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VTEX (VTEX)
NYSE:VTEX
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.02Last Year’s EPS
0.03Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: 6.36%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call reflected strong financial performance with significant growth in subscription revenue, gross profit, and non-GAAP operating income. Successful customer acquisitions and strategic initiatives in retail media were also highlighted. However, macroeconomic volatility and increased R&D expenses presented challenges.Company Guidance
In the first quarter of 2025, VTEX reported strong financial performance, with a significant focus on subscription revenue and profitability. Subscription revenue grew by 15% on an FX-neutral basis, reaching $52.6 million, while gross profit increased by 22% to $41 million, resulting in a gross margin expansion of 3.7 percentage points year-over-year. The company's non-GAAP operating income saw an 85% increase, reaching $5.3 million, accompanied by a margin increase of 4.3 percentage points. Additionally, VTEX generated a robust free cash flow of $6.6 million. The company also highlighted its strategic expansion efforts, including new customer acquisitions across various countries and advancements in its retail media strategy, which now includes over 400 advertisers. VTEX's guidance for the second quarter projects FX-neutral subscription revenue growth of 12.5% to 15.5%, with full-year 2025 growth expected to be between 14% and 17%.Strong Subscription Revenue Growth
Subscription revenue grew 15% FX Neutral in Q1 2025, with a notable increase in enterprise customer growth and platform expansion.
Gross Profit and Margin Expansion
Gross profit reached $41 million, a 22% growth FX Neutral, with a 3.7 percentage points margin increase year-over-year.
Non-GAAP Operating Income and Free Cash Flow
Non-GAAP operating income increased to $5.3 million, an 85% growth and 4.3 percentage points margin increase year-over-year, supported by a free cash flow generation of $6.6 million.
Successful New Customer Launches
New customer launches included Magazzino and LG in Argentina, Americanas in Brazil, and others, expanding VTEX's global presence.
Recognition in Gartner Report
VTEX was recognized as a customer choice in the 2025 Gartner Voice of Customers for Digital Commerce report for the second year in a row.
Retail Media Strategy and Acquisition
The acquisition of Newtail enhanced VTEX's retail media strategy, adding over 400 advertisers and positioning VTEX as a leader in retail media.
Significant Customer Success Stories
Notable digital transformations with Americanas, J.W. Pepper, and Nestle, showcasing VTEX's ability to deliver impactful solutions.
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VTEX 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
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VTEX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| Aug 06, 2024 | $6.02 | $6.85 | +13.79% |
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.
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FAQ
When does VTEX (VTEX) report earnings?
VTEX (VTEX) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is VTEX (VTEX) earnings time?
VTEX (VTEX) earnings time is at Aug 12, 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 VTEX EPS forecast?
VTEX EPS forecast for the fiscal quarter 2025 (Q2) is 0.02.
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