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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Lightspeed Commerce
Lightspeed Commerce (LSPD) investor relations material
Lightspeed Commerce Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary5 Nov, 2026
Executive summary
Q2 revenue was $323.8M, up 15% organically and 2% as reported; gross profit was $142.8M, up 11% organically.
North American retail and European hospitality growth engines delivered 17% revenue growth, 14% subscription revenue growth and 14% GTV growth.
Adjusted EBITDA was $22.7M and net loss narrowed to $4.2M from $32.7M; FY27 guidance was maintained.
Financial highlights
Transaction-based revenue was $213.9M, up 17% organically and down 1% as reported; subscription revenue was $97.8M, up 9% organically and 5% as reported.
Gross profit was $142.8M, up 11% organically and 6% as reported; reported gross margin was 44.1% versus 42.4%.
Adjusted EBITDA was $22.7M versus $21.3M; net loss was $4.2M ($0.03/share) versus $32.7M ($0.24/share).
Adjusted Income was $22.6M ($0.17/share) versus $22.2M ($0.16/share).
Operating activities used $7.5M versus providing $25.5M; Adjusted Free Cash Flow was $4.0M versus $18.0M.
Outlook and guidance
FY27 outlook maintained: revenue $1.225B–$1.265B, organic growth 12%–15%; gross profit $565M–$585M, organic growth 12%–16%; Adjusted EBITDA $75M–$95M.
Q3 FY27 outlook: revenue $310M–$320M and gross profit $141M–$146M, each with 11%–15% organic growth; Adjusted EBITDA $25M–$30M.
FY27 Adjusted Free Cash Flow expected to grow significantly over FY26's $18.2M; FY28 target remains $95M.
FY28 targets include gross margin of ~43%–46%, Adjusted EBITDA of ~20% of gross profit, and 10%–15% three-year CAGR in growth-engine Customer Locations.
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Latest events from Lightspeed Commerce
- All proposals passed, with strong financial results and a renewed focus on execution and growth.LSPD
AGM 2026 - Revenue up 17% organically, net loss narrows, and growth engines drive strong outlook.LSPDQ1 2027
- Q4 revenue and profit rose 15% year-over-year, with strong outlook and renewed share buyback.LSPDQ4 2026
- Upserve divestiture sharpens focus, improves margins, and boosts growth outlook for core markets.LSPDInvestor update
- Revenue and profit exceeded guidance, driven by growth engines and higher ARPU.LSPDQ1 2026
- Revenue up 20% and Adjusted EBITDA outlook raised as payments and ARPU surge.LSPDQ2 2025
- Prioritizing NOAM Retail and EMEA Hospitality, targeting 15%-18% gross profit CAGR to FY28.LSPDInvestor Day 2025
- Annual revenue topped $1B with double-digit growth, but a major goodwill impairment led to a net loss.LSPDQ4 2025
- Revenue up 17% and adjusted EBITDA outlook raised, with $400M share repurchase announced.LSPDQ3 2025
Next Lightspeed Commerce earnings date
Q3 20274 Feb, 2027
Lightspeed Commerce
Next Lightspeed Commerce earnings date
Q3 20274 Feb, 2027
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Frequently asked questions
Lightspeed Commerce Inc. provides commerce enabling Software as a Service platform for small and midsize businesses, retailers, restaurants, and golf course operators in Canada, the United States, Germany, Australia, and internationally. Its platform offers capabilities to grow online sales; manage inventory; process orders and payments; create loyalty programs; manage marketing campaigns; track products through a distribution landscape through warehouse management system; and view real-time business analytics. The company was founded in 2005 and is headquartered in Montréal, Canada