The earnings call highlighted strong growth in revenue, fintech services, and advertising, with successful strategic initiatives in Brazil and Mexico. However, increased marketing expenses and concerns about credit quality, particularly in Argentina, present notable challenges.

Company Guidance -

Q3 2025

During the Q2 2025 earnings call, MercadoLibre reported impressive financial performance with a 30% year-over-year revenue growth and record income from operations at $825 million. The company emphasized its strategic initiatives, such as lowering the free shipping threshold in Brazil for the third time in five years, which significantly contributed to increased user engagement and accelerated GMV growth. Mexico also stood out, with GMV growth and items sold rising sharply. Advertising revenue saw a 38% year-on-year increase, bolstered by a new integration with Google Manager. In fintech, Mercado Pago's monthly active users reached 68 million, and the credit portfolio expanded by 91% year-on-year to $9.3 billion. The company achieved notable improvements in credit quality, with 50 to 90 days NPLs falling below 7%. MercadoLibre's disciplined investments continue to drive engagement and strengthen its platform's long-term potential.

Record Income from Operations

MercadoLibre delivered record income from operations of $825 million for Q2 2025, reflecting strong financial performance with revenues growing over 30% year-on-year.

Significant Growth in FinTech Services

Monthly active users of Mercado Pago reached 68 million, and assets under management more than doubled year-on-year. The credit portfolio grew by 91% year-on-year, surpassing $9.3 billion.

Advertising Revenue Surge

Advertising revenue grew 38% year-on-year, with significant growth in display and video ads, and the integration with Google Manager marking an important milestone.

Strong Performance in Mexico

Mexico saw sharp GMV growth and the number of items sold increased at the fastest pace in almost two years, driven by strong performance across both 1P and cross-border businesses.

Positive Effects of Shipping Strategy in Brazil

Lowering the free shipping threshold in Brazil resulted in accelerated GMV growth and increased engagement among existing buyers.

Mercadolibre (GB:0K0E) Earnings, Revenues Date & History

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GB:0K0E Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	10.75 / -	7.83	―	―	―
Aug 04, 2025	2025 (Q2)	11.93 / 10.31	10.48	-1.62% (-0.17)
May 07, 2025	2025 (Q1)	8.28 / 9.74	6.78	43.66% (+2.96)
Feb 20, 2025	2024 (Q4)	7.90 / 12.60	3.25	287.69% (+9.35)
Nov 06, 2024	2024 (Q3)	9.85 / 7.83	7.16	9.36% (+0.67)
Aug 01, 2024	2024 (Q2)	8.53 / 10.48	5.16	103.10% (+5.32)
May 02, 2024	2024 (Q1)	6.10 / 6.78	3.97	70.78% (+2.81)
Feb 22, 2024	2023 (Q4)	7.09 / 3.25	3.25	0.00% (0.00)
Nov 01, 2023	2023 (Q3)	5.79 / 7.16	2.56	179.69% (+4.60)
Aug 02, 2023	2023 (Q2)	4.34 / 5.16	2.43	112.35% (+2.73)

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.

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Missed

GB:0K0E Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$2401.33	$2470.25	+2.87%
May 07, 2025	$2252.00	$2415.50	+7.26%
Feb 20, 2025	$2071.98	$2097.92	+1.25%
Nov 06, 2024	$2104.42	$1758.56	-16.43%

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.