Lightspeed Commerce Launches Lightspeed AI, a New AI-Powered Intelligence Layer for Retail and Hospitality

Rhea-AI Summary

Lightspeed (NYSE: LSPD) launched Lightspeed AI on January 9, 2026, an AI-powered intelligence layer embedded across Lightspeed Retail, Lightspeed Restaurant and NuORDER to provide conversational assistants that surface contextual, actionable insights from merchants' data.

The rollout introduces natural-language Q&A, follow-up conversational refinement, product photo enhancements in the Retail back office, and NuORDER assortment insights for enterprise buyers; Lightspeed plans continued expansion of autonomous capabilities and additional AI features throughout 2026. Lightspeed will highlight Lightspeed AI at Lightspeed Edge and at NRF (booth #6651).

Key Figures

Countries served over 100 countries Merchant footprint mentioned in AI launch release

NRF booth booth #6651 Location of Lightspeed presence at NRF mentioned in article

Founding year 2005 Year Lightspeed was founded, noted in company description

Market Reality Check

$12.19 Last Close

Volume Volume 606,283 is 1.27x the 20-day average 475,698 ahead of the AI launch. normal

Technical Price $12.26 is trading above the 200-day MA at $11.43, reflecting a pre-news uptrend.

Peers on Argus

LSPD was up 1.24% with moderately elevated volume, while peers were mixed: OLO -0.1%, AMPL -3.55%, DFIN +2.99%, PAR +4.61%, PD +0.16%, indicating stock-specific factors rather than a broad sector move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Nov 24	Product launch (Tempo)	Positive	-0.2%	Introduced Tempo pacing intelligence to optimize restaurant service and staff performance.
Nov 13	Executive move (external)	Neutral	-3.9%	Former Lightspeed FP&A leader appointed CFO at another SaaS/fintech company.
Nov 13	Leadership change	Positive	-3.9%	Appointed new CRO to drive high-efficiency growth after revenue outperformance.
Nov 06	Earnings and guidance	Positive	+16.0%	Q2 FY2026 beat with raised FY2026 outlook and stronger profitability metrics.
Oct 29	Partnership expansion	Positive	-3.0%	NuORDER expanded partnership with Nordstrom to deepen data-driven wholesale workflows.

Pattern Detected

Recent history shows strong positive alignment to earnings beats, while product and partnership announcements have often seen short-term price divergences or muted reactions.

Recent Company History

Over the last few months, Lightspeed has combined solid fundamentals with an active product and partnership cadence. On Nov 6, 2025, strong Q2 FY2026 results and raised guidance drove a +15.96% move, contrasting with negative reactions to positive partnership and leadership updates on Oct 29 and Nov 13. The launch of Tempo on Nov 24 also saw a slight decline. Today’s AI-focused launch continues the company’s push to embed intelligence across retail and hospitality workflows.

Market Pulse Summary

This announcement highlights Lightspeed’s push to embed AI deeply across retail and hospitality, moving from isolated tools toward a unified intelligence layer. Prior AI launches and strong Q2 FY2026 results suggest AI is part of a broader productivity and growth story rather than a standalone experiment. Investors may focus on how quickly features like conversational assistants and NuORDER insights translate into higher ARPU, stickier customer relationships, and measurable operating efficiencies over 2026 and beyond.

Key Terms

agentic artificial intelligence technical

"a major step forward in bringing agentic artificial intelligence directly into the workflows"

A type of artificial intelligence that can set goals, make decisions, and carry out multi-step actions across digital or physical systems with limited human direction—think of it as an autonomous employee that plans and executes tasks. Investors care because agentic AI can boost productivity and create new revenue streams by automating complex work, but it also introduces risks (unexpected behavior, higher development costs, and regulatory scrutiny) that can affect company value and future cash flows.

omnichannel technical

"the unified omnichannel platform powering ambitious retail, golf and hospitality"

