Lightspeed Commerce Inc Stock Price, News & Analysis

Lightspeed Commerce (NYSE:LSPD) has launched Showroom, an innovative digital platform designed for brick-and-mortar retailers who want an online presence without full eCommerce capabilities. The AI-supported solution creates custom-branded websites that showcase real-time inventory and brand storytelling, bridging the gap between physical stores and digital presence.

Key features include AI-powered website setup, automatic catalog creation from Lightspeed Retail data, real-time inventory visibility, and seamless scalability to full eCommerce when needed. The platform specifically targets store-first retailers with strong local customer bases, offering them a way to attract new shoppers and support existing customers without the complexity of managing online transactions.

Lightspeed Commerce (NYSE:LSPD) has announced two strategic appointments to its Board of Directors, effective October 1, 2025. The company has appointed Sameer Samat, current President of Google's Android Ecosystem, and Odilon Almeida, a global fintech leader with over 40 years of experience.

The appointments come as part of Lightspeed's strategy to drive profitable growth. Samat brings extensive product and technology expertise from his leadership roles at Google, while Almeida contributes significant experience in financial services and global business transformation. Concurrent with these appointments, Patrick Pichette and Rob Williams will step down from the Board after seven years of service.

Lightspeed Commerce (NYSE:LSPD) has released its fourth annual Sustainability Report for fiscal year 2025, highlighting significant progress in Environmental, Social, and Governance (ESG) initiatives. The company, which provides POS and payments platform services in over 100 countries, reported strong diversity metrics with 87% of employees feeling authentic at work, including 11% LGBTQ2S+, 9% persons with disabilities, and 34% BIPOC representation.

Key achievements include ranking among Canada's Most Responsible Companies by Newsweek and Statista, implementing new Family Building Benefits for Canadian employees, and continuing the Carbon Friendly Dining program which has resulted in over 2 million trees planted. The company also expanded its Lightspeed Care Club initiative, notably partnering with YES in New Zealand to provide 5,000 high school students with free access to their ecommerce platform.

Lightspeed (NYSE:LSPD) announced an expanded partnership with David Jones, Australia's leading premium department store, to enhance their NuORDER platform implementation. After successful results in women's international and designer ready-to-wear, David Jones is extending the platform across menswear, womenswear, childrenswear, home, and accessories departments.

The partnership has already demonstrated significant efficiency gains, with David Jones reporting ~55% reduction in order-writing time. The NuORDER platform enables buyers to create visual assortment roll-ups, collaborate with brands through digital interfaces, and make data-driven buying decisions to optimize inventory and improve turnover.

Lightspeed Commerce (NYSE:LSPD), a unified omnichannel platform serving retail, golf, and hospitality businesses across 100+ countries, announced the results of its annual shareholders meeting held on July 31st, 2025. All proposed items received strong shareholder approval.

The meeting included three key votes: director elections, auditor appointment, and executive compensation. All seven director nominees were elected with overwhelming support, receiving between 98.33% and 99.89% of votes in favor. PricewaterhouseCoopers LLP was reappointed as auditor with 99.80% approval. The advisory vote on executive compensation passed with 98.60% support.

Lightspeed Commerce (NYSE:LSPD) reported strong Q1 2026 financial results, with total revenue reaching $304.9 million, up 15% year-over-year. The company saw significant growth in transaction-based revenue of $204.6 million (+18% YoY) and subscription revenue of $90.9 million (+9% YoY).

Key operational highlights include improved gross margins at 42%, addition of ~1,700 net Customer Locations in core markets, and GPV growth of 21% to $10.2 billion. ARPU increased 16% to ~$655. The company completed its share buyback program, repurchasing ~9.0 million shares for ~$85.4 million.

For Q2 2026, Lightspeed expects revenue of $305-310 million and Adjusted EBITDA of $17-19 million. Full-year FY2026 outlook projects revenue growth of 10-12% with Adjusted EBITDA of $68-72 million.

Lightspeed Commerce (NYSE:LSPD) has unveiled significant Q1 product innovations across its retail, hospitality, and golf solutions. The company's retail segment introduced Order Trends in NuORDER, delivering a 10% increase in average order value, and enhanced inventory tracking features that showed a 25.4% higher GMROI for merchants using Insights.

Key developments include achieving Built for NetSuite status, improved clienteling features, and enhanced omnichannel management. In hospitality, Lightspeed expanded its AI-powered Benchmarks and Trends to Europe, upgraded Tableside payment solutions, and introduced new sales reporting features. For golf operations, the company partnered with Whoosh to enhance private club management through integrated POS and membership systems.

Lightspeed Commerce (NYSE: LSPD), a unified omnichannel platform serving retail and hospitality businesses across 100+ countries, has scheduled its fiscal first quarter 2026 financial results announcement for Thursday, July 31, 2025.

The company will release its results before market open, followed by a conference call and webcast at 8:00 AM ET. Investors can access the live call through pre-registration, and a replay will be available until August 7, 2025. The webcast can be accessed through Lightspeed's investor relations website.

Lightspeed Commerce (NYSE:LSPD) has announced the appointment of Glen LeBlanc to its Board of Directors, effective July 1, 2025. LeBlanc brings over 30 years of financial and accounting leadership experience in the telecommunications and technology industries, currently serving as Vice Chair, Atlantic Canada at BCE Inc.

The appointment comes as part of Lightspeed's ongoing three-year strategy and transformation journey. Simultaneously, the company announced that Paul McFeeters will not seek re-election at the July 31, 2025 shareholders meeting. LeBlanc will join the Audit Committee and Risk Committee, and subject to election, will succeed McFeeters as Chair of the Audit Committee.