Vtex reports Q3 EPS 3c, two estimates 3c

Reports Q3 revenue $59.6M, consensus $59.6M. Geraldo Thomaz Jr., founder and co-CEO of VTEX (VTEX), commented, “Over the past decade, we built VTEX to thrive on the cloud wave. Now, and for the decade ahead, we are reinventing our platform through AI. Built on a multi-tenant architecture meeting the highest global privacy and security standards, VTEX represents the collective intelligence of billions of commerce signals powering prediction-driven models at enterprise scale. In addition, our outcome-based pricing already aligns incentives so that we win as our customers win. We are applying this across the VTEX platform, from B2B capabilities and early agentic commerce use cases to retail media and after-sales support. For instance, leading retailers using VTEX Ads are already reaching 0.5% of ad spend as a share of digital GMV, and Weni by VTEX now resolves over 85% of after-sales interactions without human intervention.” Mariano Gomide de Faria, founder and co-CEO of VTEX, added, “We are stepping up in the US and Europe, especially in B2B, as enterprises modernize from legacy frameworks. In Latin America, while decision-making cycles are lengthening, our competitive position remains solid, reflected in stable churn and win rates. Looking ahead, a new VTEX is emerging: a global, multi-product, AI-driven platform. Already, AI-powered automation, particularly in support, is contributing to meaningful margin expansion, with part of those gains being reinvested in our R&D initiatives.”