Lightspeed Results Presentation Deck
Shifting sales mix and expanding ARPU
Global Footprint (¹)
10
63%
49%
37%
51%
Retail
Hospitality
Europe/ROW
North America
~$337
Q2'23
ARPU (2)
~$425
26%
y/y
Q2'24
Subscription
Transaction-based
Focus on higher GTV customers drives
ARPU growth
ARPU growth driven by customer adoption
of additional solutions and modules
ARPU expansion improves revenue growth
(1) Customer Location industry and geographic distribution is approximate as at September 30, 2023 and excluding the Customer Locations attributable to the Ecwid eCommerce standalone product.
(2) ARPU excludes Customer Locations attributable to the Ecwid eCommerce standalone product, which generally carry a lower ARPU.
55%
4%
Q2'23
Sales Mix
41%
60%
Subscription revenue
Transaction-based revenue
Hardware and other revenue
5%
Q2'24
35%View entire presentation