VTEX
VTEX3.8200
+0.0500+1.33%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reaffirms amid AI cycle delays
Q&A largely reaffirmed prepared remarks, with management attributing elongated sales cycles to a market-wide AI wait-and-see effect while stressing stable win rates and mid-single-digit churn. No competitiveness erosion; instead, half of US/EMEA deals now B2B-related, doubling TAM potential. AI drove the full 3pp Q4 subscription gross margin gain via support automation, and Agentic CX delivered 80% customer service cost savings for clients. Analysts pressed on growth levers and geo expansion; responses highlighted functional reorg for AI agility and traffic fragmentation boosting backbones like VTEX. Fundamentals intact. Watch 2026 acceleration.
Key Stats
Market Cap
695.10MP/E (TTM)
54.57Basic EPS (TTM)
0.07Dividend Yield
0%CMRC
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