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Lightspeed Commerce Inc.: Business Overview, Financials & Competitive Analysis

Lightspeed Commerce Inc. scores 6/10 on the AskCyborg Cyborg Score (Solid). Growth-stage SaaS with accelerating unit economics and positive free cash flow, but valuation and profitability remain key execution risks. Q3 2026 revenue of $312.3 million was up 11% YoY with improving margins to 43%, positive adjusted EBITDA and stronger operating and free cash flows, though net loss widened to.

What is Lightspeed Commerce Inc.'s industry? Lightspeed Commerce Inc. (lightspeedhq.com) operates in Cloud-based POS and Payments SaaS. AskCyborg classifies Lightspeed Commerce Inc. under Cloud-based POS and Payments SaaS in its company registry.

Lightspeed Commerce is a POS and payments platform that provides an omnichannel commerce-enabling SaaS solution for retail, golf, and hospitality businesses, helping merchants manage in-person and online sales, embedd...

6/ 10Solid

Cyborg Score thesis

Growth-stage SaaS with accelerating unit economics and positive free cash flow, but valuation and profitability remain key...

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Industry Cloud-based POS and Payments SaaS
3 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: October 19, 2026
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What's in This Report
Lightspeed Commerce Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Lightspeed Commerce Inc. Overview

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Lightspeed Commerce is a POS and payments platform that provides an omnichannel commerce-enabling SaaS solution for retail, golf, and hospitality businesses, helping merchants manage in-person and online sales, embedded payments, inventory, reporting, staff and supplier management, and financial services within a unified environment. The company powers businesses in over 100 countries.

Strategic Profile

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Lightspeed's core growth engines of North America retail and European hospitality delivered 21% revenue growth, 13% software revenue growth, and 16% GTV growth. The company is heavily integrating AI to differentiate its retail and hospitality workflows, focusing on inventory optimization and customer experience to drive upsells, with payment penetration reaching 46%, up from 42% last year.

Competitive Landscape

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Lightspeed operates as a dual-listed company on NYSE and TSX with teams across North America, Europe, and Asia Pacific. The company competes in the POS and payments SaaS space against established players like Square/Block and Shopify, positioning itself toward ambitious mid-market and growing SMB merchants with integrated omnichannel solutions.

Industry Context

Lightspeed Commerce Inc. operates in Cloud-based POS and Payments SaaS.

Key facts

Founded: 2005 · Headquarters: Montreal, Canada · Revenue: $312.3M (Q3 2026 quarterly) · Market cap: $1.3B

What the AI analysts debated

AI-generated and not independently verified: selected findings from the multi-agent debate on Lightspeed Commerce Inc..

  • FY2026 revenue guidance raised to $1,216M–$1,220M with Adjusted EBITDA guidance of $72M.
  • Q3 product launches included Lightspeed AI, revamped retail Marketplace, Tap to Pay on Android, smart terminals, and new restaurant tools such as Tempo, Tasks, Reservations and expanded Mobile Tap in key European markets.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • February 2026Q3 2026 revenue of $312.3 million, up 11% YoY with gross margin improving to 43%.
  • January 2026Launched Lightspeed AI, revamped retail Marketplace, and new restaurant tools including Tempo, Tasks, and Reservations.
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Square/Cash AppPayments and POS platform for small businesses→Shopify POSE-commerce and omnichannel POS platform→ToastCloud POS for hospitality and restaurants→

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Industry context

Lightspeed Commerce Inc. operates in Cloud-based POS and Payments SaaS. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Lightspeed Commerce Inc. do?+
Lightspeed Commerce is a POS and payments platform that provides an omnichannel commerce-enabling SaaS solution for retail, golf, and hospitality businesses, helping merchants manage in-person and online sales, embedd...
What is Lightspeed Commerce Inc.'s Cyborg Score?+
Lightspeed Commerce Inc. has a Cyborg Score of 6/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Lightspeed Commerce Inc.'s main competitors?+
Named competitors include Square/Cash App, Shopify POS, Toast. The full competitive landscape is in the AskCyborg report.
How can I get the full Lightspeed Commerce Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Lightspeed Commerce Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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More Cloud-based POS and Payments SaaS research

Companies in the same sector and named competitors, ranked by Cyborg Score.

8Toast, Inc.