A coordinated approach to selling and serving customers across all touchpoints—stores, websites, mobile apps, social media, and call centers—so the experience feels like one continuous conversation no matter where a customer interacts. For investors, omnichannel capability signals how well a company can attract and keep customers, turn interactions into sales, and use shared customer data to cut costs and boost revenue—making it a key driver of growth and competitive strength.

point of sale technical

"Lightspeed is the POS and payments platform powering businesses"

A point of sale is the place where a retail transaction occurs, such as a checkout counter in a store or an online shopping page. It is where goods or services are exchanged for payment, often involving a cash register or digital payment system. For investors, the point of sale indicates where sales happen, helping to measure a company's revenue and customer activity.

embedded payments financial

"brings together point of sale, ecommerce, embedded payments, inventory, reporting"

Embedded payments are a way for businesses to accept and process money directly inside their own products or services, so customers can pay without leaving the app or website. For investors, this matters because it can increase sales, create steady transaction-based revenue, reduce friction for customers (like paying for a ride inside the ride-hailing app), and generate useful payment data that can boost profit margins and customer loyalty.

AI-generated analysis. Not financial advice.

Lightspeed AI delivers integrated, conversational intelligence across Lightspeed's platform to help merchants uncover insights faster, streamline decision-making and operate with greater confidence.

MONTREAL, Jan. 9, 2026 /PRNewswire/ - Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) ("Lightspeed" or the "Company"), the unified omnichannel platform powering ambitious retail, golf and hospitality businesses in over 100 countries, today launched Lightspeed AI, a major step forward in bringing agentic artificial intelligence directly into the workflows of independent businesses.

Prominently featured at the upcoming Lightspeed Edge event in New York, Lightspeed AI introduces new conversational assistants within Lightspeed Retail and Lightspeed Restaurant. These assistants help merchants ask questions, get answers quickly and make smarter decisions without navigating complex dashboards or reports. This unlocks unexpected insights into where businesses need to focus to improve their overall business performance.

"Lightspeed AI represents the next evolution of our platform, an intelligence layer that acts like a partner for every merchant," said Dax Dasilva, Founder and Chief Executive Officer of Lightspeed. "With AI woven throughout our products, we're giving business owners the clarity, speed and confidence they need to focus on what matters most: creating extraordinary experiences for their customers."

Lightspeed AI will expand over time to offer more advanced and integrated capabilities across retail and hospitality. The solution will evolve from an assistant into a more autonomous agent that can analyze trends and recommend next steps. Future AI-powered features across the platform, including retail catalog assistant, eCom store generators and more, will be introduced as part of the Lightspeed AI suite.

Lightspeed AI for Retail: Insightful, Actionable and Always Available

Lightspeed AI introduces a conversational interface inside Lightspeed Retail that acts as a business partner within the POS. Merchants can type simple questions such as "What were my best selling items last weekend?" and receive clear, contextual insights without searching through multiple reports.

For enterprise retailers operating in the wholesale ecosystem, Lightspeed AI within NuORDER is transforming how buying teams plan, analyze, and act. By enabling buyers to ask natural-language questions directly within the assortment builder, Lightspeed AI surfaces real-time, actionable insights across products, categories, and key financial metrics. This intelligence empowers teams to make faster, more confident assortment decisions, optimize inventory investments, and respond dynamically to market demand, all within a single, streamlined wholesale workflow.

Key capabilities include:

• Receive fast answers to everyday questions: Merchants can ask questions in natural language and receive instant responses based on their data.
• Generate actionable explanations: Results are presented with context and recommendations rather than numbers alone.
• Ask questions through conversation: Merchants can refine insights through follow-up questions without starting over.
• Systematic learning and improvement: Feedback during early phases helps the assistant become more relevant and personalized over time.
• NuORDER assortment insights Within NuORDER, Lightspeed AI enables enterprise buyers to ask natural-language questions and instantly generate actionable insights across products, categories, and financial metrics.

