Lightspeed Commerce Inc Stock Price, News & Analysis

Lightspeed Commerce (LSPD) has announced results of its strategic review and Q3 2025 financial performance. The company's board has authorized a share repurchase program of up to $400 million, with immediate execution of approximately $100 million.

Key financial highlights include: total revenue of $280.1 million (up 17% YoY), subscription revenue growth of 9% YoY, and improved net loss of ($26.6) million. The company achieved positive Adjusted EBITDA of $16.6 million, exceeding outlook of ~$14 million. Monthly ARPU grew 19% YoY to ~$533.

The company's transformation plan focuses on growth in retail in North America and hospitality in Europe, emphasizing location expansion and increased software and payments ARPU. The plan includes enhanced go-to-market strategy, product investments, and capital allocation optimization. A Capital Markets Day is scheduled for March 26, 2025, at NYSE to provide comprehensive updates.

Lightspeed Commerce (NYSE: LSPD) has announced significant product innovations across retail and hospitality sectors in Q3. The company introduced several key features including an expanded Scanner app with selling capabilities, a Kitchen Display System for restaurants, and enhanced promotional tools for retailers and wholesalers.

In retail, notable developments include growing their Supplier Network to over 1 million products, improved workforce management through Homebase integration, and enhanced inventory control via Cin7 Core collaboration. For hospitality, Lightspeed launched multi-location reporting tools, Instant Payouts for faster fund access, and mobile analytics through Lightspeed Pulse.

The company also strengthened its golf operations with new scheduling tools and extended its partnership with Landscapes Golf Management across 60+ properties. These innovations aim to streamline operations, enhance customer experiences, and help businesses scale efficiently across retail, hospitality, and golf sectors.

Lightspeed Commerce (NYSE: LSPD) has released new research showing significant shifts in golf participation among younger generations. The survey of over 700 American and Canadian golfers reveals that Gen Z and Millennials are approaching golf differently than previous generations, focusing on self-care and solo play.

Key findings include: 51% of Gen Z golfers prioritize mental health and self-care as their primary motivation to play; 76% of Gen Z and 84% of Millennial players show interest in solo rounds; and 68% of Gen Z and 62% of Millennials regularly visit golf entertainment venues. The research highlights how younger players are transforming traditional golf culture through technology-driven experiences and a focus on personal well-being.

Lightspeed Commerce (NYSE: LSPD) has launched a new mobile selling application called Selling on Lightspeed Scanner for iPhone, designed to transform retail experiences by eliminating long lines and enabling sales associates to complete purchases directly with customers. According to Lightspeed's State of Retail 2024 Report, 39% of shoppers would spend more for great customer service, while 42% are open to VIP experiences like skipping lines.

The new feature allows retailers to implement queue busting, maximize associate impact, and sell seamlessly across various environments. The application integrates with Tap to Pay functionality, providing flexibility without additional hardware costs. This launch is part of Lightspeed's broader initiative to innovate retail operations, following recent implementations like Retail Insights, improved inventory management, and enhanced Homebase integration for employee management.

Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) has announced it will report its third quarter 2025 financial results before the market opens on Thursday, February 6, 2025. The company, which provides a unified POS and payments platform for entrepreneurs, will host a conference call and webcast to discuss the results at 8:00 am ET on the same day.

The earnings call will be accessible via telephone registration and webcast through the company's investor relations website. A replay of the call will be available until February 13, 2025, through both US/Canada toll-free and international numbers.

Mandatory has partnered with NuORDER by Lightspeed to launch a digital trade show running alongside its physical event in Copenhagen (January 28-30, 2025). This initiative aims to overcome geographical limitations and adapt to post-pandemic retail changes where buyers are traveling less. The digital platform will enable brands to preview collections and connect with international buyers who cannot attend in-person.

The partnership leverages NuORDER's technology to facilitate year-round ordering capabilities and global brand-buyer connections. Major buyers including Rinascente Peek and Cloppenburg, Illum, Highsnobiety and Slam Jam from the NuORDER network will attend the physical show, demonstrating the initiative's potential to expand global business relationships.

Lightspeed Commerce announced an enhanced integration with Homebase, introducing new features for improved workforce management. The integration includes an embedded time clock in Lightspeed Retail, enabling streamlined employee tracking and management. Key features comprise an all-in-one team management platform, real-time sales-to-labor reporting, seamless payroll integration for U.S. merchants, and mobile-first design.

The collaboration offers preferred pricing for Lightspeed Retail merchants, providing access to Homebase's complete feature suite at discounted rates. The integration aims to help merchants optimize workflows, control costs, and simplify business operations through consolidated scheduling, time tracking, payroll, and team communication functionalities.

Lightspeed Commerce has announced a strategic reorganization affecting approximately 200 employees as part of its focused profitable growth strategy. The savings from this restructuring will be redeployed across other areas of the business, with most restructuring charges expected in Q3 fiscal 2025. The company is prioritizing areas with strongest product-market fit, particularly in North American retail and EMEA hospitality. Lightspeed reaffirms its previously announced revenue and Adjusted EBITDA outlook from November 7th, 2024. The company continues its ongoing strategic alternatives review, which remains unaffected by this reorganization.

Lightspeed Commerce (NYSE: LSPD) (TSX: LSPD) has announced its participation in the upcoming Redburn Atlantic 2024 CEO Conference. Founder and CEO Dax Dasilva will speak at the virtual event on Wednesday, December 4, 2024, at 9:00 am ET. The presentation will be accessible via webcast on Lightspeed's investor relations website and will remain available on-demand for 90 days following the event.