VTEX (VTEX) SEC Filings & Earnings Calls
EquiReason read 13 VTEX SEC filings in the last 12 months. Latest: 6-K on 2026-10-21 — VTEX announces appointment of Leandro Balbinot to Board of Directors, effective November 1, 2026. Balbinot brings extensive retail and tech experience..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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21 Oct 20266-KVTEX announces appointment of Leandro Balbinot to Board of Directors, effective November 1, 2026. Balbinot brings extensive retail and tech experience.SEC ↗
6 Aug 20266-KVTEX Q2 2026 earnings press release: subscription revenue +11.4% YoY, GMV +17.8%, Non-GAAP operating income +62.4%, free cash flow +79.1%, strong margin expansion.earningsopen
Figures in the filing · each found in the filing text
| GMV · Q2-2026 | $5.70B | +18% y/y |
| Total revenue · Q2-2026 | $64M | +10% y/y |
| Subscription revenue · Q2-2026 | $64M | +11% y/y |
| Non-GAAP subscription gross margin · Q2-2026 | 81.8% | |
| Non-GAAP income from operations · Q2-2026 | $14M | +62% y/y |
| Non-GAAP free cash flow · Q2-2026 | $13M | +79% y/y |
| Headcount · Q2-2026 | 1,102 | -14% y/y |
Risks flagged
FX headwind on revenue growth; total revenue declined 0.4% on FX neutral basis
“Total revenue increased to US$64.4 million ... representing a YoY increase of 9.5% in USD and a decrease of 0.4% on an FX neutral basis.” · word for word
6 Aug 20266-KVTEX filed 6-K with unaudited financials for Q2 2026; net income $10.0M vs $3.0M prior year, subscription revenue +11.4% YoY, strong margin expansion.earningsopen
Figures in the filing · each found in the filing text
| GMV · Q2-2026 | $5.70B | +18% y/y |
| Total revenue · Q2-2026 | $64M | +10% y/y |
| Subscription revenue · Q2-2026 | $64M | +11% y/y |
| Non-GAAP subscription gross margin · Q2-2026 | 81.8% | |
| Non-GAAP income from operations · Q2-2026 | $14M | +62% y/y |
| Non-GAAP free cash flow · Q2-2026 | $13M | +79% y/y |
| Headcount · Q2-2026 | 1,102 | -14% y/y |
Risks flagged
FX headwind on revenue growth; total revenue declined 0.4% on FX neutral basis
“Total revenue increased to US$64.4 million ... representing a YoY increase of 9.5% in USD and a decrease of 0.4% on an FX neutral basis.”
26 May 20266-KVTEX announces results of 2026 annual general meeting; approval of financial statements and auditor appointment.SEC ↗
7 May 20266-KVTEX Q1 2026: Revenue $60.7M (+12.1% YoY), subscription revenue $60.0M (+14.0% YoY), net income $4.1M vs $0.9M prior year, operating income $5.8M vs -$0.2M. Strong profitability improvement.earningsopen
Figures in the filing · each found in the filing text
| Total revenue · Q1-2026 | $61M | +12% y/y |
| Subscription revenue · Q1-2026 | $60M | +14% y/y |
