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VTEX (VTEX) Q1 2026 Earnings Call Transcript
2026-05-09 · via All Articles on Seeking Alpha

Q1: 2026-05-07 Earnings Summary

EPS of $0.05 beats by $0.02

 | 

Revenue of

$60.70M

(12.06% Y/Y)

misses by $157.82K

VTEX (VTEX) Q1 2026 Earnings Call May 7, 2026 4:30 PM EDT

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

Lucca Brendim - BofA Securities, Research Division
Livea Mizobata - JPMorgan Chase & Co, Research Division
Maria Infantozzi - Itaú Corretora de Valores S.A., Research Division
Gustavo Farias - UBS Investment Bank, Research Division

Presentation

Julia Fernandez
Vice President of Investor Relations

Hello, everyone, and welcome to the VTEX Earnings Conference Call for the quarter ended March 31, 2026. I'm Julia Vater Fernandez, VP of Investor Relations for VTEX. Our senior executives presenting today are Geraldo Thomaz Jr., Founder and co-CEO; and Ricardo Camatas-Sodre; Chief Financial Officer. Additionally, Mariano Gomide de Faria, Founder and co-CEO; and Andre Spolidoro, Chief Strategy Officer will be available during today's Q&A session.

I would like to remind you that management may make forward-looking statements related to such matters as continued prospects for the company, industry trends, and product and technology initiatives. These statements are based on currently available information and our current assumptions, expectations, and projections about future events. While we believe that our assumptions, expectations, and projections are reasonable in view of the current available information, you're cautioned not to place undue reliance on these forward-looking statements. Certain risks and uncertainties are described on the Risk Factors and Forward-Looking Statement sections of VTEX Form 20-F and other VTEX filings within the U.S. Securities and Exchange Commission, which are available on our Investor Relation website.

Finally, I would like to remind you that during the course of this conference call, we might discuss some non-GAAP measures. A reconciliation of those measures to the nearest comparable GAAP measures can be found