VTEX CL.A DL-,0001

VTEX reported Q2 with GMV up 18% to $5.7 billion while subscription revenue rose 11% in dollars but only 1.3% on an FX‑neutral basis amid weaker consumption in Brazil and Argentina. Management lowered full-year and near‑term FX‑neutral subscription growth guidance to low single digits, citing a faster‑than‑expected shift toward larger enterprise accounts and softer retail demand. Profitability improved materially: non‑GAAP operating income rose 62% to $13.8 million and free cash flow increased 79% to $12.7 million, supported by AI automation, cost discipline and greater partner-led implementations. VTEX said its growth initiatives—global expansion, B2B, advertising and AI—grew about 20% and now account for roughly 18% of subscription revenue, while the company continues investing to convert these into sustained revenue growth. » More on finance.yahoo.com

At "VTEX Vision 2026" VTEX unveiled an AI-native commerce suite that provides autonomous agents for commerce, CX and B2B quoting processes. New features include the VTEX AI Workspace, an AI Personal Shopper for conversational recommendations, AI Quotation for quote generation, an AI toolkit and integration with Google's Universal Commerce Protocol. The platform promises AI-driven automation rates above 91%, supports voice and WhatsApp commerce, and aims to turn operational complexity into measurable growth. VTEX serves 2,200 customers, runs 3,100 stores in 44 countries and, according to InvestingPro, shows high gross margins and recent profitability. » More on de.investing.com

Vtex reported Q4 2025 results with a record gross margin of 79.6% and non-GAAP operating margin of 23.8%, delivering $66.7 million in subscription revenue. The company implemented a late-year reorganization, cutting about 100 roles and centralizing global operations to boost efficiency and AI adoption. Vtex plans to grow via global expansion, B2B commerce, retail media and AI-first products; outside Latin America revenue rose 22% in 2025 and its Vtex Ads product moved from pilot to a core growth driver. The number of customers generating over $250,000 ARR reached 158. » More on finance.yahoo.com