VTEX (VTEX) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone and welcome to the VTEX Earnings Conference call for the quarter ended June 30, 2026. I'm Julia Vater Fernandez, VP of Investor Relations for VTEX. Our senior executives presenting today are Geraldo Thomas Jr., Founder and Co-CEO, and Ricardo Camatta 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 growth 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 currently available information, your caution not to place a new reliance on those forward-looking statements. Certain risks and uncertainties are described under risk factors and forward-looking statement sections of BTEC's Form 20F and other BTEC's filings with 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 second quarter 2026 earnings press release available on our investor relations website. With that, let's start the call. Geraldo, the floor is yours. Thank you, Julia. Good afternoon, everyone, and thanks for joining us on today's call. I want to open different today. were far enough into our AI native transformation to...