VTEX

VTEX

Market cap $609M

VTEX (VTEX) Q4 2025 Earnings Call Transcript

VTEX (VTEX) came out with quarterly earnings of $0.05 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.03 per share a year ago.

NEW YORK--(BUSINESS WIRE)--VTEX (NYSE: VTEX), the backbone for connected commerce, announces that the Company's annual report on Form 20-F for the year ended December 31, 2025 was filed with the U.S. Securities and Exchange Commission - SEC (www.sec.gov/edgar/) on February 26, 2026 and is available on the Company's website (/www.investors.vtex.com/) and also on the Company's page on SEC's database (www.sec.gov/edgar/browse/?CIK=1793663&owner=exclude). Class A common shareholders may receive.

NEW YORK--(BUSINESS WIRE)--VTEX (NYSE: VTEX), the backbone for connected commerce, today announced results for the fourth quarter and fiscal year 2025 ended December 31, 2025. VTEX results have been prepared in accordance with accounting principles generally accepted in the United States of America (“U.S. GAAP”) as well as the rules and regulations of the Securities and Exchange Commission (“SEC”) regarding financial reporting. Geraldo Thomaz Jr., founder and co-CEO of VTEX, commented, “2025 ma.

NEW YORK--(BUSINESS WIRE)--VTEX (NYSE: VTEX), the backbone for connected commerce, will release the financial results for its fourth fiscal quarter and fiscal year ended December 31st, 2025, via conference call and audio webcast, on February 26th, 2026, at 4:30 pm Eastern Time. The conference call may be accessed by dialing +1-800-715-9871 (Conference ID –3544576–) and requesting inclusion in the call for VTEX. The live conference call can be accessed via audio webcast at the investor relations.

VTEX (VTEX), a Brazilian e-commerce platform, offers compelling value after a 40% share price decline and remains a Buy amid macro headwinds. VTEX combines blue-chip customers, international expansion, disciplined opex, and positive FCF margins, despite recent deceleration in revenue and GMV growth. Q3 results showed 6% y/y revenue growth and 13% y/y GMV growth, with guidance trimmed to 9.3–10.7% FX-neutral growth for the year.

NEW YORK--(BUSINESS WIRE)--VTEX (NYSE: VTEX), the backbone for connected commerce, announced today that VTEX customers reached a GMV of US$1.0 billion over Black Friday-Cyber Monday week1. Compared to 2024, orders increased 10.2% and GMV grew 8.1% in FX-neutral and 18.2% in USD, reflecting the positive impact of foreign exchange dynamics. This year, across the 43 countries where VTEX operates, the top-performing verticals were Apparel & Accessories, Beauty & Health, and Home, Furniture.

VTEX ( VTEX ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Julia Fernandez - Vice President of Investor Relations Geraldo do Carmo Thomaz - Co-founder, Co-CEO, Co-Chairman & Chief Technology Officer Ricardo Sodre - Chief Financial Officer Mariano Gomide de Faria - Co-founder, Co-CEO & Co-Chairman Conference Call Participants Marcelo Santos - JPMorgan Chase & Co, Research Division Maria Infantozzi - Itaú Corretora de Valores S.A., Research Division Vitor Tomita - Goldman Sachs Group, Inc., Research Division Cesar Davanco - Santander Investment Securities Inc., Research Division Lucca Brendim - BofA Securities, Research Division Madison Schrage - KeyBanc Capital Markets Inc., Research Division Gustavo Farias - UBS Investment Bank, Research Division Presentation Julia Fernandez Vice President of Investor Relations Hello, everyone, and welcome to VTEX's Earnings Conference Call for the Third Quarter of 2025.

VTEX (VTEX) came out with quarterly earnings of $0.03 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.02 per share a year ago.

NEW YORK--(BUSINESS WIRE)--VTEX (NYSE: VTEX), the backbone for connected commerce, today announced results for the third quarter of 2025 ended September 30, 2025. VTEX results have been prepared in accordance with accounting principles generally accepted in the United States of America (“U.S. GAAP”) as well as the rules and regulations of the Securities and Exchange Commission (“SEC”) regarding financial reporting. Geraldo Thomaz Jr., founder and co-CEO of VTEX, commented, “Over the past decade.