Lightspeed (LSPD) ran 16% on its Q2 results, which beat on revenue thanks to ~2K net new customer locations in its core markets.

The top-line growth flowed through to margins, driving earnings well above expectations…

… with the help of AI - which the company is using to drive internal efficiency.

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… AI now resolves over 80% of inbound chat interactions on our flagships. This has allowed us to significantly reduce headcount in support, which is showing up in our expanded gross margins in software.

Asha Bakshani (CFO) - LSPD Q2’26 call

While still early in the turnaround, there’s room higher if LSPD can keep up the momentum it’s built in the past two quarters.

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