The earnings call presented a mixed outlook for Zenvia. While strong revenue growth and successful cost management efforts were notable, the company faced significant margin pressure and transition challenges in its core CPaaS and SaaS businesses. The franchise model and LatAm expansion showed promise, but the decline in adjusted gross profit and one-time severance costs highlighted ongoing challenges.

Company Guidance -

Q2 2025

During Zenvia's Q1 2025 Earnings Conference Call, CFO Shay Chor highlighted several key financial metrics and trends. The company reported a strong 39% year-over-year growth in total revenues, nearly reaching BRL 300 million, largely driven by a 58% increase in CPaaS revenue, which now constitutes 73% of total revenues. Despite this top-line growth, adjusted gross profit fell by 21% to BRL 74 million, and the gross margin decreased by 25% due to a higher CPaaS mix with lower margins and increased SMS costs. In contrast, SaaS revenue grew by 5%, making up 27% of revenues, driven by SMB customers. The company also managed to reduce G&A expenses by 24%, resulting in normalized EBITDA of BRL 20 million. Zenvia incurred BRL 8 million in one-time severance costs following a workforce reduction, expected to yield annual savings of BRL 30-35 million. Looking ahead, the company anticipates continued growth, particularly in its Zenvia Customer Cloud offering, with plans to expand in Latin America and leverage AI to enhance operations and client services.

Strong Revenue Growth

In Q1 2025, Zenvia recorded a strong top-line growth of 39%, reaching nearly BRL 300 million, primarily driven by the CPaaS segment.

Decreased G&A Expenses

General and administrative expenses decreased by 24% year-over-year to BRL 24 million, bringing G&A as a percentage of revenues down to 8% from 14.7% a year ago.

Positive EBITDA Minus CapEx

EBITDA minus CapEx recorded a positive BRL 10 million inflow in the quarter, with expectations of continued faster EBITDA growth compared to CapEx.

Franchise Model Success

Zenvia launched a franchise model in Q1 and reached over 30 franchises, achieving their goal for the year within the first half.

Successful LatAm Expansion

Revenues from Latin America are estimated to be BRL 50 million in 2025, indicating more than 50% growth compared to 2024.

Zenvia (ZENV) 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 >

ZENV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 19, 2025	2025 (Q2)	- / -	-0.057	―	―	―
Jul 02, 2025	2025 (Q1)	- / -	-0.057	―
May 16, 2025	2024 (Q4)	-0.02 / 0.01	-0.223	105.38% (+0.24)
Nov 19, 2024	2024 (Q3)	<0.01 / 0.18	-0.057	421.05% (+0.24)
Sep 05, 2024	2024 (Q2)	- / -	-0.068	―
Jul 15, 2024	2024 (Q1)	-0.01 / -0.06	-0.013	-355.88% (-0.04)	―	―
May 13, 2024	2023 (Q4)	<0.01 / -0.22	-0.017	-1211.76% (-0.21)
Nov 16, 2023	2023 (Q3)	- / -0.06	-0.673	91.53% (+0.62)
Aug 16, 2023	2023 (Q2)	-0.03 / -0.07	-0.51	86.67% (+0.44)
May 17, 2023	2023 (Q1)	- / -	-0.064	―

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
Aug 19, 2025	$1.60	$1.50	-6.25%
Jul 02, 2025	$1.51	$1.49	-1.32%
May 16, 2025	$1.85	$1.35	-27.03%
Nov 19, 2024	$1.16	$1.23	+6.03%

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 (ZENV) report earnings?

Zenvia (ZENV) is schdueled to report earning on Aug 19, 2025, After Close (Confirmed).

What is Zenvia (ZENV) earnings time?

Zenvia (ZENV) earnings time is at Aug 19, 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 ZENV EPS forecast?

Currently, no data Available

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