VTEX (VTEX) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone, and welcome to the VTEX Earnings Conference Call for the quarter ended December 31st, 2025. 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-Sodré, Chief Financial Officer. Additionally, Mariana Gomira 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 relating to such matters of continuous 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 current available information, you are cautioned not to place undue reliance on these forward-looking statements. Certain risks and uncertainties are described under risk factors and forward-looking statement sections of VTEX Form 20F for the year end of December 31st, 2025, 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 fourth quarter 2025 Ernie's press release available on our investor relations website. With that, I hand the call over to Geraldo. Geraldo, the floor is yours. Thank you, Julia, and good afternoon, everyone. Thank you for joining us today. Today's call is primarily a...