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Locaweb Serviços de Internet (LWSA3) investor relations material
Locaweb Serviços de Internet Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary14 Nov, 2025
Executive summary
Achieved accelerated growth in Q3 2025, with net revenue up 10.9% year-over-year and strong operational fundamentals, driven by a 16.6% increase in the Commerce segment and robust GMV and TPV growth.
Subscriber base expanded to approximately 204,700, up 7.0% year-over-year, with ARPU in Commerce up 13%.
Significant divestments of non-core assets (Squid/Wake Creators and Nextios) sharpened strategic focus and improved capital allocation.
Delivered major product enhancements, including integration with TikTok Shop, TEMU, and launch of a digital account for SMEs.
Focused on growth acceleration, cash generation, product innovation, and organizational simplification.
Financial highlights
Net revenue reached R$387.4 million (+10.9% YoY); Commerce net revenue was R$283.4 million (+16.6% YoY).
Adjusted EBITDA was R$87.0 million (+18.1% YoY), with margin up 1.4 p.p. to 22.5%.
Free cash flow after capex was R$161.2 million YTD (14.6% margin), with R$70.5 million generated in Q3.
GMV for Q3 was R$20.3 billion (+16.8% YoY); TPV reached R$2.3 billion (+14.9% YoY).
Adjusted net income was R$56.6 million (+52.9% YoY); reported net loss of R$287.8 million due to non-cash divestment impacts.
Outlook and guidance
Management expects continued ARPU growth above inflation, supported by product improvements and digitalization trends.
Focus remains on operational efficiency, recurring revenue, and margin improvement post-divestments.
Black Friday and seasonal trends anticipated to support strong Q4 performance.
Digital Account and expanded financial services in testing to strengthen SMB ecosystem.
Disciplined execution and efficiency initiatives to drive profitable operations and recurring revenue streams.
Capital allocation post-divestments
BeOnline: Profitability vs. growth strategy
Commerce revenue mix: transactional vs. subscription
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Next Locaweb Serviços de Internet earnings date
Q4 202513 Mar, 2026
Next Locaweb Serviços de Internet earnings date
Q4 202513 Mar, 2026
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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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