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Lightspeed publishes Fiscal 2026 MD&A report for year ended March 31, 2026

PUBT·05/21/2026 11:07:21
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Lightspeed publishes Fiscal 2026 MD&A report for year ended March 31, 2026
  • Lightspeed Commerce published its MD&A for fiscal 2026, outlining a strategy centered on retail customers in North America, hospitality customers in Europe, unified POS-plus-payments selling, further buildout of Lightspeed Wholesale, cost discipline, and selective acquisitions or divestitures.
  • Revenue rose 14% to USD 1.23 billion, driven by a 17% increase in transaction-based revenue to USD 815.09 million on 21% GPV growth to USD 41 billion; subscription revenue increased 7.5% to USD 370.7 million.
  • Monthly ARPU increased 10% to about USD 602 as of March 31, 2026; gross profit increased 17% to USD 526.92 million, lifting gross margin to 42.9% from 41.8%.
  • Operating loss narrowed to USD 152.3 million from USD 696.01 million; adjusted EBITDA increased to USD 72.53 million from USD 53.69 million.
  • Operating cash flow was USD 55.46 million versus an outflow of USD 32.76 million a year earlier; adjusted free cash flow was USD 18.2 million versus an outflow of USD 11.17 million.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Lightspeed Commerce Inc. published the original content used to generate this news brief on May 21, 2026, and is solely responsible for the information contained therein.