Lightspeed reported strong financial results with notable growth in their core markets, driven by AI innovations and increased customer locations. While there are anticipated seasonal variations and a slight moderation in software growth, the overall performance and strategic advancements contribute to a positive outlook.

Company Guidance

In the Lightspeed Second Quarter 2026 Earnings Call, the company reported strong financial performance, with revenues, gross profit, and adjusted EBITDA exceeding previous outlooks. The quarter saw a 7% year-over-year increase in customer locations within their core growth engines, North American retail, and European hospitality, with approximately 2,000 net new customer additions. Software revenue grew 9% year-over-year, while software ARPU increased by 10%. Transaction-based revenue saw a 17% year-over-year rise, and gross payments volume grew 22%. The adjusted EBITDA reached $21 million, marking a 53% increase from the previous year, and the company achieved positive free cash flow of $18 million. Lightspeed emphasized the successful implementation of AI-driven products and the strategic focus on its growth engines, which contributed to the strong quarter and its raised fiscal 2026 outlook.

Revenue and Profit Growth

Lightspeed reported a 15% revenue growth, with software revenue growing 9% year-over-year and transaction-based revenue up 17% year-over-year. Adjusted EBITDA increased by 53% year-over-year to $21 million.

Strong Performance in Growth Engines

Software revenue in North America retail and European hospitality markets increased 20% year-over-year, with GTV up 15% and payments penetration improving to 46% from 41% last year.

AI-Driven Product Innovations

Lightspeed introduced multiple AI-powered tools, including AI showroom and AI product descriptions, contributing to enhancements in their omnichannel capabilities and sales productivity.

Increase in Customer Locations

Customer locations in core growth engines increased by 7% year-over-year, adding approximately 2,000 net new customer locations in the quarter.

Improved Cash Flow

Adjusted free cash flow rose significantly to $18 million from $1.6 million a year ago, marking a substantial improvement in financial health.

Lightspeed POS Inc (DE:3L50) Earnings, Revenues Date & History

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DE:3L50 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 05, 2026	2026 (Q3)	0.12 / -	0.104	―	―	―
Nov 06, 2025	2026 (Q2)	0.14 / 0.14	0.113	23.08% (+0.03)	―	―
Jul 31, 2025	2026 (Q1)	0.11 / 0.05	0.087	-40.00% (-0.03)	―	―
May 22, 2025	2025 (Q4)	0.09 / 0.09	0.052	66.67% (+0.03)	―	―
Feb 06, 2025	2025 (Q3)	0.09 / 0.10	0.069	50.00% (+0.03)	―	―
Nov 07, 2024	2025 (Q2)	0.09 / 0.11	0.035	225.00% (+0.08)	―	―
Aug 01, 2024	2025 (Q1)	0.06 / 0.09	-0.009	1100.00% (+0.10)	―	―
May 16, 2024	2024 (Q4)	0.05 / 0.05	0	―	―	―
Feb 08, 2024	2024 (Q3)	0.04 / 0.07	0	―	―	―
Nov 02, 2023	2024 (Q2)	<0.01 / 0.03	-0.043	180.00% (+0.08)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:3L50 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	€11.50	€11.50	0.00%
May 22, 2025	€9.65	€9.50	-1.55%
Feb 06, 2025	€13.80	€12.00	-13.04%
Nov 07, 2024	€14.60	€16.10	+10.27%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.