The earnings call highlighted strong performance in AI-driven efficiency gains, global expansion, and strategic partnerships, especially in the U.S. and Europe. However, challenges in Argentina and slower growth in Latin America due to macroeconomic factors present ongoing concerns.

Company Guidance

In the third quarter of 2025, VTEX reported significant progress in its financial metrics and strategic initiatives. The company's non-GAAP subscription gross margins exceeded 80% for the first time, driven by AI-powered support automations. VTEX achieved a 16% non-GAAP operating margin and a non-GAAP net income of $10.6 million, marking a 41% year-over-year growth. The company continues to expand its global footprint, particularly in the U.S. and Europe, with B2B commerce becoming a major growth driver. Additionally, VTEX is leveraging AI to transform its operations and product offerings, contributing to sustainable efficiency gains. Retail media emerged as a key revenue stream, with new initiatives in collaboration with partners like Globo. VTEX's strategy is centered on innovation, execution, and profitable growth, with a continued focus on AI transformation, B2B expansion, and enhancing its commerce platform.

AI-Powered Efficiency Gains

AI-powered support automations have driven non-GAAP subscription gross margins above 80% for the first time, alongside a 16% non-GAAP operating margin, resulting in a 41% growth in non-GAAP net income year-over-year.

Global Expansion and New Wins

VTEX expanded its enterprise footprint in Brazil with wins like H&M, Itau, and Picpay. In other regions, VTEX saw significant go-lives with new customers such as Etihad Arena in the UAE and a leading German home improvement retailer expanding into Austria.

Strong Free Cash Flow

Free cash flow for the quarter was $7.5 million, reaching a free cash flow margin of 13%. VTEX ended the quarter with approximately $200 million in cash, representing about 25% of its market capitalization.

Retail Media and Strategic Partnerships

VTEX's retail media continues to grow, with a new milestone achieved through a partnership with Electrolux and Globo. This move positions VTEX as a central orchestrator of Brazil's first retail media ecosystem at scale.

Continued Growth in U.S. and Europe

The U.S. and EMEA continue to grow roughly twice as fast as the company overall, driven by migration from legacy platforms and a focused go-to-market strategy.

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
Mar 03, 2026	2025 (Q4)	0.06 / -	0.033	―	―	―
Nov 06, 2025	2025 (Q3)	0.03 / 0.06	0.017	235.29% (+0.04)
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)

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
Nov 06, 2025	$4.32	$3.92	-9.26%
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%

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 Mar 03, 2026, After Close (Confirmed).

What is VTEX (VTEX) earnings time?

VTEX (VTEX) earnings time is at Mar 03, 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 2025 (Q4) is 0.06.

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