goodwill charge, reports US$575.9M Q4 loss
MONTREAL — Lightspeed Commerce Inc. reported a fourth-quarter loss of US$575.9 million as its revenue rose 10 per cent compared with a year ago. The Montreal-based company, which keeps its books in U.S. dollars, says the loss amounted to US$3.79 per diluted share for the quarter ended March 31 compared with a loss of US$32.5 million or 21 cents per diluted share a year earlier. Lightspeed says its most recent quarter included a non-cash goodwill impairment charge of US$556.4 million. On an adjusted basis, Lightspeed says it earned 10 cents US per share in its latest quarter, up from an adjusted profit of six cents US per share a year earlier. Revenue for the quarter totalled US$253.4 million, up from US$230.2 million in the same quarter last year. Transaction-based revenue in the quarter amounted to US$157.8 million, up from US$139.0 million a year ago, while subscription revenue totalled US$87.9 million, up from US$81.3 million in the same quarter last year. Hardware and other revenue was US$7.8 million, down from US$9.9 million. This report by The Canadian Press was first published May 22, 2025. Companies in this story: (TSX:LSPD) The Canadian Press Sign in to access your portfolio
Yahoo
14-05-2025
- Business
- Yahoo
Lightspeed Commerce Inc. (LSPD) Laps the Stock Market: Here's Why
In the latest market close, Lightspeed Commerce Inc. (LSPD) reached $10.83, with a +0.46% movement compared to the previous day. The stock outpaced the S&P 500's daily gain of 0.1%. Elsewhere, the Dow lost 0.21%, while the tech-heavy Nasdaq added 0.72%. Shares of the company witnessed a gain of 19.91% over the previous month, beating the performance of the Computer and Technology sector with its gain of 14.29% and the S&P 500's gain of 9.86%. The upcoming earnings release of Lightspeed Commerce Inc. will be of great interest to investors. The company's earnings report is expected on May 22, 2025. The company's earnings per share (EPS) are projected to be $0.10, reflecting a 66.67% increase from the same quarter last year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $253.66 million, up 10.18% from the year-ago period. Any recent changes to analyst estimates for Lightspeed Commerce Inc. should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the company's business operations and its ability to generate profits. Our research shows that these estimate changes are directly correlated with near-term stock prices. 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, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 1.6% lower. Lightspeed Commerce Inc. is holding a Zacks Rank of #3 (Hold) right now. In terms of valuation, Lightspeed Commerce Inc. is presently being traded at a Forward P/E ratio of 19.78. This indicates a discount in contrast to its industry's Forward P/E of 29.49. It's also important to note that LSPD currently trades at a PEG ratio of 0.35. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Internet - Software industry had an average PEG ratio of 2.3 as trading concluded yesterday. The Internet - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 86, finds itself in the top 35% echelons 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. Keep in mind to rely on to watch all these stock-impacting metrics, and more, in the succeeding 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 Sign in to access your portfolio
