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Yanxin Wang

Research Analyst at JPMorgan Chase & Co.

Yanxin Wang's questions to Lightspeed Commerce (LSPD) leadership

Question · Q3 2026

Yanxin Wang sought further clarification on Lightspeed's decision to pull forward growth and investments, asking if this incremental spend is driven by current production or reallocation from less productive areas.

Answer

CEO Dax Dasilva clarified that the pull-forward of investments is primarily in retail outbound sales, specifically hiring additional reps into Q4. This decision is driven by strong performance and excitement around the Lightspeed Wholesale New Order pitch in key retail verticals, aiming for a robust start to FY 2027.

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