Investors interested in Internet - Software stocks are likely familiar with VTEX (VTEX) and Sea Limited Sponsored ADR (SE). But which of these two stocks offers value investors a better bang for their buck right now?
VTEX (VTEX) Q1 2026 Earnings Call Transcript
VTEX (VTEX) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.01 per share a year ago.
Investors interested in stocks from the Internet - Software sector have probably already heard of VTEX (VTEX) and Braze, Inc. (BRZE). But which of these two stocks is more attractive to value investors?
VTEX (VTEX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Investors looking for stocks in the Internet - Software sector might want to consider either VTEX (VTEX) or Spotify (SPOT). But which of these two stocks presents investors with the better value opportunity right now?
VTEX (VTEX) Q4 2025 Earnings Call Transcript
VTEX (VTEX) came out with quarterly earnings of $0.05 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.03 per share a year ago.
VTEX (VTEX), a Brazilian e-commerce platform, offers compelling value after a 40% share price decline and remains a Buy amid macro headwinds. VTEX combines blue-chip customers, international expansion, disciplined opex, and positive FCF margins, despite recent deceleration in revenue and GMV growth. Q3 results showed 6% y/y revenue growth and 13% y/y GMV growth, with guidance trimmed to 9.3–10.7% FX-neutral growth for the year.
VTEX ( VTEX ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Julia Fernandez - Vice President of Investor Relations Geraldo do Carmo Thomaz - Co-founder, Co-CEO, Co-Chairman & Chief Technology Officer Ricardo Sodre - Chief Financial Officer Mariano Gomide de Faria - Co-founder, Co-CEO & Co-Chairman Conference Call Participants Marcelo Santos - JPMorgan Chase & Co, Research Division Maria Infantozzi - Itaú Corretora de Valores S.A., Research Division Vitor Tomita - Goldman Sachs Group, Inc., Research Division Cesar Davanco - Santander Investment Securities Inc., Research Division Lucca Brendim - BofA Securities, Research Division Madison Schrage - KeyBanc Capital Markets Inc., Research Division Gustavo Farias - UBS Investment Bank, Research Division Presentation Julia Fernandez Vice President of Investor Relations Hello, everyone, and welcome to VTEX's Earnings Conference Call for the Third Quarter of 2025.
VTEX (VTEX) came out with quarterly earnings of $0.03 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.02 per share a year ago.
VTEX demonstrates strengthened growth prospects with rapid international expansion, especially in the U.S. and Europe, and robust new B2B and retail media initiatives. International traction is now a key growth catalyst, with major wins like KitchenAid and Road Runner Sports validating VTEX's platform in large, competitive markets. Profitability is inflecting higher, with margin expansion driven by AI automation, disciplined cost control, and strong unit economics in mature customer cohorts.