VTEX (VTEX)
NYSE:VTEX
Want to see VTEX full AI Analyst Report?
Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced strong operational and financial improvements—particularly margin expansion, doubling of operating income and free cash flow, and meaningful AI product launches—with clear near-term growth headwinds concentrated in Brazil, elongating sales cycles, and early-stage AI monetization. Management emphasized disciplined execution, profitability focus, and confidence in long-term structural opportunities (AI, B2B, global expansion and ads), while lowering near-term revenue guidance to reflect current macro and market conditions.Company Guidance
GMV and Subscription Revenue Growth
Gross Merchandise Volume (GMV) reached $5.1 billion, up 17% in U.S. dollars and 7% FX-neutral. Subscription revenue was $60.0 million versus $52.6 million in Q1 2025, an increase of 14% in U.S. dollars and 4% FX-neutral.
Material Margin Expansion
Non-GAAP subscription gross margin expanded to 81.5%, up 240 basis points year over year. Total gross margin, including services, reached 80%, up 400 basis points year over year.
Operating Profitability Improvement
Non-GAAP income from operations was $10.6 million, doubling from $5.3 million in Q1 2025. Non-GAAP operating margin improved to 17.4%, a 770 basis point year-over-year increase.
Strong Earnings and Cash Generation
Non-GAAP net income was $8.1 million, up 51% year over year. Free cash flow doubled year over year to $13.3 million, delivering a free cash flow margin of 21.9%.
AI-Native Product Launches and Early Customer Traction
Launched Vtex AI Workspace and an AI-native commerce suite across Commerce, CX, and Ads platforms, plus the Vtex AI Developer Kit and Google Universal Commerce integrations. Early adopters include Whirlpool, TheCapsule, Mobly, and Casa do Vidro. Reported outcomes: Whirlpool compressed two days of manual work into minutes and improved conversion; autonomous post-sales agents achieved ~91% automation.
B2B and Global Market Momentum
B2B grew roughly in the '20 handle' in Q1 and global markets (U.S. and Europe) grew in the '20 handle' in Q1, contributing disproportionately to overall growth. Several new customers went live (Central Gana, Amadin Paraíba, L’unelli, VPCL, HomeSentry, Omicás) and expansions with Whirlpool, Electrolux and Dafiti.
Disciplined Capital Allocation
Repurchased 2.5 million Class A shares at an average price of $3.86 for $9.7 million under a $50 million 12-month repurchase program; maintained a strong balance sheet while funding R&D and share buybacks.
VTEX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VTEX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $3.97 | ― | ― |
Feb 26, 2026 | $3.07 | $3.43 | +11.73% |
Nov 06, 2025 | $4.32 | $3.92 | -9.26% |
Jul 31, 2025 | $5.97 | $5.79 | -3.02% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does VTEX (VTEX) report earnings?
VTEX (VTEX) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is VTEX (VTEX) earnings time?
VTEX (VTEX) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VTEX EPS forecast?
VTEX EPS forecast for the fiscal quarter 2026 (Q2) is 0.04.