VTEX (VTEX) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone, and welcome to the VTEX earnings conference call for the quarter ended March 31st, 2026. I'm Julia Bater Fernandez, VP of Investor Relations for VTEX. Our senior executives presenting today are Geraldo Thomas, Jr., founder and co-CEO, and Ricardo Camata-Sodre, chief financial officer. Additionally, Mariano Gomes de Faria, founder and co-CEO, and Andres Polidoro, 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, your caution not to place and your reliance on these forward-looking statements. Certain risks and uncertainties are described on the risk factors and forward-looking statement sections of VTEX Form 20F 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 in our first quarter 2026 earnings press release available on our investor relation website. With that, Geraldo, the floor is all yours. Thank you, Julia, and good afternoon, everyone. Thank you for joining us. Last quarter, we outlined a clear strategic framework centered on four key growth factors, global expansion, B2B, ret...