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VTEX Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0457 |
| EPS Surprise | 52.17% |
| Revenue estimate | 60.654M |
| Revenue actual | 60.7M |
| Revenue Surprise | 0.0765% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.0500 |
| EPS actual | $0.0500 |
| Revenue estimate | 67.977M |
| Revenue actual | 67.954M |
| Revenue Surprise | -0.0331% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0300 |
| Revenue estimate | 67.972M |
| Revenue actual | 59.608M |
| Revenue Surprise | -12.30% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0200 |
| Revenue estimate | 62.236M |
| Revenue actual | 58.79M |
| Revenue Surprise | -5.54% |
Last 4 Quarters for VTEX
Below you can see how VTEX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $5.92 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0200 |
| Date | Price |
|---|---|
| Aug 01, 2025 | $5.79 |
| Aug 04, 2025 | $5.92 |
| Aug 05, 2025 | $5.83 |
| Aug 06, 2025 | $5.91 |
| Aug 07, 2025 | $5.92 |
| Aug 08, 2025 | $4.31 |
| Aug 11, 2025 | $4.19 |
| Aug 12, 2025 | $4.20 |
| Aug 13, 2025 | $4.20 |
| 4 days before | 2.25% |
| 4 days after | -29.05% |
| On release day | -27.20% |
| Change in period | -27.46% |
| Release date | Nov 06, 2025 |
| Price on release | $4.32 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0300 |
| Date | Price |
|---|---|
| Oct 31, 2025 | $4.49 |
| Nov 03, 2025 | $4.38 |
| Nov 04, 2025 | $4.25 |
| Nov 05, 2025 | $4.54 |
| Nov 06, 2025 | $4.32 |
| Nov 07, 2025 | $3.92 |
| Nov 10, 2025 | $4.00 |
| Nov 11, 2025 | $4.09 |
| Nov 12, 2025 | $4.07 |
| 4 days before | -3.79% |
| 4 days after | -5.79% |
| On release day | -9.26% |
| Change in period | -9.35% |
| Release date | Feb 26, 2026 |
| Price on release | $3.07 |
| EPS estimate | $0.0500 |
| EPS actual | $0.0500 |
| Date | Price |
|---|---|
| Feb 20, 2026 | $3.04 |
| Feb 23, 2026 | $2.87 |
| Feb 24, 2026 | $2.98 |
| Feb 25, 2026 | $2.96 |
| Feb 26, 2026 | $3.07 |
| Feb 27, 2026 | $3.43 |
| Mar 02, 2026 | $3.56 |
| Mar 03, 2026 | $3.57 |
| Mar 04, 2026 | $3.63 |
| 4 days before | 0.99% |
| 4 days after | 18.24% |
| On release day | 11.73% |
| Change in period | 19.41% |
| Release date | May 07, 2026 |
| Price on release | $3.97 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0457 |
| EPS surprise | 52.17% |
| Date | Price |
|---|---|
| May 01, 2026 | $3.92 |
| May 04, 2026 | $3.81 |
| May 05, 2026 | $3.84 |
| May 06, 2026 | $3.85 |
| May 07, 2026 | $3.97 |
| May 08, 2026 | $3.74 |
| May 11, 2026 | $3.47 |
| May 12, 2026 | $3.57 |
| May 13, 2026 | $3.42 |
| 4 days before | 1.28% |
| 4 days after | -13.85% |
| On release day | -5.79% |
| Change in period | -12.76% |
VTEX Earnings Call Transcript Summary of Q1 2026
VTEX reported Q1 2026 results broadly in line with guidance, while profitability and cash generation materially improved. GMV was $5.1 billion (up 17% in USD, 7% FX-neutral). Subscription revenue was $60.0 million (up 14% in USD, 4% FX-neutral). Non-GAAP subscription gross margin expanded to 81.5% and total gross margin to 80.0%. Non-GAAP income from operations doubled year-over-year to $10.6 million (17.4% operating margin) and non-GAAP net income rose 51% to $8.1 million. Free cash flow doubled to $13.3 million (21.9% margin). Management repurchased $9.7 million of Class A shares in Q1 under a $50 million program.
Management reiterated a strategic focus on four growth levers: global expansion (U.S. and Europe momentum), B2B, ads (retail media) and AI. They introduced an AI-native product suite centered on the VTEX AI Workspace and agents for catalog, promotions, search and CX, claiming early customer wins and automation benefits (e.g., 91% automation in post-sales interactions for some use cases). Early commercial adoption is limited to early adopters and management says AI monetization approaches are still being developed, but they expect AI to accelerate pipeline and long-term sales.
Near-term growth has moderated—particularly in Brazil—due to macro headwinds (high rates) and promotional marketplace behavior; Q2 subscription revenue guidance is low- to mid-single-digit FX-neutral growth and full-year subscription revenue guidance was lowered to mid-single-digits FX-neutral. Management expects to maintain strong profitability (non-GAAP operating margin and free cash flow margin in the low-20s for the full year) while investing in R&D and AI. They emphasized disciplined expense management, structural margin gains from AI automation, and a long-term conviction in their AI-native, multi-product positioning.
