Lightspeed Commerce Inc.

NYSE:LSPD 株式レポート

時価総額：US$1.3b

Lightspeed Commerce マネジメント

マネジメント 基準チェック /34

Lightspeed Commerceの CEO はDax Dasilvaで、 Jan2005年に任命され、 の在任期間は 21.42年です。 の年間総報酬は$ 1.83Mで、 2.6%給与と97.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の10.14%を直接所有しており、その価値は$ 131.03M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と3.4年です。

主要情報

Dax Dasilva

最高経営責任者

US$1.8m

報酬総額

CEO給与比率2.61%
CEO在任期間21.4yrs
CEOの所有権10.1%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間3.4yrs

経営陣の近況

Recent updates

Seeking Alpha • May 22

Lightspeed Commerce: I Won't Be Buying Until Things Get A Lot Better

Summary Lightspeed Commerce Inc. remains a Sell as mounting losses, shareholder dilution, and weak guidance reinforce my bearish thesis. LSPD's revenue growth is overshadowed by persistent negative EPS, heavy reliance on equity financing, and unsustainable operating expenses. Competition from Shopify and Toast intensifies, eroding LSPD's moat as POS software becomes commoditized and switching costs remain minimal. Guidance for FY2027 revenue and adjusted EBITDA falls short of consensus, with no clear path to profitability or margin expansion in sight. Read the full article on Seeking Alpha
Seeking Alpha • Feb 12

Lightspeed Commerce: Recent Price Pressure Creates Attractive Buying Opportunity

Summary Despite disappointing share performance, I maintain a buy rating for Lightspeed Commerce with a 1-year target price of $18, projecting a 35% upside. LSPD’s fundamentals have slightly improved, with positive quarterly operating cash flow and reduced net loss margin, signaling potential for future growth. Key growth catalysts include positive hospitality market outlook in Europe and LSPD’s strategy to target high GTV customers and increase outbound sales. Risks include execution challenges in outbound sales and potential customer churn due to price increase strategy, but overall, LSPD appears undervalued with attractive risk-reward. Read the full article on Seeking Alpha
Seeking Alpha • Dec 07

Lightspeed: Brighter Now Than In 2021

Summary Lightspeed Commerce's unified offerings and focus on high GTV customers drive revenue growth and improve gross transaction volume, enhancing market presence. The company's reorganization and share repurchase program aim to boost profitability and valuation, supported by a strong cash balance and no long-term debt. Despite conservative analyst targets, Lightspeed's growing adjusted EBITDA and attractive EV/Sales multiples indicate long-term growth potential, especially in North American retail and EMEA hospitality markets. The stock's stable top line growth, new product offerings, and strategic market focus make it an attractive buy candidate on pullbacks, despite short-term bearish trends. Read the full article on Seeking Alpha
Seeking Alpha • Aug 12

Lightspeed Commerce Continues Cost-Cutting And Large Merchant Focus (Upgrade)

Summary Lightspeed Commerce reported its FQ1 2025 results, with reduced operating losses under a returning founder's leadership. LSPD focuses on POS software and hardware for various businesses, with a shift towards larger merchants. Financial trends show improving operating income, cost controls, and a focus on increasing subscription revenue. I'm upgrading my outlook on LSPD to Neutral (Hold). Read the full article on Seeking Alpha
Seeking Alpha • May 22

Lightspeed Commerce: On Track For Profitable Growth (Rating Upgrade)

Summary Notable increase in share price is primarily attributed to LSPD's substantial improvement in reducing operating losses, coupled with management's announcement of a restructuring plan aimed at further narrowing the gap to profitability. Demonstration of continued robust growth in transaction-based revenue, with expectations of subscription revenue re-acceleration in FY25, indicating a positive trajectory towards profitability. Forward FY25 valuation indicates a 13% upside potential from the current market cap, based on management's guidance. Considering these positive developments and minimal downside risk at the current valuation, I have upgraded my rating for LSPD from a "hold" to a "buy". Read the full article on Seeking Alpha
Seeking Alpha • Mar 26

Lightspeed Commerce: The Strategic Shift Towards Payment Solutions

Summary Subscription revenue increased by 8.6% YoY to $80.9 million in 3Q24, indicating positive momentum but trailing behind industry peers. Transaction-based revenue, primarily payment processing fees, grew 35.5% YoY to $406 million in 3Q24, reflecting the company's focus on bolstering payment revenue. Comparison with peers like Toast and Shift4 underscores Lightspeed's lower valuation, attributed to its lowest operating margin and uncertainty regarding sales growth and GAAP profitability. Lightspeed's balance sheet boasts a substantial cash position of $749 million with no debt. Read the full article on Seeking Alpha
Seeking Alpha • Feb 15

Lightspeed Commerce: Shift Towards High-ARPU Clients To Strengthen Fundamentals

Summary Lightspeed Commerce is a point-of-sale and e-commerce platform for businesses in retail, restaurants, and golf courses. The company's stock performance has been disappointing, trading at a significant discount from its IPO price. Despite being unprofitable, the focus on higher ARPU customers may drive future growth and margin expansion through better sales efficiencies, potentially driving share prices. Read the full article on Seeking Alpha
Seeking Alpha • Nov 27

Lightspeed Commerce: Making Notable Progress

Summary Today, we are circling back on Lightspeed Commerce for the first time since late 2022. LSPD has a strong balance sheet with over $760 million in cash and no long-term debt. The company continues to churn out impressive sales growth and the company is rapidly approaching profitability. An updated analysis of Lightspeed Commerce is provided in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Lightspeed Commerce: Unlocking Omni-Channel Commerce Opportunities With Unique Positioning

