Lightspeed Commerce Unveils Q3 Product Innovations Designed to Help Merchants Run Smarter and Serve Better

Rhea-AI Summary

Lightspeed (NYSE: LSPD) unveiled a broad suite of Q3 product innovations on January 22, 2026 focused on retail and hospitality workflow automation, insights, and payments. Key launches include Lightspeed AI (an AI assistant across Retail, Restaurant, and NuORDER by Lightspeed, launched January 2026), hospitality tools Tempo, Tasks, and Reservations, Marketplace multi-brand shopping, a curated themes store, customer-facing displays on Smart Terminals, Mobile Tap expansion to France, Germany and Switzerland, and general availability of Selling on Scanner for Android in January 2026.

Key Figures

Countries served: over 100 countries Launch timing: January 2026 Founding year: 2005 +1 more

4 metrics

Countries served over 100 countries Merchant locations powered by Lightspeed platform

Launch timing January 2026 Initial rollout of Lightspeed AI across platforms

Founding year 2005 Year Lightspeed was founded in Montréal, Canada

Core regions North America, Europe, Asia Pacific Geographic footprint of Lightspeed teams

Market Reality Check

Price: $11.37 Vol: Volume 510,445 is 1.06x t...

normal vol

$11.37 Last Close

Volume Volume 510,445 is 1.06x the 20-day average of 482,913. normal

Technical Shares trade below the 200-day MA of 11.53 with the current price at 11.04, still 27.22% under the 52-week high.

Peers on Argus

LSPD is up 0.36% while close peers show mixed moves: DFIN up 1.81%, but PAR, PD,...

LSPD is up 0.36% while close peers show mixed moves: DFIN up 1.81%, but PAR, PD, AMPL, and OLO are down between 0.1% and 2.48%, pointing to a stock-specific reaction rather than a broad sector move.

Historical Context

5 past events · Latest: Jan 12 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 12	Marketplace launch	Positive	+0.2%	New centralized multi-brand Marketplace integrated with POS systems.
Jan 09	AI platform launch	Positive	-0.6%	Launch of Lightspeed AI intelligence layer across core platforms.
Jan 08	Earnings call notice	Neutral	+1.2%	Announcement of fiscal Q3 2026 results date and conference call.
Nov 24	Tempo launch	Positive	-0.2%	Introduction of Tempo pacing intelligence for restaurant customers.
Nov 13	Leadership change ex-LSPD	Neutral	-3.9%	Former Lightspeed executive appointed CFO at another SaaS company.

Pattern Detected

Product and platform news has drawn modest, mixed price reactions, with both aligned and divergent moves around prior innovation announcements.

Recent Company History

Over the past few months, Lightspeed has focused on product innovation and investor communication. On Nov 24, 2025, it launched Tempo for restaurants, followed by multiple Form 144 filings showing small RSU‑related insider sales. In early Jan 2026, the company announced a Q3 results call (Feb 5, 2026) and unveiled Lightspeed AI and a new Marketplace shopping experience, each prompting only low‑single‑digit moves. Today’s broader Q3 product suite builds directly on these AI and Marketplace rollouts.

Market Pulse Summary

This announcement highlights a broad Q3 product expansion, including Lightspeed AI, Tempo pacing, Ta...

Analysis

This announcement highlights a broad Q3 product expansion, including Lightspeed AI, Tempo pacing, Tasks, Reservations, Marketplace upgrades, and expanded payments tools. Together they reinforce a strategy of unifying POS, ecommerce, and embedded payments for retail and hospitality merchants in over 100 countries. In context of recent AI and Marketplace launches, investors may watch how quickly these features roll out, how they influence merchant adoption and retention, and what Q3 results reveal about their operational impact.

Key Terms

omnichannel, embedded payments, point of sale

3 terms

omnichannel technical

"With fast, flexible omnichannel technology, Lightspeed brings together point of sale..."

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.

embedded payments financial

"Lightspeed brings together point of sale, ecommerce, embedded payments, inventory..."

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.

point of sale technical

"With fast, flexible omnichannel technology, Lightspeed brings together point of sale, ecommerce..."

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.

AI-generated analysis. Not financial advice.

Lightspeed delivers next-generation retail and hospitality tools to streamline operations, enhance guest experiences, and drive growth worldwide

MONTREAL, Jan. 22, 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 announced a broad suite of Q3 product innovations designed to help merchants simplify operations, enhance service, and grow with confidence.

"This quarter's innovations underscore our commitment to delivering powerful, intuitive technology to independent businesses," said Dax Dasilva, Founder and Chief Executive Officer of Lightspeed. "By bringing smarter automation, deeper insights, and more connected workflows into our platform, we're empowering merchants to run their operations with greater confidence and focus on delivering exceptional experiences to their customers."

Lightspeed's ongoing investment in innovation continues to deliver cutting-edge tools that give independent businesses enterprise-grade capabilities without complexity. This quarter's updates span both hospitality and retail, with new products and features designed to empower merchants to operate more efficiently and deliver exceptional customer experiences.

