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Locaweb Serviços de Internet (LWSA3) investor relations material

Locaweb Serviços de Internet Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary15 Aug, 2025

Executive summary

  • Revenue growth accelerated in Q2 2025, led by strong performance in the commerce segment and operational improvements, with continued profitability and cash generation for the fourth consecutive quarter.

  • AI adoption and proprietary tools drove significant productivity gains, reduced customer service calls by 50%, and enhanced client offerings and internal efficiency.

  • Subscriber base grew 5.2% year-over-year, with GMV up 15.1% and TPV up 19.1% in the first half of 2025.

  • Most earnout obligations from past acquisitions were settled in June 2025, improving predictability and financial flexibility.

  • Appointment of a new Financial Services VP signals a focus on expanding financial services, credit operations, and monetization across payments and digital accounts.

Financial highlights

  • Net revenue in Q2 2025 grew 10.4% year-over-year to R$370.8 million; commerce revenue rose 15.4% to R$266 million.

  • Adjusted EBITDA reached R$75.9 million with a margin of 20.5%, marking the fourth consecutive quarter of margin growth.

  • Free cash flow after capex in 6M25 totaled R$90.6 million, with a 12.6% margin; operational cash flow for Q2 was R$102.7 million.

  • Cash and cash equivalents stood at R$277.3 million at quarter-end, down 51% year-over-year due to earnout payments and share buybacks.

  • Adjusted net income was R$44.2 million, stable year-over-year; reported net income declined 13.7% to R$15.8 million.

Outlook and guidance

  • Management expects continued revenue and profitability growth, driven by AI adoption, operational efficiency, and expansion of financial services.

  • No slowdown observed in commerce business despite broader consumer spending concerns; performance in Q3 and year-end outlook remain strong.

  • Payments operation is regaining monetization potential after underperformance in late 2024, supported by revised strategies and improved retention.

  • Cloud initiative in soft launch phase, targeting a R$3.5 billion addressable market.

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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.

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