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Lightspeed Commerce
Lightspeed Commerce (LSPD) investor relations material
Lightspeed Commerce Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Feb, 2026
Executive summary
Q3 revenue reached $312.3 million, up 11% year-over-year, surpassing guidance, with gross profit of $133.6 million, a 15% increase, and adjusted EBITDA of $20.2 million.
Net loss for the quarter was $33.6 million, or $0.24 per share, while Adjusted Income rose to $20.2 million, or $0.15 per share.
Customer Locations grew by approximately 2,600 in the quarter, reaching about 148,000 globally, with strong growth in North American retail and European hospitality.
Positive cash flow from operations was $28.9 million, and Adjusted Free Cash Flow was $14.9 million, marking the second consecutive quarter of positive free cash flow.
Strategic focus on expanding ARPU, improving profitability, and scaling outbound sales teams is yielding results.
Financial highlights
Transaction-based revenue rose 15% year-over-year to $209.4 million; subscription revenue increased 6% to $93.0 million.
Gross Payment Volume (GPV) for Q3 was $10.5 billion, up 19% year-over-year; Gross Transaction Volume (GTV) reached $25.3 billion.
Gross profit margin improved to 43% from 41% year-over-year; subscription gross margin reached 82%, and transaction-based gross margin rose to 31%.
ARPU increased 11% year-over-year to approximately $660; subscription ARPU up 4%.
Cash and cash equivalents stood at $479 million as of December 31, 2025.
Outlook and guidance
Fiscal 2026 revenue outlook raised to $1,216–$1,220 million; gross profit expected at $523–$525 million, and Adjusted EBITDA at $72 million.
Q4 2026 revenue guidance is $280–$284 million, with gross profit of $125–$127 million and Adjusted EBITDA of $15 million.
Long-term targets include gross profit CAGR of 15–18% and Adjusted EBITDA CAGR of ~35% over three years.
Continued investment in outbound sales, product innovation, and technology, with incremental Q4 investments pulled forward due to strong demand.
How do growth engines impact ARPU growth?
Impact of new AI features on competitive edge?
Path to 20% Adj EBITDA margin by FY28?
Annual contracts: What's the trade-off for ARPU?
Lightspeed AI: What proprietary data drives it?
New CRO's plan for location growth acceleration
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Next Lightspeed Commerce earnings date
Q4 202621 May, 2026
Lightspeed Commerce
Next Lightspeed Commerce earnings date
Q4 202621 May, 2026
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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
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