Lightspeed Commerce Inc.

NYSE:LSPD Aktierapport

Börsvärde: US$1.3b

Lightspeed Commerce Förvaltning

Förvaltning kriterier kontrolleras 3/4

Lightspeed Commerce VD är Dax Dasilva, utsedd i Jan 2005, har en mandatperiod på 21.42 år. totala årliga ersättningen är $ 1.83M, bestående av 2.6% lön 97.4% bonusar, inklusive företagsaktier och optioner. äger direkt 10.14% av företagets aktier, värda $ 131.03M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.3 år respektive 3.4 år.

Viktig information

Dax Dasilva

Verkställande direktör

US$1.8m

Total ersättning

VD-lön i procent2.61%
Anställning som VD21.4yrs
Ägande av VD10.1%
Ledningens genomsnittliga anställningstid2.3yrs
Styrelsens genomsnittliga mandatperiod3.4yrs

Senaste uppdateringar av ledningen

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

Analys av ersättningar till VD

Hur har Dax Dasilva:s ersättning förändrats jämfört med Lightspeed Commerce:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Dax s total kompensation ($USD 1.83M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 5.28M ).

Ersättning vs inkomst: Ersättningen för Dax har ökat samtidigt som företaget är olönsamt.

VD OCH KONCERNCHEF

Dax Dasilva (49 yo)

21.4yrs
Anställning
US$1,830,222
Kompensation

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...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
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$1.95minga uppgifter
John Shapiro
Chief Product Officerless than a yearUS$2.67m0.048%
$ 622.8k
Bhawna Singh
Chief Technology Officerless than a yearinga uppgifter0.000070%
$ 904.3
Gus Papageorgiou
Head of Investor Relationsno datainga uppgifteringa uppgifter
Daniel Micak
Chief Legal Officer & Corporate Secretary7.8yrsUS$2.78m0.0029%
$ 38.1k
Leslie Martin
Chief Strategy & Transformation Officerless than a yearinga uppgifteringa uppgifter
2.3yrs
Genomsnittlig anställningstid

Erfaren ledning: LSPD s ledningsgrupp anses vara erfaren ( 2.3 års genomsnittlig anställningstid).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
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 yearinga uppgifteringa uppgifter
Glen LeBlanc
Independent Directorless than a yearinga uppgifteringa uppgifter
Odilon Almeida
Directorless than a yearinga uppgifteringa uppgifter
Dale Murray
Lead Independent Director4.4yrsUS$293.25k0.0040%
$ 51.0k
Nathalie Gaveau
Independent Director4.4yrsUS$246.00kinga uppgifter
3.4yrs
Genomsnittlig anställningstid
56.5yo
Genomsnittlig ålder

Erfaren styrelse: LSPD s styrelse anses vara erfaren ( 3.4 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/20 19:01
Aktiekurs vid dagens slut2026/06/18 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Lightspeed Commerce Inc. bevakas av 25 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Martin TonerATB Cormark
Raimo LenschowBarclays
Mark PalmerBenchmark Company