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Zenvia, Inc. Class A (ZENV)
:ZENV
Earnings Data
Report Date
Jul 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.31Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 16, 2025
|% Change Since: -16.76%
|Next Earnings Date:Jul 01, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong growth prospects for Zenvia Customer Cloud and successful cost management, but significant challenges in Q4 profitability and an EBITDA shortfall cannot be overlooked. The strategic focus on AI, international expansion, and cost efficiency positions the company well for future growth.Company Guidance
During the Zenvia Q4 2024 earnings call, the company emphasized the strategic shift towards the Zenvia Customer Cloud, which generated around BRL180 million in revenue for the year with projections of 25% to 30% growth in 2025. The platform, incorporating AI and robust data analytics, has been adopted by nearly 6,000 companies, with a 20% international clientele mainly from Mexico and Argentina. Despite a challenging Q4 that affected profitability, Zenvia's revenues reached BRL231 million, marking a 7% year-over-year increase. The adjusted gross profit was BRL49 million, but margins were impacted by a BRL27.8 million SMS cost adjustment. The company is focusing on organic growth and operational efficiency, aiming to achieve a gross margin of 68% to 70% for Zenvia Customer Cloud in 2025. Furthermore, Zenvia is transitioning to a volume-based pricing model to enhance revenue generation and streamline customer interactions.Launch of Zenvia Customer Cloud
Zenvia Customer Cloud was launched in October 2024 and generated BRL180 million in revenue for the year, with nearly 6,000 companies using the platform. It is expected to grow by 25% to 30% in 2025 with a gross margin of 68% to 70%.
International Expansion Success
International operations, particularly in Argentina and Mexico, are performing well, contributing to the success of Zenvia Customer Cloud, and validating the company's strategy.
Cost Management and G&A Reduction
G&A expenses were reduced by 760 basis points over two years, from 23% of revenue in 2022 to 12% in 2024, thanks to streamlining efforts and AI integration.
Positive EBITDA Minus CapEx Trend
EBITDA minus CapEx improved by BRL26 million year-over-year in 2024, reflecting operational efficiency and positioning the company for future growth.
ZENV 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
ZENV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 16, 2025 | $1.85 | $1.35 | -27.03% |
Nov 19, 2024 | $1.16 | $1.23 | +6.03% |
Sep 05, 2024 | $1.65 | $1.61 | -2.42% |
Jul 15, 2024 | $2.28 | $1.60 | -29.82% |
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 Zenvia, Inc. Class A (ZENV) report earnings?
Zenvia, Inc. Class A (ZENV) is schdueled to report earning on Jul 01, 2025, TBA Not Confirmed.
What is Zenvia, Inc. Class A (ZENV) earnings time?
Zenvia, Inc. Class A (ZENV) earnings time is at Jul 01, 2025, TBA Not 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 ZENV EPS forecast?
Currently, no data Available