| Net income · Q1-2026 | $4M | +371% y/y |
| Gross profit · Q1-2026 | $48M | +18% y/y |
7 May 20266-KVTEX Q1 2026 earnings press release: GMV $5.1B (+17.1% YoY), subscription revenue +14.0%, non-GAAP operating income doubled to $10.6M (17.4% margin), free cash flow $13.3M (21.9% margin). AI-native commerce suite driving growth.earningsopen
Figures in the filing · each found in the filing text
| GMV · Q1-2026 | $5.10B | +17% y/y |
| Total revenue · Q1-2026 | $61M | +12% y/y |
| Subscription revenue · Q1-2026 | $60M | +14% y/y |
| Non-GAAP subscription gross margin · Q1-2026 | 81.5% | |
| Non-GAAP income from operations · Q1-2026 | $11M | +100% y/y |
| Non-GAAP free cash flow · Q1-2026 | $13M | +102% y/y |
| Headcount · Q1-2026 | 1,147 | -13% y/y |
24 Apr 20266-KNotice of annual general meeting and proxy statement; routine governance matters.SEC ↗
26 Feb 20266-KVTEX reports Q4 and FY2025 results: subscription revenue +12.2% YoY, GMV +17.2%, Non-GAAP income from operations +31.8% to $16.2M, margin 23.8%.earningsopen
Figures in the filing · each found in the filing text
| GMV · Q4-2025 | $6.30B | +17% y/y |
| Subscription revenue · Q4-2025 | $67M | +12% y/y |
| Non-GAAP income from operations · Q4-2025 | $16M | +32% y/y |
| Non-GAAP subscription gross margin · Q4-2025 | 81.8% | |
| Non-GAAP free cash flow · Q4-2025 | $11M | -8% y/y |
| Total revenue · Q4-2025 | $68M | +11% y/y |
| Non-GAAP net income · Q4-2025 | $14M | +24% y/y |
| Headcount · 2025-12-31 | 1,139 | -17% y/y |
| US$250k+ ARR customers · FY2025 | 158 | |
| Global Markets subscription revenue growth · Global Markets 1 (US/Europe-led) · FY2025 | 21.6% |
Risks flagged
FX headwinds impacting reported growth; FX neutral growth lower than USD growth.
“GMV +17.2% USD vs +10.0% FXN; subscription revenue +12.2% USD vs +5.4% FXN.”
26 Feb 20266-KVTEX reports Q4 and FY2025 results: subscription revenue +12.2% YoY, GMV +17.2%, Non-GAAP income from operations +31.8% to $16.2M, margin 23.8%.earningsopen
Figures in the filing · each found in the filing text
| GMV · Q4-2025 | $6.30B | +17% y/y |
| Subscription revenue · Q4-2025 | $67M | +12% y/y |
| Non-GAAP income from operations · Q4-2025 | $16M | +32% y/y |
| Non-GAAP subscription gross margin · Q4-2025 | 81.8% | |
| Non-GAAP free cash flow · Q4-2025 | $11M | -8% y/y |
| Total revenue · Q4-2025 | $68M | +11% y/y |
| Non-GAAP net income · Q4-2025 | $14M | +24% y/y |
| Headcount · 2025-12-31 | 1,139 | -17% y/y |
| US$250k+ ARR customers · FY2025 | 158 | |
| Global Markets subscription revenue growth · Global Markets 1 (US/Europe-led) · FY2025 | 21.6% |
Risks flagged
FX headwinds impacting reported growth; FX neutral growth lower than USD growth.
“GMV +17.2% USD vs +10.0% FXN; subscription revenue +12.2% USD vs +5.4% FXN.”
