Lightspeed is taking on other cloud-based rivals in the retail space amid strong revenue growth. The point-of-sale (POS) system provider released earnings Thursday (Aug. 1) showing revenues up 27% during the quarter, which also saw the company release new inventory management features for its ICP (ideal customer profile) customers. "Our efforts in retail are focused on widening the mode between ourselves and other cloud based competitors and displacing legacy players currently serving our ICP customers," sa ...

财务数据和关键指标变化 - 收入增长27%达到2.661亿美元,超出之前的指引 [11][12] - 调整后EBITDA为1020万美元,大幅好于之前的指引和去年同期的亏损 [12] - 支付渗透率达到36%,大幅提升自去年同期的22% [13][59] - Lightspeed Capital收入增长387%至780万美元 [45] 各条业务线数据和关键指标变化 - 订阅收入增长6%至8330万美元,毛利率提升至79% [41][42] - 交易收入增长44%至1.741亿美元,支付量增长64%至84亿美元 [45] - 总毛利率为41%,略有下降 [47] 各个市场数据和关键指标变化 - 旗舰产品GTV增长24%,但整体GTV仅增长1% [54] - 高GTV客户(GTV超50万和100万美元)增长4%,低GTV客户(GTV低于20万美元)继续下降 [56] - 不含股权客户的ARPU达到502美元,同比增长31% [56] 公司战略和发展方向及行业竞争 - 公司专注于提高支付渗透率、控制成本和提高软件收入增长 [32][33] - 正在采取措施加快软件收入增长,包括增加外拓销售团队、调整定价、优化客户体验等 [34][35] - 在零售和餐饮行业持续创新,推出多项新功能以满足目标客户需求 [21][23][24][25][29][31] - 正在拓展供应商网络,增加品类和品牌,提升客户体验 [27][28] 管理层对经营环境和未来前景的评论 - 管理层对公司的财务表现和未来发展前景表示乐观 [11][32][60][61] - 预计第二季度收入和调整后EBITDA将保持增长态势,全年调整后EBITDA将达到至少4500万美元 [60][61] - 认为公司已采取必要措施来加快软件收入增长,预计下半年将看到明显改善 [34][35][60] 其他重要信息 - 公司发布了首份可持续发展报告,强调Lightspeed产品在提高客户可持续性方面的作用 [36] - 公司在本季度回购了约270万股,体现了对公司价值的信心 [39][106] 问答环节重要的提问和回答 问题1 **Dan Perlin提问** 为什么将销售团队暂时继续专注于支付业务,而不是更快地转回软件销售? [65] **Jean-David Saint-Martin回答** 这是公司既定的计划,销售团队将在第二财季逐步回归软件销售,预计下半年软件收入将加速增长 [66][67] 问题2 **Andrew Bauch提问** 毛利率略有下降的原因是什么? [70] **Asha Bakshani回答** 主要是因为来自合作伙伴的高毛利分成收入下降,随着更多客户采用Lightspeed支付,整体毛利率会有所提升 [71] 问题3 **Thanos Moschopoulos提问** 支付渗透率未来的增长趋势如何? [80] **Asha Bakshani回答** 新客户必须采用Lightspeed支付,这将持续推动支付渗透率的上升,但具体增长速度会受GTV变化的影响 [81]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government. S ...

Lightspeed Commerce Inc. (LSPD) came out with quarterly earnings of $0.10 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 66.67%. A quarter ago, it was expected that this company would post earnings of $0.05 per share when it actually produced earnings of $0.06, delivering a surprise of 20%. Over the last four quarters, the comp ...

Total revenue of $266.1 million grew 27% year-over-year and exceeded outlook Net loss improved to ($35.0) million and positive Adjusted EBITDA1 of $10.2 million exceeded the $7 million outlook GPV as a percentage of GTV was 36% in the quarter, up from 22% in the prior year Quarterly ARPU2 grew 31% year-over-year to a record ~$502 Lightspeed repurchased ~2.7 million shares during the quarter for ~$40 million Lightspeed reports in US dollars and in accordance with IFRS. MONTREAL, Aug. 1, 2024 /PRNewswire/ - L ...

The consensus estimate for the bottom line is pegged at 6 cents per share, suggesting a more than 100% rise from the year-ago quarter's actual. The bottom line is expected to have gained from strong margins. Our proven model does not conclusively predict an earnings beat for LSPD this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they a ...

Some highlights of Lightspeed's sustainability initiatives include: Lightspeed's employee base includes 9% LGBTQ2S+, 5% persons with disabilities and 35% BIPOC representation.1 50% of Lightspeed's executive officers identify as women. Lightspeed continues to partner with GiftTrees to offer Carbon Friendly Dining, which empowers its customers' diners to offset carbon emissions associated with their meals by planting trees. Over 1.8 million trees have been planted to date. Find out more about our mission on o ...

So, this combination makes it difficult to conclusively predict that Lightspeed POS will beat the consensus EPS estimate. Does Earnings Surprise History Hold Any Clue? While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Lightspeed POS would post earnings of ...

Furthermore, it would be beneficial for investors to monitor any recent shifts in analyst projections for Lightspeed Commerce Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the company's business performance and profit potential. The Technology Services industry is part of the Business Services sector. At present, this industry carries a Zacks Industry Rank of 92, placing it within the t ...

Lightspeed's Q1 innovations brought a number of new products and feature sets across the retail and hospitality industries, including: Increased B2B Capabilities in NuORDER Assortments Retailers need to be critically aware of how much it costs to actually deliver a product to their consumer's doorstep. With Landed Costs, merchants can capture expenditures like discounts and costs of ordering inventory, like shipping and import duties. Through this data, retailers can ensure they are accurately pricing their ...