LSPD
Lightspeed Commerce Inc.11.93
+0.25+2.14%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q3 '26
Reaffirms momentum, details AI moat
Q&A reinforced Lightspeed's scripted momentum on growth engines and profitability, but spotlighted AI's edge from proprietary payments and wholesale data for agentic workflows no rival matches. Software gross margins above 80% proved sustainable through cloud efficiencies and AI-driven support. New locations split evenly across NA retail and EU hospitality—one-third each from startups, competitors, legacy systems. Management pulled forward retail outbound hires amid hot demand, while efficiency markets stayed flat with payments penetration climbing to 35%. No walk-backs; tone stayed bullish. AI moat sets the pace.
Key Stats
Market Cap
1.62BP/E (TTM)
-Basic EPS (TTM)
-4.51Dividend Yield
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