Lightspeed Commerce Inc. introduced Lightspeed AI, a conversational intelligence layer that lets merchants ask natural‑language questions across its Retail, Restaurant, and NuORDER platforms and receive instant, contextual answers. The feature supports queries such as “What were my best‑selling items last weekend?” and delivers insights without navigating complex dashboards, thereby lowering the barrier to data‑driven decision‑making for small‑to‑mid‑size merchants.
The new layer is embedded throughout Lightspeed’s ecosystem. In Retail and Restaurant, chat‑based assistants surface sales, inventory, and customer‑behavior data in real time. In wholesale, NuORDER buyers can query product, category, and financial metrics directly inside the assortment builder, enabling faster trade‑order decisions. A one‑click product photo‑enhancement tool is also part of the rollout, allowing merchants to generate high‑quality listings without external design resources.
Lightspeed views the AI launch as the next evolution of its platform, aiming to deepen customer lock‑in and accelerate adoption of higher‑margin services such as advanced analytics, automated catalog creation, and AI‑generated e‑commerce storefronts. The company expects the new capabilities to drive incremental revenue and margin expansion by converting data insights into actionable automation, while also creating new subscription‑based revenue streams tied to AI usage.
Financially, Lightspeed reported Q2 2026 revenue of $319 million, up 15% year‑over‑year, and a net loss of $32.7 million ($0.24 per share). The loss widened from $29.7 million in the prior year’s Q2, reflecting continued investment in product development and AI initiatives. The company’s guidance for Q3 2026 remains $309–$312 million, indicating a slight moderation in growth expectations amid a competitive market for POS and commerce platforms.
Founder and CEO Dax Dasilva said, “With AI woven throughout our products, we’re giving business owners the clarity, speed and confidence they need to focus on what matters most: creating extraordinary experiences for their customers.” He added that Lightspeed AI is the foundation for a future where AI not only surfaces data but also recommends next steps and automates routine tasks, underscoring the company’s commitment to innovation and customer success.
The launch places Lightspeed alongside competitors such as Toast Inc., which has also been enhancing its AI assistant, and other POS and commerce platform vendors that are integrating AI to improve operational efficiency and customer engagement. While the immediate financial impact of the AI layer is not disclosed, the strategic focus on AI is expected to generate new revenue streams and improve platform stickiness in North America’s retail and Europe’s hospitality markets.
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