26 Feb 202620-FVTEX reported FY2025 results with revenue growth decelerating to 6.1% and net income improving to $20M, but sales cycles remain elongated and FX headwinds persist.earningsopen
Figures in the filing · each found in the filing text
| Total Revenue · FY2025 | $241M | +6% y/y |
| Net Income · FY2025 | $20M | +27% y/y |
| Subscription Revenue Growth (USD) · FY2025 | 7.9% | |
| Subscription Revenue Growth (FX Neutral) · FY2025 | 9.5% | |
| FX Impact on Subscription Revenue Growth · FY2025 | -1.4% | |
| Revenue Denominated in USD · FY2025 | 22.0% |
Risks flagged
Elongated Sales Cycles
“However, in 2025, we have continued to experience elongated sales cycles, driven in part by a persistently challenging macroeconomic environment that has continued to impact customer budgeting, approval processes, and purchasing decisions.” · word for word
Brazilian Tax Reform
“The main goal of the reform is to simplify the Brazilian tax environment, but it is also expected to raise the tax burden for certain business segments, increase the compliance burden during the transition period and lead to cash constraints due to the split payment mechanism.” · word for word
CPRB Phase-Out
“This hybrid model will be effective from January 2025 to December 2027. From January 2028 onwards only the social contribution on payroll will be levied, at the rate of 20%.” · word for word
Foreign Exchange Exposure
“Although subscription revenue in the years ended December 31, 2025, and 2024 grew 7.9% and 14.8% in U.S. dollars, our reporting and functional currency, and 9.5% and 20.5% on an FX neutral basis, the foreign currency exchange rates in 2025 relative to 2024 and 2024 relative to 2023 resulted in a decrease of 1.4% and a decrease of 4.8% in our subscription rev” · word for word
2 Dec 20256-KVTEX customers drove $1.0B GMV over Black Friday-Cyber Monday week, with 10.2% order growth and 18.2% GMV growth in USD. Top verticals grew 19-24% USD. Full-month GMV growth 9.4% FX-neutral, 16.8% USD. Management highlights resilience and searningsopen
Figures in the filing · each found in the filing text
| Gross Merchandise Volume (GMV) · total · Black Friday-Cyb | $1.00B | +18% y/y |
| Orders · total · Black Friday-Cyb | 9,900,000 | +10% y/y |
| GMV growth (FX-neutral) · total · November 2025 | 9.4% | |
| GMV growth (USD) · total · November 2025 | 16.8% |
Risks flagged
High interest rate environment may pressure consumer spending and e-commerce growth.
“Amid broader market shifts and a persistently high interest rate environment” · word for word
6 Nov 20256-KVTEX Q3 2025 6-K: subscription revenue $58.4M (+8.4% YoY), net income $6.4M, GMV $5.0B (+13.1% YoY). Non-GAAP operating income $9.5M (16% margin). Share repurchase of 4.5M shares for $18.8M.earningsopen
Figures in the filing · each found in the filing text
| GMV · Q3-2025 | $5.00B | +13% y/y |
| Subscription revenue · Q3-2025 | $58M | +8% y/y |
| Total revenue · Q3-2025 | $60M | +7% y/y |
| Non-GAAP income from operations · Q3-2025 | $10M | +25% y/y |
| Non-GAAP net income · Q3-2025 | $11M | +41% y/y |
| Non-GAAP free cash flow · Q3-2025 | $8M | +4% y/y |
| Headcount · Q3-2025 | 1,234 | -12% y/y |
| Non-GAAP subscription gross margin · Q3-2025 | 80.2% |
Risks flagged
Lengthening decision-making cycles in Latin America could slow growth.
“In Latin America, while decision-making cycles are lengthening, our competitive position remains solid.”
6 Nov 20256-KVTEX Q3 2025 press release: GMV $5.0B (+13.1% YoY), subscription revenue $58.4M (+8.4% YoY), non-GAAP net income $10.6M (+41%). AI-driven platform expansion and share repurchase.earningsopen
Figures in the filing · each found in the filing text
| GMV · Q3-2025 | $5.00B | +13% y/y |
| Subscription revenue · Q3-2025 | $58M | +8% y/y |
| Total revenue · Q3-2025 | $60M | +7% y/y |
| Non-GAAP income from operations · Q3-2025 | $10M | +25% y/y |
| Non-GAAP net income · Q3-2025 | $11M | +41% y/y |
| Non-GAAP free cash flow · Q3-2025 | $8M | +4% y/y |
| Headcount · Q3-2025 | 1,234 | -12% y/y |
| Non-GAAP subscription gross margin · Q3-2025 | 80.2% |
Risks flagged
Lengthening decision-making cycles in Latin America could slow growth.
“In Latin America, while decision-making cycles are lengthening, our competitive position remains solid.” · word for word
VTEX — questions
- What did VTEX file recently?
- 13 SEC filings in the last 12 months. Latest: 6-K on 2026-10-21 — VTEX announces appointment of Leandro Balbinot to Board of Directors, effective November 1, 2026. Balbinot brings extensive retail and tech experience.
Every figure on this page comes from VTEX's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.