Lightspeed Commerce Inc · TSX:LSPD
Lightspeed Commerce — Investor Day (November 2022)
16 slides from Lightspeed Commerce's investor day presentation, Nov 15, 2022
Slide 1: Lightspeed Retail CMD breakout
Lightspeed Retail CMD breakout November 15, 2022
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
Slide 3: Lightspeed Retail
Lightspeed Retail Ana Wight General Manager, Retail
Slide 4: About me
About me ● 15+ years TMT ● B2B and B2C ● Corporate, consulting, and start up/scale up environments ● Strategy, finance, operations New Zealand United Kingdom Global Global Auckland London Auckland Auckland
Slide 5: The ideal Lightspeed retailer
The ideal Lightspeed retailer Apparel & Footwear Bikes Pets Sporting goods Health & Beauty Toys & Hobbies Outdoor Gift & Books Jewellery Home & Garden Vape & Smoke Golf ✔ Complex merchants with several thousand SKUs ✔ Omnichannel: physical-first or clicks-to-mortar ✔ Globally consistent needs within
Slide 6: Future: one-stop commerce platform
Future: one-stop commerce platform Merchant Services Commerce platform ● Merchant services Merchandising & Personalization, Digital Channels Distribution ● Supplier services & Marketplace Data Services ● Consumer services Financial ● Financial services Services ● Data services Brand & Supplier Consu
Slide 7: The omnichannel retailer
The omnichannel retailer Trust Optimise Grow Control I need to have complete trust Optimise my inventory I need to acquire, retain and Control what my employees in my system of record strategy (merchandise, grow my customers so that I can access so that I have the (payments, inventory and clearance,
Slide 8: A comprehensive platform for complex retailers
A comprehensive platform for complex retailers Lightspeed Retail Merchant Platform Comprehensive Compelling Embedded Increasing scale backoffice front-of-house financial and growth Optimize + control experience services your business Suppliers Consumers ● Inventory ● Easy to use in-store ● Lightspeed
Slide 9: How we win
How we win 1 Easy to use and learn Easy to build and extend Easy bundling with billing and advanced APIs to allow third party developers to build on the platform. 3 Easy to sell Advanced product Advanced platform leads to functionality, sophisticated 2 lower support requirements, pricing and packagi
Slide 10: Easy to use
Easy to use ✔ Reduced support contact rate ✔ Embedded Financial Services ✔ Self-service upgrades ✔ Ecom set up
Slide 11: Easy to build
Easy to build Design in progress ✔ Microservices with clear integration points ✔ Easy bundling and billing with third-party developers ✔
Slide 12: Easy to sell
Easy to sell ✔ Product functionality ✔ Sophisticated pricing and packaging ✔ New add-ons from existing features in < one day
Slide 13: Confidence in a platform that drives higher ARPU and is more efficient
Confidence in a platform that drives higher ARPU and is more efficient +34% -41% -17% Software Support contacts Platform hosting cost New customer Software per Customer Location per Customer Location ARPU $USD* (Q1 & Q2 average) (Q1 & Q2 average) (Q1 & Q2 average) All figures compare Lightspeed’s new fl
Slide 14: Presence by region
Presence by region EMEA NOAM APAC Allocation of Retail Customer Locations by region as at September 30, 2022
Slide 15: A trillion+ dollar industry is broken... ..until now
1 A trillion+ dollar industry is broken... Some retailers and brands use spreadsheets to compile orders and trade data. Both manually manipulate and enter data into non-integrated systems. This has limited brands’ visibility on retailer performance and stocking needs. Retailers have been hindered to
Slide 16: Thank you
Thank you OLSTAN ® lightspeed