The earnings call reflects a resilient performance with significant achievements in global expansion and operational efficiency. Despite challenges in Argentina and market dynamics in Brazil, VTEX demonstrates strong financial discipline and profitability, underpinned by strategic initiatives in B2B commerce and retail media.

Company Guidance

During the VTEX earnings call for Q2 2025, the company raised its guidance for non-GAAP income from operations and free cash flow by over 10%, despite a challenging market environment in Brazil and Argentina. Subscription revenue reached $57.2 million, representing an 11% increase year-over-year on an FX-neutral basis, although it was below guidance on an FX-neutral basis. Gross profit was $45.3 million, up 15.2% on an FX-neutral basis, with a 3.5 percentage point margin increase year-over-year. The company reported a non-GAAP income from operations of $8.5 million, marking a 46% increase on an FX-neutral basis and a 14.4% margin. VTEX's GMV reached $4.8 billion, growing 9% year-over-year in U.S. dollars and 14% on an FX-neutral basis. Despite macroeconomic challenges, VTEX emphasized its resilient business model, operational leverage, and successful global expansion, particularly in the U.S. and Europe, where growth was twice as fast as the overall company.

Global Expansion Success

VTEX expanded its partnership with Whirlpool in the U.S. for the launch of the KitchenAid website and added new enterprise customers in the U.S. and Europe, with these markets growing twice as fast as the overall company.

Strong Financial Performance

Non-GAAP income from operations increased by 46% in FX neutral to $8.5 million, representing a 14.4% margin and a 3.3% point margin increase year-over-year.

Subscription Revenue Growth

Subscription revenue reached $57.2 million, representing an 11% year-over-year increase in FX neutral.

Operational and Gross Margin Improvements

Gross profit reached $45.3 million, up 15.2% in FX neutral, with non-GAAP subscription gross margin reaching 80% in Q2 2025, up 180 basis points year-over-year.

Innovation and Strategic Initiatives

Investments in B2B commerce, retail media, and AI-powered solutions are unlocking new revenue streams and reinforcing VTEX's position in the market.

VTEX (VTEX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

VTEX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.03 / -	0.017	―	―	―
Jul 31, 2025	2025 (Q2)	0.03 / 0.04	0.026	61.54% (+0.02)	―	―
May 06, 2025	2025 (Q1)	>-0.01 / <0.01	-0.013	138.46% (+0.02)
Feb 25, 2025	2024 (Q4)	0.04 / 0.03	0.016	106.25% (+0.02)
Nov 05, 2024	2024 (Q3)	0.02 / 0.02	-0.013	230.77% (+0.03)
Aug 06, 2024	2024 (Q2)	0.02 / 0.03	-0.035	174.29% (+0.06)
May 07, 2024	2024 (Q1)	>-0.01 / -0.01	-0.042	69.05% (+0.03)
Feb 27, 2024	2023 (Q4)	<0.01 / 0.02	-0.002	900.00% (+0.02)
Nov 07, 2023	2023 (Q3)	-0.02 / -0.01	-0.06	78.33% (+0.05)
Aug 08, 2023	2023 (Q2)	-0.02 / -0.04	-0.112	68.75% (+0.08)

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
Jul 31, 2025	$5.97	$5.79	-3.02%
May 06, 2025	$5.50	$5.85	+6.36%
Feb 25, 2025	$5.99	$4.71	-21.37%
Nov 05, 2024	$6.89	$6.72	-2.47%

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 Nov 11, 2025, After Close (Confirmed).

What is VTEX (VTEX) earnings time?

VTEX (VTEX) earnings time is at Nov 11, 2025, 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 2025 (Q3) is 0.03.

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