{ "docId": "019de517-5edd-7108-9620-322f6a6649e0", "docSlug": "4e5c2cc5619106c2957d2f0aa69e49e2", "documentTitle": "Lightspeed | Results Presentation Deck | 20 slides", "authorId": "lightspeed", "authorName": "Lightspeed", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-11-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 3, "pageCount": 20, "prevPage": 2, "nextPage": 4, "slideType": "kpi_overview", "function": "summarize", "density": "overcrowded", "nDataPoints": 8, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de517-5edd-7108-9620-322f6a6649e0/3", "deckHref": "/decks/019de517-5edd-7108-9620-322f6a6649e0", "deckJsonHref": "/decks/019de517-5edd-7108-9620-322f6a6649e0.json", "deckAnchorHref": "/decks/019de517-5edd-7108-9620-322f6a6649e0#slide-3", "components": [ { "bbox": { "h": 0.29, "w": 0.21, "x": 0.27, "y": 0.51 }, "kind": "metric", "text": "59% growth Gross Payment Volume", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "088b8fa2-6e05-4353-9435-95d35b228afc", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.29, "w": 0.21, "x": 0.731, "y": 0.51 }, "kind": "metric", "text": "8% growth 500k+ GTV Customer Locations", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1f64df58-266b-46c7-94ea-f558edc07336", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.29, "w": 0.21, "x": 0.27, "y": 0.18 }, "kind": "metric", "text": "$5.9 billion Q2'24 Gross Payment Volume (\"GPV\")", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2428ab78-ce72-47bd-82b0-ccbd6d9c3cb0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.29, "w": 0.21, "x": 0.731, "y": 0.18 }, "kind": "metric", "text": "$23.5 billion Q2'24 Gross Transaction Volume (\"GTV\")", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "25f89963-72d9-454a-8a4b-d86b545ced65", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.29, "w": 0.21, "x": 0.501, "y": 0.18 }, "kind": "metric", "text": "26% growth in ARPU YoY to ~$425 (Excluding Ecwid)", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "30169d87-d5fa-4575-9b72-b7a3f36db8ec", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.29, "w": 0.21, "x": 0.04, "y": 0.18 }, "kind": "metric", "text": "$230.3 million Q2'24 revenue", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "33011018-e320-42ae-b683-62392a89bbd6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.29, "w": 0.21, "x": 0.501, "y": 0.51 }, "kind": "metric", "text": "95% recurring or reoccurring subscription and transaction-based revenue (Q2'24)", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "764684f3-c632-4ce9-babf-b4486d39804b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.29, "w": 0.21, "x": 0.04, "y": 0.51 }, "kind": "metric", "text": "25% growth in revenue YoY", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d8cd43b6-8fde-45c4-9144-b57adffd792a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.11, "w": 0.92, "x": 0.04, "y": 0.85 }, "kind": "source-note", "text": "(1) Key Performance Indicator. See Appendix A.\n(2) As at September 30, 2023 vs as at September 30, 2022.\n(3) As at September 30, 2023.\n(4) Excluding Ecwid means excluding Customer Locations attributable to the Ecwid eCommerce standalone product.\n(5) GTV does not represent revenue generated by Lightspeed.\n(6) Three months ended September 30, 2023 vs September 30, 2022.\n(7) Excluding Customer Locations and GTV attributable to the Ecwid eCommerce standalone product, Lightspeed Golf and NuORDER by Lightspeed product. A Customer Location's GTV per year is calculated by annualizing the GTV for the months in which the Customer Location is actively processing in the last twelve months.", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4f002064-a2a0-4d59-8002-68c9c8e03c92", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.029, "w": 0.33, "x": 0.039, "y": 0.06 }, "kind": "title", "text": "At-a-glance - Q2'2024", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ba0fa6fa-3723-47b5-ba3a-5d0d2618d908", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "from": 1, "beatId": "aec64887-ddaa-437b-af84-24d7f7549c4f", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Attention", "beatSlug": "monroes-sequence-attention", "evidence": "The cover and key takeaways slides grab attention", "position": 0, "confidence": 0.8, "parentBeatName": "Hook", "parentBeatSlug": "hook" } ], "loops": [ { "to": 5, "from": 3, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "f2b206b0-2760-49a1-8b44-69d2c520fb24", "evidence": "The at-a-glance and quarterly results slides form a logic chain", "position": 0, "objective": "Understand Q2 FY2024 results", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }