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Lightspeed Commerce Inc. (LSPD:CA) Q4 2026 Earnings Call Transcript

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Lightspeed Commerce Inc. (LSPD:CA) Q4 2026 Earnings Call May 21, 2026 8:00 AM EDT

Company Participants

Gus Papageorgiou – Head of Investor Relations
Dax Dasilva – Founder, CEO & Director
Asha Bakshani – Chief Financial Officer

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Conference Call Participants

Daniel Perlin – RBC Capital Markets, Research Division
Kevin Krishnaratne – Scotiabank Global Banking and Markets, Research Division
Josh Baer – Morgan Stanley, Research Division
Martin Toner – ATB Cormark Capital Markets Inc., Research Division
Tien-Tsin Huang – JPMorgan Chase & Co, Research Division
Matthew Bullock – BofA Securities, Research Division
Richard Tse – National Bank Financial, Inc., Research Division
Andrew Harte – BTIG, LLC, Research Division
Suthan Sukumar – Stifel Nicolaus Canada Inc., Research Division

Presentation

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Operator

Good morning, and thank you for standing by. My name is John, and I will be your conference operator for today. At this time, I would like to welcome everyone to the Lightspeed Fiscal Fourth Quarter 2026 Conference Call. [Operator Instructions]

I would now like to turn the conference over to Gus Papageorgiou, Head of Investor Relations for Lightspeed. Please go ahead.

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Gus Papageorgiou
Head of Investor Relations

Thank you, operator, and good morning, everyone. Welcome to Lightspeed’s Fiscal Q4 2026 Conference Call. Joining me today are Dax Dasilva, Lightspeed’s Founder and CEO; and Asha Bakshani, Lightspeed’s CFO. After prepared remarks from Dax and Asha, we will open it up for your questions.

We will make forward-looking statements on our call today that are subject to risks and uncertainties that could cause actual results to differ materially from those projected. Certain material factors and assumptions were applied in respect of conclusions, forecasts and projections contained in these statements. We undertake no obligation to update these statements, except as required by law. You should carefully review these factors, assumptions risks and uncertainties in our earnings press release issued earlier today, our fourth quarter fiscal 2026 results presentation available on

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