Lightspeed POS Inc. Q3 2026 Earnings Recap

LSPD Q3 2026 February 5, 2026

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Lightspeed Commerce Inc. reported strong Q3 2026 results, with revenue surpassing $312 million and adjusted EBITDA increasing 22% year-over-year, reflecting robust growth in its primary sectors.

Earnings Per Share Beat

$0.15 vs $0.12 est.

+25.0% surprise

Revenue Beat

312346000 vs 311312400 est.

+0.3% surprise

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Key Takeaways

Achieved a 21% year-over-year revenue growth in retail (North America) and hospitality (Europe), now representing two-thirds of total revenue.
Added approximately 2,600 net new customer locations, marking the fastest growth rate since the company’s transformation began.
Software revenue grew 6% overall, with a notable 13% rise in growth engines, underpinned by innovative product launches like Lightspeed AI and Marketplace.
Delivered positive free cash flow for the second consecutive quarter, amounting to $15 million, contributing to an adjusted EBITDA of $20.2 million.
Continued strengthening of ARPU through enhanced software solutions, aimed at complex, multi-location merchants.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit LSPD on AllInvestView.