Lightspeed Commerce Inc Stock Price, News & Analysis

Lightspeed Commerce Inc. (NYSE: LSPD) has unveiled a groundbreaking AI-powered website builder that transforms screenshots into fully functional websites for retailers. The innovative tool eliminates the need for manual coding or third-party developers, allowing merchants to create custom web elements by simply providing screen captures or descriptions.

The AI-driven technology, currently in beta with select merchants, analyzes examples and generates production-ready code, enabling retailers to build professional-looking online stores quickly and efficiently. The solution aims to democratize web development by reducing complexity and costs while delivering on-brand websites in minutes.

According to Dax Dasilva, Founder and CEO, the tool addresses common challenges merchants face with website design, removing friction and enabling faster iteration. Ryan Pratt, a Colorado-based shoe store owner, praised the solution's ability to create custom sections without external assistance. Broader availability of the website builder is expected later in 2025.

Lightspeed Commerce (NYSE: LSPD) has appointed Manon Brouillette as Executive Chair of its Board of Directors, effective April 1, 2025. Brouillette, who currently chairs Hydro-Québec's board and previously served as CEO of Verizon Consumer Group, brings significant experience in omnichannel and company transformation.

The appointment coincides with Lightspeed's strategic transformation phase, with Brouillette having played a key role in developing the company's recent transformation strategy since rejoining the board in October 2023. Patrick Pichette, who served as interim Chair, will continue as a Director, while Dale Murray has been appointed as Lead Independent Director.

The announcement comes ahead of Lightspeed's Capital Markets Day on March 26, 2025, at the NYSE, where management will present updates on the transformation plan, operational and financial impacts, products, and long-term financial outlook.

Lightspeed Commerce (NYSE: LSPD) has secured a significant legal victory as the United States District Court for the Eastern District of New York fully dismissed the securities class action lawsuit against the company and its executives. The lawsuit, which originated from a September 2021 short-seller report by Spruce Point Capital Management, was found to lack merit and adequate legal basis.

The Court ruled that the plaintiff failed to allege any actionable claims, validating Lightspeed's position on its integrity and transparency. The announcement comes before the company's Capital Markets Day, scheduled for March 26, 2025, at the New York Stock Exchange, where management will present updates on their transformation plan, operations, and long-term financial outlook.

Lightspeed Commerce (NYSE: LSPD) (TSX: LSPD), the one-stop commerce platform for merchants, has announced its participation in the upcoming Morgan Stanley Technology, Media & Telecom Conference.

The company's Founder and CEO, Dax Dasilva, will be speaking at the event on Wednesday, March 5, 2025 at 6:20 pm ET. The conference will take place at the Palace Hotel in San Francisco.

Investors and interested parties can access the webcast of Lightspeed's presentation through the company's investor relations website at investors.lightspeedhq.com or directly via the provided link. The presentation will remain available on-demand for 180 days following the event.

This participation offers an opportunity for investors to gain insights into Lightspeed's business strategy and market position as a platform empowering merchants to provide omnichannel experiences.

Lightspeed Commerce (NYSE: LSPD) (TSX: LSPD) has announced its upcoming Capital Markets Day, scheduled for March 26, 2025, at the New York Stock Exchange. The event will run from 8:00 AM to 12:00 PM ET and will be accessible both in-person and virtually.

During the event, Lightspeed's management team will provide detailed updates on several key areas including:

• Company transformation plan
• Operational and financial impact
• Product developments
• Go-to-market strategies
• Long-term financial outlook

The event will be webcast live, with replay access available on the company's Investor Relations website for two years following the presentation. Interested participants can register in advance through provided links for either in-person or virtual attendance.

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.