The earnings call reflects a strong performance in global expansion and operational profitability despite market challenges in Argentina and Brazil. The company has shown resilience and adaptability, with successful customer implementations and strategic initiatives in B2B commerce and retail media. However, the revision of subscription revenue guidance and market reversals in Argentina pose challenges.

Company Guidance -

Q3 2025

During the call, VTEX provided guidance reflecting a resilient performance despite challenging market conditions. The company raised its non-GAAP income from operations and free cash flow guidance by over 10%, highlighting operational profitability. Subscription revenue reached $57.2 million, marking an 11% year-over-year increase on an FX-neutral basis. However, results were impacted by a reversal of recovery in Argentina and a mix shift in Brazil, where larger customers with lower implied take rates demonstrated resilience. VTEX achieved a gross profit of $45.3 million, up 15.2% FX-neutral, with a non-GAAP income from operations increasing by 46% FX-neutral to $8.5 million, representing a 14.4% margin. The company also noted strong global expansion, especially in the U.S. and Europe, where growth was twice as fast as the overall company. Looking ahead, VTEX anticipates FX-neutral subscription revenue growth of 9% to 12% for the full year 2025, with a focus on innovation and strategic initiatives like B2B commerce and retail media to drive long-term growth.

Resilient Operational Profitability

VTEX raised its non-GAAP income from operations and free cash flow guidance by over 10%, despite challenging market conditions.

Global Expansion Success

The U.S. and Europe markets grew twice as fast as the overall company, highlighting successful global expansion efforts.

Subscription Revenue Growth

Subscription revenue reached $57.2 million, marking an 11% year-over-year increase on an FX-neutral basis.

Gross Margin Improvement

Gross profit increased by 15.2% FX-neutral, with a 3.5 percentage points margin increase year-over-year.

Introduction of VTEX Vision

VTEX Vision launched to provide visibility into the product roadmap, aligning innovations with customers' needs.

B2B Commerce Expansion

VTEX introduced a re-architected B2B buyer portal, enhancing purchasing processes for large organizations.

Retail Media Advancements

VTEX Ads positioned as a monetization engine, with a strategic partnership with Globo for high-impact campaigns.

Strong Financial Discipline

VTEX maintained a 14% non-GAAP operating margin, with significant improvements in customer support efficiency.

Successful Customer Implementations

New customers launched, including KitchenAid in the U.S. and Delta House in Portugal, showcasing platform flexibility.

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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