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Company Targets Revenue Growth for Q2 2026
The company states: For the second quarter of 2026, we are targeting: Subscription revenue to grow at a low-to-mid single digit percentage rate on an FX-neutral year-over-year basis; Gross profit to grow at a mid-single digit percentage rate on an FX-neutral year-over-year basis; Non-GAAP income from operations to be in the high-teens to low-twenties percentage margin; and Free cash flow to be in the high-teens to low-twenties percentage margin. For the full year 2026, we are now targeting: Subscription revenue to grow at a mid-single digit percentage rate on an FX-neutral year-over-year basis; Gross profit to grow at a high-single digit percentage rate on an FX-neutral year-over-year basis; Non-GAAP income from operations to be in the low-twenties percentage margin; and Free cash flow to be in the low-twenties percentage margin."
VTEX Q1 Revenue at $60.7M, Below Consensus
Reports Q1 revenue $60.7M, consensus $60.9M. Geraldo Thomaz Jr., founder and co-CEO of VTEX, commented, "We have embedded AI at the core of VTEX, evolving the platform into the first AI-native commerce suite, one that delivers simplicity, ease of use, and most importantly, tangible and measurable business outcomes for our customers. This is AI with real impact. Leveraging our multi-tenant, cloud-native architecture, our AI-native product suite extends across Commerce, CX, and Ads in ways that improve how brands and retailers operate and grow, while opening new opportunities for VTEX over time. We are executing this strategy with discipline, supported by a solid operating model, as demonstrated by operating profit and free cash flow both doubling year over year." Mariano Gomide de Faria, founder and co-CEO of VTEX, added, "Across our customer base, we are seeing a clear shift: from using software to run commerce, to relying on a partner that actively drives growth and operational efficiency. With our AI-native commerce suite, we are helping enterprise customers unlock new revenue streams, operate more efficiently, and execute faster. By embedding AI across our suite, we are expanding our global opportunity while further strengthening our leadership in Latin America."
VTEX Expects Revenue Growth in Q1 2026
The company states: "In 2026, VTEX remains focused on strengthening the growth levers that will propel us forward: global expansion, B2B, Retail Media, and AI. Disciplined execution and productivity gains already identified across Cost of Revenue, S&M, and G&A support continued improvement in profitability and enable increased R&D investments that drive our AI transformation and deepen our value with top-tier customers. While we navigate ongoing macro headwinds, we are encouraged by the quality and scale of our new customer additions, the competitive positioning of the VTEX platform among global enterprise customers, and the compelling market opportunity across our four key long-term growth initiatives. In this context, and recognizing that Q1 is seasonally our lowest GMV quarter and faces the toughest year-over-year comparison, for the first quarter of 2026 we expect: Subscription revenue to grow at a mid-single digit percentage rate on an FX-neutral year-over-year basis; Gross profit to grow at a high-single digit percentage rate on an FX-neutral year-over-year basis; Non-GAAP income from operations to be in the mid-teens percentage margin; and Free cash flow to be in the high-teens percentage margin."
VTEX Q4 Revenue at $68.0M, Slightly Below Consensus
Reports Q4 revenue $68.0M, consensus $68.1M. Geraldo Thomaz Jr., founder and co-CEO of VTEX, commented, "2025 marked a pivotal year in which we deliberately evolved VTEX into a multi-product, AI-driven commerce platform. Despite a challenging environment, our disciplined execution resulted in record profitability. We chose structural transformation over incremental steps, reinvesting a portion of our productivity gains into higher R&D to accelerate B2B digitization, Retail Media and AI, and to deepen our value with top-tier customers. The continued expansion of our US$250k+ ARR customer base validates our enterprise strategy and reinforces our confidence as we continue scaling globally." Mariano Gomide de Faria, founder and co-CEO of VTEX, added, "Throughout 2025, we strengthened the growth levers that will power our next phase: global expansion, B2B, Retail Media, and AI. Global Markets delivered 22% subscription revenue growth for the year, supported by enterprise traction and growing B2B adoption. Meanwhile, Retail Media is evolving from pilot to core engine, and our AI-first approach is already delivering measurable customer outcomes while improving our own operating efficiency. With disciplined execution and a long-term vision, we are positioning VTEX as the backbone for connected commerce that enterprises will rely on to operate and scale in an increasingly AI-driven landscape."
Vtex projects a 9.3%-10.7% increase in subscription revenue for FY25.
The company states: "For the fourth quarter of 2025, we are targeting FX-neutral year-over-year subscription revenue growth of 5.0% to 10.0%, implying US$65.8 million to US$68.8 million. Additionally, we are targeting for the quarter a non-GAAP income from operations margin in the mid-twenties and free cash flow margin in the high-teens range. For the full year 2025, we are targeting FX-neutral year-over-year subscription revenue growth of 9.3% to 10.7%, implying a range of US$234 million to US$237 million based on October's average FX rates."
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