)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Locaweb Serviços de Internet
Locaweb Serviços de Internet (LWSA3) investor relations material
Locaweb Serviços de Internet Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary14 Aug, 2026
Executive summary
Net operating revenue grew 8.2% year-over-year to R$375.2 million in 2Q26, with Commerce segment up 12.4% to R$276.0 million and Platform Subscription revenue up 14.0%.
Adjusted EBITDA reached a record R$102.5 million (+35.1% vs. 2Q25), with margin at 27.3%, the highest in 24 quarters.
Free cash flow for 1H26 was R$137.2 million (+51.4% vs. 1H25), with an 18.6% FCF margin.
Adjusted net income for the quarter was R$65.7 million, up 48.7% year-over-year.
Commerce segment outperformed the market, growing 12.4% vs. 6.8% for Brazilian e-commerce.
Financial highlights
Ecosystem GMV reached R$20.3 billion, up 15.2% year-over-year; TPV grew 13% to R$2.3 billion.
Adjusted EBITDA margin improved to 27.3% (up 5.4 p.p. year-over-year).
Free cash flow margin for 1H26 was 18.6%; net cash position at quarter-end was R$314.5 million (+13.4% year-over-year).
Shareholder returns in the last 12 months totaled nearly R$200 million via dividends, capital reduction, and share buybacks.
Gross margin ex-D&A was 56.8%, up 3.4 p.p. year-over-year.
Outlook and guidance
Continued focus on growing subscriber base, ARPU expansion, and reinvesting in scalable, profitable products.
Margin improvements expected to be sustainable, with ongoing portfolio optimization and efficiency gains from AI and automation.
Strategic repositioning of Bling to a complete business platform aims to expand addressable market, focusing on middle-market clients with higher ARPU.
Accelerated store launches and first sales are expected to drive higher retention and LTV in the SMB base.
No formal margin guidance, but historical levels around 27% seen as achievable sooner than expected.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Locaweb Serviços de Internet
- Revenue up 10% and EBITDA up 28.4%, with margin expansion and strong shareholder returns.LWSA3
Q1 2026 - Double-digit revenue and EBITDA growth, strong cash flow, and margin expansion in 2025.LWSA3Q4 2025
- Strong revenue and cash flow growth, with profitability up and divestment impacts absorbed.LWSA3Q3 2025
- Double-digit revenue and EBITDA growth in Q2 2025, with strong cash flow and margin expansion.LWSA3Q2 2025
- Strong revenue and margin growth in Q3 2024, with robust cash returns to shareholders.LWSA3Q3 2024
- GMV, revenue, and margins rose sharply, with net income positive and cash flow robust.LWSA3Q2 2024
- Net revenue up 8.8% and adjusted EBITDA up 15.1%, with strong Commerce and cash generation.LWSA3Q1 2025
- Adjusted EBITDA rose 24.2% and net income reached R$42.2 million, reversing last year's loss.LWSA3Q4 2024
Next Locaweb Serviços de Internet earnings date
Q3 202613 Nov, 2026
Locaweb Serviços de Internet
Next Locaweb Serviços de Internet earnings date
Q3 202613 Nov, 2026
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
LocaWeb Servicos de Internet provides hosting, cloud services, and Internet solutions for small and medium-sized businesses in Brazil. Its services include website creation services; e-commerce; e-mail; content marketing; mobile marketing and website analysis tools; marketing automation tools; payment method integration, including credit card payments, and TEF integration solution; online store creation services that are enabled to sell through Facebook and Instagram application; and telephone customer support service. The company also offers domain registration service through over 1,000 stores across the country. In addition, it offers a network of integrated technology partners that provide products such as firewalls and other networking devices, security solutions, online telephony, online storage solutions, among others.