Overview

• Lightspeed Commerce posted a fourth-quarter net loss of $575.9 million, driven by a $556.4 million goodwill impairment linked to its weak share price.
• Revenue for the quarter rose 10% year-over-year to $253.4 million, with adjusted operating earnings slightly below analyst expectations at $12.9 million.
• The company has completed over half of its $400 million share buyback program launched earlier this year after abandoning a potential sale process.
• Management forecasts 10–12% revenue growth for fiscal 2026, supported by stabilization in North American hospitality and European hospitality segments.
• Founder and CEO Dax Dasilva emphasized plans to accelerate growth, including hiring 150 outbound sales representatives and targeting mid-teens gross profit increases.