Lightspeed Commerce Inc. (LSPD) Earnings Call Transcripts

Lightspeed Commerce Inc.'s Latest Earnings Call - Q4 FY2026

In the fiscal fourth quarter of 2026, Lightspeed Commerce Inc. reported total revenue of $291 million, a 15% year-over-year increase, and adjusted EBITDA of $15 million, up 17% year-over-year. The results exceeded management's expectations, driven by strong performance in their growth engines, which accounted for 75% of total revenue. For fiscal 2027, management provided guidance of total revenue between $1.225 billion and $1.265 billion, representing organic growth of 12% to 15%, while adjusted EBITDA is expected to range from $75 million to $95 million.

Reported metrics

Guidance from management

Management expects total revenue for fiscal 2027 to be between $1.225 billion and $1.265 billion, with adjusted EBITDA projected at $75 million to $95 million. This guidance reflects continued growth momentum in their strategic focus areas.

What management said

Yes. Thanks for the question, Dan. You're absolutely right. When you think about the revenue growth, we are expecting uplift as we move throughout the year. There's quite a bit of work that we continue to put into growing the growth engines retail in North America and hospitality in Europe. You've heard about all the product releases Dax talked about as well. So that coming to fruition throughout the quarter should d...

Yes. Then, of course, is our -- the foundation of our flagship X Series in retail. So that's a core part of our strategy. It's sold, of course, in our growth engines, and we also sell it in the international efficiency markets as well. We're always looking -- evaluating all options for future divestitures through that lens of creating long-term shareholder value. So Upserve, I think, was a great [ accounting particip...

What analysts pressed on

Analysts expressed concerns regarding the moderation in software revenue growth, which fell to 6% YoY. There are also questions about the sustainability of growth in payment penetration and how the divestiture of Upserve will impact overall performance in the efficiency markets.

Main topics on the call

• Revenue Growth and Guidance — Lightspeed reported Q4 revenue of $291 million, exceeding expectations and reflecting a 15% YoY growth. For fiscal 2027, management expects total revenue of $1.225 billion to $1.265 billion, indicating a 12% to 15% organ...
• Strong Performance in Growth Engines — The growth engines, primarily in retail and hospitality, saw a revenue increase of 24% in Q4. Management stated, "we expect them to grow towards 80% during the course of fiscal 2027," highlighting their strategic focus.
• AI Innovations Driving Product Differentiation — Management emphasized the role of AI in enhancing customer solutions, stating, "AI gives Lightspeed the capacity to deliver real product differentiation and sustainable competitive advantage." This innovation is expected...
• Divestiture of Upserve — The divestiture of Upserve has streamlined operations, with management noting that it now accounts for approximately 75% of total revenue. This strategic move is expected to enhance focus and scalability.

Read the full Lightspeed Commerce Inc. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 49 Lightspeed Commerce Inc. earnings call transcripts on record, spanning February 6, 2020 to July 30, 2026. Based on this history, Lightspeed Commerce Inc. reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

LSPD

Exchange

TSX

Country

CA

Sector

Information Technology

Industry

Software

Calls on record

49

First call

February 6, 2020

Most recent

July 30, 2026

Reporting cadence

quarterly