)
Visual
test
Lightspeed Commerce
Lightspeed Commerce (LSPD) investor relations material
Lightspeed Commerce Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Feb, 2026
Executive summary
Q3 revenue reached $312.3 million, up 11% year-over-year, surpassing guidance, with gross profit of $133.6 million, a 15% increase, and adjusted EBITDA of $20.2 million.
Net loss for the quarter was $33.6 million, or $0.24 per share, while Adjusted Income rose to $20.2 million, or $0.15 per share.
Customer Locations grew by approximately 2,600 in the quarter, reaching about 148,000 globally, with strong growth in North American retail and European hospitality.
Positive cash flow from operations was $28.9 million, and Adjusted Free Cash Flow was $14.9 million, marking the second consecutive quarter of positive free cash flow.
Strategic focus on expanding ARPU, improving profitability, and scaling outbound sales teams is yielding results.
Financial highlights
Transaction-based revenue rose 15% year-over-year to $209.4 million; subscription revenue increased 6% to $93.0 million.
Gross Payment Volume (GPV) for Q3 was $10.5 billion, up 19% year-over-year; Gross Transaction Volume (GTV) reached $25.3 billion.
Gross profit margin improved to 43% from 41% year-over-year; subscription gross margin reached 82%, and transaction-based gross margin rose to 31%.
ARPU increased 11% year-over-year to approximately $660; subscription ARPU up 4%.
Cash and cash equivalents stood at $479 million as of December 31, 2025.
Outlook and guidance
Fiscal 2026 revenue outlook raised to $1,216–$1,220 million; gross profit expected at $523–$525 million, and Adjusted EBITDA at $72 million.
Q4 2026 revenue guidance is $280–$284 million, with gross profit of $125–$127 million and Adjusted EBITDA of $15 million.
Long-term targets include gross profit CAGR of 15–18% and Adjusted EBITDA CAGR of ~35% over three years.
Continued investment in outbound sales, product innovation, and technology, with incremental Q4 investments pulled forward due to strong demand.
How do growth engines impact ARPU growth?
Impact of new AI features on competitive edge?
Path to 20% Adj EBITDA margin by FY28?
Annual contracts: What's the trade-off for ARPU?
Lightspeed AI: What proprietary data drives it?
New CRO's plan for location growth acceleration
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next Lightspeed Commerce earnings date
Q4 202621 May, 2026
Lightspeed Commerce
Next Lightspeed Commerce earnings date
Q4 202621 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Lightspeed Commerce Inc. provides commerce enabling Software as a Service platform for small and midsize businesses, retailers, restaurants, and golf course operators in Canada, the United States, Germany, Australia, and internationally. Its platform offers capabilities to grow online sales; manage inventory; process orders and payments; create loyalty programs; manage marketing campaigns; track products through a distribution landscape through warehouse management system; and view real-time business analytics. The company was founded in 2005 and is headquartered in Montréal, Canada
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage