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Lightspeed Commerce Inc. (LSPD) Q1 2026 Earnings Call Transcript

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Lightspeed Commerce Inc. (NYSE:LSPD) Q1 2026 Earnings Conference Call July 31, 2025 8:00 AM ET

Company Participants

Asha Hotchandani Bakshani – Chief Financial Officer
Dax Dasilva – Founder, CEO & Director
Gus Papageorgiou – Head of Investor Relations
Jean-David Saint-Martin – President

Conference Call Participants

Daniel Rock Perlin – RBC Capital Markets, Research Division
Dominic Ball – Redburn (Europe) Limited, Research Division
Joshua Phillip Baer – Morgan Stanley, Research Division
Kevin Krishnaratne – Scotiabank Global Banking and Markets, Research Division
Koji Ikeda – BofA Securities, Research Division
Raimo Lenschow – Barclays Bank PLC, Research Division
Richard Tse – National Bank Financial, Inc., Research Division
Thanos Moschopoulos – BMO Capital Markets Equity Research
Tien-Tsin Huang – JPMorgan Chase & Co, Research Division
Timothy Edward Chiodo – UBS Investment Bank, Research Division
Todd Adair Coupland – CIBC Capital Markets, Research Division
Trevor Ellis Williams – Jefferies LLC, Research Division

Operator

Thank you for standing by. My name is Van, and I will be your conference operator today. At this time, I would like to welcome everyone to the Lightspeed First Quarter 2026 Earnings Call. [Operator Instructions]

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

Gus Papageorgiou

Thank you, operator, and good morning, everyone. Welcome to Lightspeed’s Fiscal Q1 2026 Conference Call. Joining me today are Dax Dasilva, Lightspeed’s Founder and CEO; Asha Bakshani, our CFO; and J.D. Saint-Martin, our President. 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 and 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

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