Symbols

VTEX

VTEX·NYSE

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VTEX fundamentals

VTEX Q4 2025 Earnings

VTEX (VTEX) released its earnings on Feb 26, 2026: revenue was 67.95M (YoY +10.49%), missed estimates; EPS was 0.054 (YoY +63.64%), beat estimates.

Revenue / YoY

67.95M

+10.49%

EPS / YoY

0.054

+63.64%

Report date

Feb 26, 2026

VTEX Earnings Call Summary for Q4,2025

Key Takeaways

Growth Levers: VTEX focuses on global expansion (22% Q4 growth), B2B (14.5% ARR+), retail media (39% conversion), and AI (3% gross margin improvement).
Financial Resilience: Q4 2025 saw 81.8% gross margin, 23.8% operating margin, and $11.1M free cash flow despite macro headwinds.
AI Transformation: 3% margin gain from AI automation, reorg to accelerate platform evolution.
2026 Outlook: Mid-single digit revenue growth, high single-digit gross profit expansion, $50M buyback program.
Risks & Opportunities: Elongated sales cycles due to AI uncertainty, but B2B pipeline doubling addressable market and global expansion driving long-term growth.

Earnings

EPS

Revenue

Revenue & Expenses

VTEX has released its 2025 Q4 earnings report, with revenue of 67.95M, reflecting a YoY change of 10.49%, and net profit of 9.82M, showing a YoY change of 45.34%. The Sankey diagram below clearly presents VTEX's revenue sources and cost distribution.

Key Indicators

VTEX (VTEX) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

VTEX (VTEX)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

VTEX (VTEX)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

VTEX (VTEX)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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Breakdown