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Lightspeed POS Earnings Calls
| Release date | May 21, 2026 |
| EPS estimate | $0.100 |
| EPS actual | $0.0800 |
| EPS Surprise | -20.00% |
| Revenue estimate | 282.869M |
| Revenue actual | 290.795M |
| Revenue Surprise | 2.80% |
| Release date | Feb 05, 2026 |
| EPS estimate | $0.120 |
| EPS actual | $0.150 |
| EPS Surprise | 25.00% |
| Revenue estimate | 311.312M |
| Revenue actual | 312.346M |
| Revenue Surprise | 0.332% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.110 |
| EPS actual | $0.160 |
| EPS Surprise | 45.45% |
| Revenue estimate | 310.471M |
| Revenue actual | 318.963M |
| Revenue Surprise | 2.74% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.110 |
| EPS actual | $0.0600 |
| EPS Surprise | -45.45% |
| Revenue estimate | 308.966M |
| Revenue actual | 309.967M |
| Revenue Surprise | 0.324% |
Last 4 Quarters for Lightspeed POS
Below you can see how LSPD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $12.44 |
| EPS estimate | $0.110 |
| EPS actual | $0.0600 |
| EPS surprise | -45.45% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $13.69 |
| Jul 28, 2025 | $13.83 |
| Jul 29, 2025 | $13.36 |
| Jul 30, 2025 | $13.15 |
| Jul 31, 2025 | $12.44 |
| Aug 01, 2025 | $12.30 |
| Aug 04, 2025 | $12.55 |
| Aug 05, 2025 | $12.44 |
| Aug 06, 2025 | $12.55 |
| 4 days before | -9.13% |
| 4 days after | 0.88% |
| On release day | -1.13% |
| Change in period | -8.33% |
| Release date | Nov 06, 2025 |
| Price on release | $13.44 |
| EPS estimate | $0.110 |
| EPS actual | $0.160 |
| EPS surprise | 45.45% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $12.00 |
| Nov 03, 2025 | $11.87 |
| Nov 04, 2025 | $11.30 |
| Nov 05, 2025 | $11.59 |
| Nov 06, 2025 | $13.44 |
| Nov 07, 2025 | $13.09 |
| Nov 10, 2025 | $13.32 |
| Nov 11, 2025 | $13.15 |
| Nov 12, 2025 | $12.79 |
| 4 days before | 12.00% |
| 4 days after | -4.84% |
| On release day | -2.60% |
| Change in period | 6.58% |
| Release date | Feb 05, 2026 |
| Price on release | $9.31 |
| EPS estimate | $0.120 |
| EPS actual | $0.150 |
| EPS surprise | 25.00% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $10.80 |
| Feb 02, 2026 | $10.63 |
| Feb 03, 2026 | $9.85 |
| Feb 04, 2026 | $10.09 |
| Feb 05, 2026 | $9.31 |
| Feb 06, 2026 | $9.26 |
| Feb 09, 2026 | $9.13 |
| Feb 10, 2026 | $9.25 |
| Feb 11, 2026 | $8.91 |
| 4 days before | -13.80% |
| 4 days after | -4.30% |
| On release day | -0.537% |
| Change in period | -17.50% |
| Release date | May 21, 2026 |
| Price on release | $8.37 |
| EPS estimate | $0.100 |
| EPS actual | $0.0800 |
| EPS surprise | -20.00% |
| Date | Price |
|---|---|
| May 15, 2026 | $8.83 |
| May 18, 2026 | $8.95 |
| May 19, 2026 | $8.67 |
| May 20, 2026 | $8.96 |
| May 21, 2026 | $8.37 |
| May 22, 2026 | $8.56 |
| May 26, 2026 | $8.82 |
| May 27, 2026 | $8.86 |
| May 28, 2026 | $9.27 |
| 4 days before | -5.21% |
| 4 days after | 10.75% |
| On release day | 2.27% |
| Change in period | 4.98% |
Lightspeed POS Earnings Call Transcript Summary of Q1 2026
Lightspeed reported a strong start to FY26 driven by its strategic refocus on two growth engines (North American retail and European hospitality). Key Q1 results: revenue $305M (+15% YoY, above outlook), gross profit $129M (+19%), adjusted EBITDA ~$16M (+55%), payments penetration 41% (up from 36% YoY), total locations ~145,000 and growth-engine locations +5% YoY (≈1,700 net new). Software revenue was $90.9M (+9%) and software ARPU rose 10%; consolidated ARPU reached a record $655 (+16%). GTV was $24.6B (+4%), with growth-engine GTV +12% YoY. Management emphasized outbound sales scale-up (130 of 150 planned outbound reps in seat, ~6-month ramp to full productivity), product innovation (inventory and AI-powered features across retail and hospitality, NuORDER integration), and operating discipline producing high software gross margins (81%) and improving transaction margins. Capital allocation: completed NCIB (~9M shares, ~$85M) plus $30M open-market repurchase; cash ~$448M and ~$200M remaining repurchase authorization. Outlook: Q2 revenue $305–$310M; Q2 adjusted EBITDA $17–$19M. FY26 guidance: revenue growth ~10–12%, gross profit growth ~14%, adjusted EBITDA $68–$72M. Management expects location CAGR of 10–15% over three years (through FY28) as outbound reps and product investments ramp, and sees continued opportunity to grow payments penetration in efficiency markets (currently ~35%).
