VTEX（VTEX）资讯与事件VTEXVTEX

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."