Lightspeed Commerce Inc (LSPD) FinancialsLSPDLightspeed Commerce Inc

Lightspeed Commerce Inc. (LSPD) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Transaction-based revenue, accounting for 66.5% of total sales, equivalent to $214.53M. Other significant revenue streams include Subscription revenue and Hardware and other. Understanding this composition is critical for investors evaluating how LSPD navigates market cycles within the Software industry.

Evaluating the bottom line, Lightspeed Commerce Inc. maintains a gross margin of 40.33%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at -1.09%, while the net margin is -0.75%. These profitability ratios, combined with a Return on Equity (ROE) of -6.65%, provide a clear picture of how effectively LSPD converts its operational activities into shareholder value.

In the context of the broader market, LSPD competes directly with industry leaders such as BL and CXM. With a market capitalization of $1.38B, it holds a significant position in the sector. When comparing efficiency, LSPD's gross margin of 40.33% stands against BL's 75.96% and CXM's 65.17%. Such benchmarking helps identify whether Lightspeed Commerce Inc. is trading at a premium or discount relative to its financial performance.

Lightspeed's Q1 revenue of $322.7 million shows a 17% year-over-year increase, but the company has been operating at a net loss, with a significant net loss of $2.4 million in the last quarter. Gross margin is improving, reaching 40.33% in Q1 2027, indicating better profitability potential.