Summary Lightspeed Commerce is a top-tier cloud-based, omni-channel commerce vendor benefiting from the shift to SaaS-based solutions and software-integrated payment distribution in the POS industry. The company's growth is driven by legacy POS system transitions and the substantial increase in e-commerce adoption. Lightspeed's growth outlook is supported by its omni-channel approach, expanding payment reach, and favorable e-commerce growth in retail commerce. Read the full article on Seeking Alpha
Seeking Alpha • Aug 09

Lightspeed Commerce Continues Unified System Rollout Amid High Operating Losses

Summary Lightspeed Commerce Inc. recently reported fiscal Q1 2024 financial results, beating revenue and EPS estimates. The company offers an omnichannel commerce platform for businesses worldwide. The mandatory adoption of its unified POS and payments system is expected to drive revenue growth in the medium term. Until we see improved revenue growth and a meaningful move toward operating breakeven, I'm Neutral [Hold] on Lightspeed Commerce Inc. Read the full article on Seeking Alpha
Seeking Alpha • May 31

Lightspeed Commerce Q4 Earnings: Great Growth With Improving Profitability (Rating Upgrade)

Summary Lightspeed Commerce continues to trade near its 52-week lows. The company's latest earnings were actually very solid as it continues to show great top line growth with improving profitability. The current valuation is very attractive with multiples being the lowest compared to its peer group. I rate the company as a buy. Read the full article on Seeking Alpha

CEO報酬分析

Lightspeed Commerce の収益と比較して、Dax Dasilva の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$144m

Dec 31 2025n/an/a

-US$692m

Sep 30 2025n/an/a

-US$685m

Jun 30 2025n/an/a

-US$682m

Mar 31 2025US$2mUS$48k

-US$667m

Dec 31 2024n/an/a

-US$124m

Sep 30 2024n/an/a

-US$137m

Jun 30 2024n/an/a

-US$150m

Mar 31 2024US$248kUS$1

-US$164m

Dec 31 2023n/an/a

-US$206m

Sep 30 2023n/an/a

-US$980m

Jun 30 2023n/an/a

-US$1b

Mar 31 2023US$957kn/a

-US$1b

Dec 31 2022n/an/a

-US$1b

Sep 30 2022n/an/a

-US$361m

Jun 30 2022n/an/a

-US$340m

Mar 31 2022US$9mn/a

-US$288m

Dec 31 2021n/an/a

-US$216m

Sep 30 2021n/an/a

-US$193m

Jun 30 2021n/an/a

-US$153m

Mar 31 2021US$997kn/a

-US$124m

Dec 31 2020n/an/a

-US$101m

Sep 30 2020n/an/a

-US$74m

Jun 30 2020n/an/a

-US$65m

Mar 31 2020US$1mUS$238k

-US$54m

報酬と市場: Daxの 総報酬 ($USD 1.83M ) は、 US市場 ($USD 5.28M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Daxの報酬は増加しましたが、会社は利益を上げていません。

CEO

Dax Dasilva (49 yo)

21.4yrs
在職期間
US$1,830,222
報酬

Mr. Dax Dasilva founded Lightspeed Commerce Inc. (formerly known as Lightspeed POS Inc.) (formerly known as LightSpeed Retail Inc.) in 2005 and serves as its Director since 2005 and also serves as its Chie...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Manon Brouillette
Executive Chairwoman of the Board3.4yrsUS$1.29m0.00016%
$ 2.1k
Dax Dasilva
Founder21.4yrsUS$1.83m10.14%
$ 131.0m
Asha Bakshani
Chief Financial Officer4.1yrsUS$2.56m0.035%
$ 449.7k
Shirvani Mudaly
Chief People Officer3.4yrsUS$1.95mデータなし
John Shapiro
Chief Product Officerless than a yearUS$2.67m0.048%
$ 622.8k
Bhawna Singh
Chief Technology Officerless than a yearデータなし0.000070%
$ 904.3
Gus Papageorgiou
Head of Investor Relationsno dataデータなしデータなし
Daniel Micak
Chief Legal Officer & Corporate Secretary7.8yrsUS$2.78m0.0029%
$ 38.1k
Leslie Martin
Chief Strategy & Transformation Officerless than a yearデータなしデータなし
2.3yrs
平均在職期間

経験豊富な経営陣: LSPDの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Manon Brouillette
Executive Chairwoman of the Board3.4yrsUS$1.29m0.00016%
$ 2.1k
Dax Dasilva
Founder21.4yrsUS$1.83m10.14%
$ 131.0m
Sameer Samat
Directorless than a yearデータなしデータなし
Glen LeBlanc
Independent Directorless than a yearデータなしデータなし
Odilon Almeida
Directorless than a yearデータなしデータなし
Dale Murray
Lead Independent Director4.4yrsUS$293.25k0.0040%
$ 51.0k
Nathalie Gaveau
Independent Director4.4yrsUS$246.00kデータなし
3.4yrs
平均在職期間
56.5yo
平均年齢

経験豊富なボード: LSPDの 取締役会 は 経験豊富 であると考えられます ( 3.4年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/21 11:47
終値2026/06/18 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Lightspeed Commerce Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Martin TonerATB Cormark
Raimo LenschowBarclays
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