Retailers can also access enhanced visual tools within Lightspeed's Product Photo Enhancement feature. Now available in the Retail back office, the tool offers one-click improvements such as cropping, lighting adjustments, background removal or replacement and automated clean up. This allows retailers to create consistent, high quality product imagery without third party editors.

Lightspeed AI for Hospitality: Faster Answers, Smarter Service

Lightspeed AI is now available within Lightspeed Restaurant and gives hospitality operators quick, conversational access to the insights they need to run more efficient, profitable service. Instead of searching through multiple dashboards or building complex reports, operators can ask straightforward questions about their business and receive clear, actionable answers instantly.

Lightspeed AI helps teams:

• Reduce manual reporting time: Lightspeed AI reduces the need to navigate across multiple reports and systems.
• Grow your business through simple questions: Restaurant operators ask natural questions and receive instant answers that reveal new opportunities for growth.
• Decide faster and smarter: Insights such as "which menu items are driving margin?" are returned instantly.
• Operate more independently: Self-service insights reduce reliance on support teams or analysts.

This solves a long-standing challenge in hospitality. Even the best operators can't be at every table at once to stay on top of the service, and the data they need is often buried across disconnected systems, making it difficult and time-consuming to find clear answers. Lightspeed AI removes these barriers by surfacing what matters most in simple language and in seconds. Restaurant operators can understand performance trends, identify bottlenecks and adjust service flow with greater confidence.

As Lightspeed's AI evolves into a more autonomous agent, hospitality merchants will be able to leverage deeper automation across operations, service pacing, menu optimization, and more; complementing existing AI-powered tools like Benchmarks & Trends and AI-generated menu insights.

Lightspeed AI will continue expanding across retail and hospitality throughout 2026 and beyond. "We're building toward a platform where AI doesn't just surface data—it makes it faster and easier to verify and act on," added Dasilva. "Lightspeed AI is the foundation for that future, empowering merchants with clarity, speed, and operational excellence."

With Lightspeed AI, the Company continues to push the boundaries of innovation, bringing merchants intuitive, integrated intelligence that simplifies daily work and unlocks new opportunities for growth.

To learn more about Lightspeed AI, visit lightspeedhq.com, or visit Lightspeed at NRF at booth #6651 on Level 3.

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, golf 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.

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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 partnerships, product offerings and planned product roadmap. 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 www.sedarplus.com and on EDGAR at www.sec.gov. 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.

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SOURCE Lightspeed Commerce Inc.

FAQ

What is Lightspeed AI and which Lightspeed products include it (LSPD)?

Lightspeed AI is an AI intelligence layer offering conversational assistants across Lightspeed Retail, Lightspeed Restaurant and NuORDER to surface contextual, actionable insights from a merchant's data.

When did Lightspeed (LSPD) announce Lightspeed AI and where was it showcased?

Lightspeed announced Lightspeed AI on January 9, 2026 and highlighted it at the upcoming Lightspeed Edge event and at NRF (booth #6651).

How does Lightspeed AI help retail merchants using Lightspeed Retail (LSPD)?

Retail merchants can ask natural-language questions inside the POS to get instant, contextual answers, one-click product photo enhancements, and follow-up queries for refined insights.

What capabilities does Lightspeed AI add for hospitality operators using Lightspeed Restaurant (LSPD)?

It provides conversational access to performance insights to reduce manual reporting time, identify margin-driving menu items, and surface operational improvements quickly.

Will Lightspeed AI expand beyond the initial launch for LSPD shareholders and customers?

Yes; Lightspeed plans to evolve the assistant into more autonomous agents and introduce additional AI-powered features across retail and hospitality throughout 2026.

Does Lightspeed AI offer tools for enterprise wholesale buyers via NuORDER (LSPD)?

Yes; within NuORDER buyers can ask natural-language questions in the assortment builder to generate real-time, actionable insights across products, categories, and financial metrics.