Lightspeed Commerce Inc · TSX:LSPD

Lightspeed Commerce — Investor Day (November 2022)

24 slides from Lightspeed Commerce's investor day presentation, Nov 15, 2022

  1. Slide 1: Payments and Financial Services

    Payments and Financial Services November 15, 2022

  2. Slide 2: Disclaimer

    Disclaimer Cautionary Note Regarding Forward-Looking Information This presentation may include forward-looking information and forward-looking statements within the meaning of applicable securities laws (“forward-looking statements”). Particularly, information regarding Lightspeed’s customers, produ

  3. Slide 3: at 1008 a

    at 1008 a Direct cate Methods Total amount to tender £2100» i S Tipreceived £000» , “ : ©) cash | 3 ait card B change £0.00 © Prin a note e 21.00 mem

  4. Slide 4: Our progress so far— payments

    Our progress so far— payments March 2019, IPO on TSX 1 Today 2 $0 $11.5B GPV 3 (LTM) 4 GPV (LTM) 5 15% 51% Transaction-based revenue Transaction-based revenue as a % of total revenue 4 as a % of total revenue 5 1 As at December 30, 2018. 2 As at September 30, 2022. 3 Key Performance Indicator. See A

  5. Slide 5: How we got here

    How we got here

  6. Slide 6: The merchant world today is overwhelming

    The merchant world today is overwhelming Running a business requires too many touchpoints. Complex Loyalty and Multilocation workflows Compliance Subscriptions Curbside pickup and Delivery Reporting & Order Ahead Payments POS reconciliation Accounting Local payment Capital Ecommerce Supplier methods

  7. Slide 7: Lightspeed seamlessly unifies point solutions

    Lightspeed seamlessly unifies point solutions The one-stop commerce platform for a complex and evolving omnichannel world. Curbside pickup Reporting & Loyalty and Complex POS Compliance Payments and Delivery reconciliation Subscriptions workflows Ecommerce Local payment Supplier Multilocation Accounti

  8. Slide 8: Solving the complexities of payment processing

    Solving the complexities Merchant account of payment processing Onboarding and application flow Network connections Global payments methods PCI compliance Reports Reconciliation Fraud management Merchants Chargeback management Lightspeed Downgrades Refunds in all forms

  9. Slide 9: Powering omnichannel experiences in multiple industries

    Powering omnichannel experiences in multiple industries Retail Hospitality Lightspeed Payments & Financial Services Card Present, Card Not Present, Manual Entry, Curbside, Tipping, Offline, Localized Payments, Wallets, Pay at Table

  10. Slide 10: Tailored for retail and hospitality

    Tailored for retail and hospitality ✔ Contactless Payments ✔ Preauthorization ✔ Countertop terminals ✔ Phone orders ✔ Mobile terminals ✔ Pay at Table ✔ Multiple languages ✔ Online Ordering ✔ Tipping on terminal ✔ Scan to Pay ✔ Bar Tabs ✔ Surcharging

  11. Slide 11: Accepts local payment methods

    Accepts local payment methods

  12. Slide 12: Global platform

    Global platform Hospitality Retail

  13. Slide 13: Why we win

    Why we win 1 Data Simplicity Fully integrated solution reduces need for reconciliation of multiple systems, improves customer facing experience. 3 Value Transparent pricing, no Integration with POS and hidden fees. Access to 2 tokenizing the credit card Capital offering. Merchant allows merchants to

  14. Slide 14: Expansion strategy

    Expansion strategy

  15. Slide 15: Room for growth

    Room for growth **For the three months ended September 30, 2022. This chart outlines information with respect to other selected software as a service providers (the "comparables"). The information relative to the comparables has been obtained or derived from public sources and has not been verified b

  16. Slide 16: How we get there

    How we get there 1 2 Upsell Attract new high GTV customers

  17. Slide 17: Growing GPV—new products, new markets

    Growing GPV—new products, new markets We’re seeing consistent reception as we launch new products and markets. 1 1, 2 1,3 1 A payments location is a Customer Location that attaches our payments solutions alongside its core software subscription 2 New payments locations exclude locations attributable

  18. Slide 18: Lightspeed Capital

    Lightspeed Capital Fueled by Payments Reliable on demand capital Flexible terms Funds to propel growth Cash advance program to Repayment process based on Support for whatever is needed eligible merchants a set percentage of daily sales to grow a customer’s business Easy, fast and simple approval Cos

  19. Slide 19: Capital: solving cash flow problems for merchants

    Capital: solving cash flow problems for merchants Merchant purchases Merchant requests Advance is funded within additional inventory Merchant requests cash advance two business days with funds second cash advance Merchant processing with our payments solutions — eligible for advances through Advance

  20. Slide 20: Lightspeed Capital—a new and growing product

    Lightspeed Capital—a new and growing product We’re just starting to tap into the full potential of Capital. *For the three months ended September 30, 2022. This chart outlines information with respect to other selected software as a service providers (the "comparables"). The information relative to

  21. Slide 21: Opportunity – fully integrated commerce-as-a-service

    Opportunity – fully integrated commerce-as-a-service Capital Instant payout* Lightspeed Capital provides Getting paid in ~30 mins can be a game additional lane of growth changer for SMBs, an already proven concept QR code* Issuing* Alternative option of touch free payments with Delight merchants wit

  22. Slide 22: Thank you

    Thank you OLSTAN ® lightspeed

  23. Slide 23: APPENDIX A

    APPENDIX A

  24. Slide 24: Appendix A – Industry metrics

    Appendix A – Industry metrics “Gross Payment Volume” or “GPV” means the total dollar value of transactions processed, excluding amounts processed through the NuORDER solution, in the period through our payments solutions in respect of which we act as the principal in the arrangement with the custome

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