Leading the product innovation showcase is the launch of Lightspeed AI, a new AI-powered intelligence layer launched across Lightspeed's retail and hospitality platform to help merchants access insights faster, simplify decision-making, and operate more efficiently. Launched in January, 2026, Lightspeed AI introduces conversational assistants within Lightspeed Retail, Lightspeed Restaurant, and NuORDER by Lightspeed, allowing merchants and buying teams to ask natural-language questions and receive real-time, actionable insights without navigating complex dashboards or reports. Designed to evolve from an assistant into a more autonomous agent, Lightspeed AI will continue expanding throughout 2026 with additional capabilities across retail and hospitality, reinforcing Lightspeed's vision of delivering integrated, intelligent workflows that drive efficiency, confidence, and growth for independent businesses.

Additional product innovations included:

Hospitality

• Master service pacing with the new Lightspeed Tempo
  For decades, restaurant pacing has been driven by intuition, with seating guests, firing courses, and presenting checks at the right moment treated as more art than science. Lightspeed Tempo changes that, transforming pacing into a measurable, coachable, and repeatable advantage. Leveraging Lightspeed's Kitchen Display System, Tempo guides servers and managers through the entire dining timeline from first seat to final bill, with full visibility into exactly when items are ordered, prepped, ready, or served, ensuring each guest experience unfolds at the perfect rhythm. The result: happier guests, faster table turns, and more confident, high-performing teams. Tempo is currently available to flagship Lightspeed Restaurant customers, with a wider availability later in the year.

• Run consistent operations with Lightspeed Tasks
  Lightspeed Tasks is a new digital checklist solution that helps operators and their teams stay aligned and focused. Restaurateurs can create repeatable workflows for everything from opening and closing duties to cleaning protocols, maintaining quality and consistency across one or multiple locations. Reminders are sent to staff, and tasks can be completed on a mobile device through the Lightspeed Pulse app, giving management peace of mind with real-time completion logs and notifications for urgent items.

• Integrate bookings and table management with Lightspeed Reservations
  Designed for independent restaurants that find other platforms too costly or complex, Lightspeed Reservations provides an integrated way to manage bookings online or by phone—all within the Lightspeed platform. Restaurateurs can improve guest experiences and reduce no-shows with built-in automated reminders, maximizing every revenue opportunity and simplifying front-of-house operations.

• Mobile Tap expands across Europe
  Lightspeed Mobile Tap is a powerful, portable payment device that allows restaurants to accept numerous payment methods without spending a fortune on terminals. Whether attached to a counter iPad or used with Lightspeed Tableside, Mobile Tap turns mobile devices into the one single place to take orders and payments from anywhere, accepting the method a guest prefers: tap, swipe, or insert. Now expanded to France, Germany, and Switzerland, Mobile Tap is readily available to Lightspeed Restaurant customers across our core markets in Europe.

Retail

• Browse, compare, and shop from a new multi-brand shopping and ordering experience within Lightspeed Marketplace
  Lightspeed Commerce announced the launch of a new centralized, multi-brand shopping and ordering experience within its Marketplace, transforming Lightspeed Wholesale into a single destination where retailers can browse, compare, and purchase products from thousands of brands directly within NuORDER by Lightspeed and the Lightspeed POS system. The new experience eliminates the need for multiple brand portals and disconnected workflows, enabling faster, more flexible, and continuous purchasing with built-in insights and seamless POS integration.

• Customize your ecommerce experience with Lightspeed's new themes store
  For retailers looking to elevate their online presence, Lightspeed's themes store offers access to a curated collection of ecommerce-optimized themes designed by industry and design experts. These professionally built themes help merchants create stunning, high-converting websites, no design experience or coding required. Retailers can preview and trial both free and paid themes before purchase, enabling them to choose the right look and functionality to match their brand and business goals.

• New customer facing display options for retail merchants
  Retailers now have a simple, cost-effective way to improve checkout efficiency and enhance customer purchase transparency. Lightspeed Retail merchants using Lightspeed Payments Smart Terminals now have access to customer-facing display (CFD) functionality directly on their payment terminals—no additional hardware required. This update reduces operational costs, improves accuracy, and helps with evolving regional display regulations.

• Selling on Scanner now available for Android
  Lightspeed Retail merchants now have more flexibility when it comes to contactless payments. Using the Lightspeed Scanner app, retailers can now accept in-person, contactless payments directly on Android devices. This feature was released in beta, with general availability now live in January 2026 for Lightspeed Payments customers in the United States, Canada, Australia, the United Kingdom, Ireland, Belgium and the Netherlands, giving merchants greater mobility and convenience at checkout.

To learn more about these new features, visit Lightspeed's website.

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 when did LSPD launch it?

Lightspeed AI is an AI-powered intelligence layer with conversational assistants across Retail, Restaurant, and NuORDER by Lightspeed, launched in January 2026.

Which Lightspeed Restaurant features launched in January 2026 for LSPD customers?

Lightspeed launched Tempo (service pacing), Tasks (digital checklists), and Reservations (integrated bookings) for Lightspeed Restaurant customers.

Where is Lightspeed Mobile Tap available after the January 2026 update?

Mobile Tap expanded availability to France, Germany, and Switzerland for Lightspeed Restaurant customers.

What changed in Lightspeed Marketplace for retailers (LSPD)?

Lightspeed Marketplace now offers a centralized multi-brand shopping and ordering experience inside NuORDER and the Lightspeed POS for direct purchasing from thousands of brands.

When did Selling on Scanner for Android become generally available for LSPD payments customers?

Selling on Scanner for Android reached general availability in January 2026 for Lightspeed Payments customers in select countries including the U.S., Canada, Australia, U.K., Ireland, Belgium, and the Netherlands.