Lightspeed Commerce首季指引看似疲软,实则掩盖出售Upserve后的增长潜力——市场评论

投资观察
May 22

Lightspeed Commerce 对第一财季的展望“在表面上令市场感到失望”,RBC在一份报告中指出,原因在于市场可能尚未充分消化出售Upserve业务的影响。然而,分析师Daniel Perlin认为,Lightspeed现已做好准备,利用业务组合向增长更快的市场积极转变的契机。这些市场目前贡献了总营收的约75%,且预计到2027财年末可能达到80%左右。他表示,这种转变“应有助于推动全年营收加速增长,因为2027财年的业绩指引侧重于下半财年。”

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