Lightspeed Commerce Inc. (NYSE: LSPD) Q4 2025 Earnings | May 22, 2025

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Earnings Calls

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Lightspeed Commerce Inc. (NYSE: LSPD) reported its Q4 and full-year 2025 results on May 22, 2025, marking a transformative year with annual revenue surpassing $1 billion for the first time. For the quarter ended March 31, 2025, revenue grew 10% year-over-year to $253.4 million, driven by strong growth in transaction-based revenue and continued expansion of its payments business. Gross margin improved to 44%, and average revenue per user (ARPU) rose 13% to $489, reflecting Lightspeed’s focus on operational efficiency and deeper engagement with higher-value customers. Despite these achievements, the company reported a net loss of $575.9 million in Q4, primarily due to a non-cash goodwill impairment charge of $556.4 million. Adjusted EBITDA for the quarter reached $12.9 million, up from $4.4 million a year ago. Over the past year, Lightspeed repurchased 18.7 million shares—about 12% of total shares outstanding—for $219 million, demonstrating active capital management. CEO Dax Dasilva highlighted the company’s sharpened strategic focus, ongoing investments in its commerce platform, and commitment to expanding both customer locations and software revenue in fiscal 2026. The company’s revised customer location definition now better reflects its core business, with Q4 ARPU recalculated at $545 and total customer locations at 144,000 as of March 31, 2025. Looking ahead, Lightspeed projects fiscal 2026 revenue growth of 10–12% and adjusted EBITDA between $68 million and $72 million, with continued emphasis on payments adoption, recurring revenue, and profitability improvements. Outlook: Fiscal 2026: Revenue growth guidance of 10–12% Adjusted EBITDA expected between $68 million and $72 million Focus on expanding payments penetration, recurring software revenue, and operational efficiency About Inside Ticker: For more expert analysis and real-time updates on Lightspeed Commerce Inc. (NYSE: LSPD) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #Lightspeed #LSPD #Q42025 #EarningsCall #CommercePlatform #Fintech #Payments #FinancialResults #SaaS #InsideTicker

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