Lightspeed is taking on other cloud-based rivals in the retail space amid strong revenue growth.The point-of-sale (POS) system provider released earnings Thursday (Aug. 1) showing revenues up 27% during the quarter, which also saw the company release new inventory management features for its ICP (ideal customer profile) customers.“Our efforts in retail are focused on widening the mode between ourselves and other cloud based competitors and displacing legacy players currently serving our ICP customers,” said ...

财务数据和关键指标变化 - 收入增长27%达到2.661亿美元,超出之前的指引 [11][12] - 调整后EBITDA为1020万美元,大幅好于之前的指引和去年同期的亏损 [12] - 支付渗透率达到36%,大幅提升自去年同期的22% [13][59] - Lightspeed Capital收入增长387%至780万美元 [45] 各条业务线数据和关键指标变化 - 订阅收入增长6%至8330万美元,毛利率提升至79% [41][42] - 交易收入增长44%至1.741亿美元,支付量增长64%至84亿美元 [45] - 总毛利率为41%,略有下降 [47] 各个市场数据和关键指标变化 - 旗舰产品GTV增长24%,但整体GTV仅增长1% [54] - 高GTV客户(GTV超50万和100万美元)增长4%,低GTV客户(GTV低于20万美元)继续下降 [56] - 不含股权客户的ARPU达到502美元,同比增长31% [56] 公司战略和发展方向及行业竞争 - 公司专注于提高支付渗透率、控制成本和提高软件收入增长 [32][33] - 正在采取措施加快软件收入增长,包括增加外拓销售团队、调整定价、优化客户体验等 [34][35] - 在零售和餐饮行业持续创新,推出多项新功能以满足目标客户需求 [21][23][24][25][29][31] - 正在拓展供应商网络,增加品类和品牌,提升客户体验 [27][28] 管理层对经营环境和未来前景的评论 - 管理层对公司的财务表现和未来发展前景表示乐观 [11][32][60][61] - 预计第二季度收入和调整后EBITDA将保持增长态势,全年调整后EBITDA将达到至少4500万美元 [60][61] - 认为公司已采取必要措施来加快软件收入增长,预计下半年将看到明显改善 [34][35][60] 其他重要信息 - 公司发布了首份可持续发展报告,强调Lightspeed产品在提高客户可持续性方面的作用 [36] - 公司在本季度回购了约270万股,体现了对公司价值的信心 [39][106] 问答环节重要的提问和回答 问题1 **Dan Perlin提问** 为什么将销售团队暂时继续专注于支付业务,而不是更快地转回软件销售? [65] **Jean-David Saint-Martin回答** 这是公司既定的计划,销售团队将在第二财季逐步回归软件销售,预计下半年软件收入将加速增长 [66][67] 问题2 **Andrew Bauch提问** 毛利率略有下降的原因是什么? [70] **Asha Bakshani回答** 主要是因为来自合作伙伴的高毛利分成收入下降,随着更多客户采用Lightspeed支付,整体毛利率会有所提升 [71] 问题3 **Thanos Moschopoulos提问** 支付渗透率未来的增长趋势如何? [80] **Asha Bakshani回答** 新客户必须采用Lightspeed支付,这将持续推动支付渗透率的上升,但具体增长速度会受GTV变化的影响 [81]

Lightspeed Commerce Inc. (LSPD) came out with quarterly earnings of $0.10 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 66.67%. A quarter ago, it was expected that this company would post earnings of $0.05 per share when it actually produced earnings of $0.06, delivering a surprise of 20%.Over the last four quarters, the compan ...

Total revenue of $266.1 million grew 27% year-over-year and exceeded outlookNet loss improved to ($35.0) million and positive Adjusted EBITDA1 of $10.2 million exceeded the $7 million outlookGPV as a percentage of GTV was 36% in the quarter, up from 22% in the prior year Quarterly ARPU2 grew 31% year-over-year to a record ~$502  Lightspeed repurchased ~2.7 million shares during the quarter for ~$40 millionLightspeed reports in US dollars and in accordance with IFRS.MONTREAL, Aug. 1, 2024 /PRNewswire/ - Ligh ...

Lightspeed POS (LSPD) is scheduled to release its first-quarter fiscal 2025 results on Aug 1, before market open.LSPD surpassed the Zacks Consensus Estimate in the four trailing quarters, delivering an earnings surprise of 191.7%, on average.Q1 ExpectationsThe Zacks Consensus Estimate for revenues is pegged at $258.3 million, indicating a 23.6% increase from the year-ago quarter’s actual. Revenues are likely to have benefited from an enhancement in consumer services, which includes order tracking on Apple W ...

"At its core, Lightspeed is a company built on the foundation of inclusivity and diversity, values that extend to all areas of our business, from our employees through to our customer engagement," said Shirvani Mudaly, Lightspeed's Chief People Officer. "This annual sustainability report is a testament to our ongoing commitment to continuing to improve all areas of our Environmental, Social and Governance responsibilities, acting as a leader–and example–for the tech industry to follow."Some highlights of Li ...

Lightspeed Commerce Inc. (LSPD) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Lightspeed Commerce Inc. (LSPD) ended the recent trading session at $13.55, demonstrating a +0.37% swing from the preceding day's closing price. The stock's change was more than the S&P 500's daily loss of 0.71%. Meanwhile, the Dow lost 0.93%, and the Nasdaq, a tech-heavy index, lost 0.81%.Prior to today's trading, shares of the company had gained 1.28% over the past month. This has outpaced the Business Services sector's loss of 3.02% and the S&P 500's gain of 1.08% in that time.The upcoming earnings relea ...

"When we look at launching new products, it's critically important that we are delivering maximum value to our customers, and solving their most complex problems," said Dax Dasilva, Founder and Chief Executive Officer of Lightspeed. "By delivering products that solve the more complex issues our merchants face, we can improve their overall operational experience and help them get back to focusing on what matters most, their customers."Lightspeed's Q1 innovations brought a number of new products and feature s ...

In the latest market close, Lightspeed Commerce Inc. (LSPD) reached $13.88, with a +1.46% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 0.55%. On the other hand, the Dow registered a gain of 0.62%, and the technology-centric Nasdaq increased by 0.63%.Heading into today, shares of the company had lost 7.88% over the past month, lagging the Business Services sector's gain of 0.56% and the S&P 500's gain of 4.28% in that time.Investors will be eagerly watching for the pe ...