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Investor Relations14 Oct 2025
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Zenvia (ZENV) investor relations material
Zenvia Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary11 Sep, 2025
Executive summary
Q2 2025 revenues increased 24% year-over-year to BRL 286 million, driven by CPaaS and Zenvia Customer Cloud growth, with Customer Cloud revenues up 23% year-over-year.
Margins remain pressured due to a higher proportion of low-margin CPaaS revenues, despite SaaS growth and Customer Cloud adoption.
SaaS client base and adoption grew, especially among SMBs and new customers.
Normalized EBITDA for Q2 2025 was BRL 11 million, down 68% year-over-year, with trailing 12-month normalized EBITDA at BRL 100 million.
Management expects 25–30% full-year growth for Customer Cloud in 2025.
Financial highlights
Q2 2025 consolidated adjusted gross profit was BRL 69 million, with a gross margin of 24.1%, down 19.3 percentage points year-over-year.
SaaS revenues grew 3% year-over-year in Q2, with gross margin up 0.9 percentage points to 55.4%.
CPaaS revenues increased 33% year-over-year, now accounting for 72% of total revenues, but with gross margin declining by 25.7 percentage points to 11.8%.
Q2 2025 net loss was BRL 42.0 million, compared to a loss of BRL 15.9 million in Q2 2024.
Cash balance at quarter-end was BRL 32.6 million, down 64% year-over-year.
Outlook and guidance
Management targets 25–30% revenue growth for Customer Cloud in 2025, with a revenue target of BRL 200 million and gross margin of 65–70%.
CPaaS margins expected to normalize closer to 20% by Q4 2025 as cost increases are passed through.
Profitability levels anticipated to gradually recover and return to normalized levels by year-end.
Cost reduction initiatives, including a 15% workforce cut, expected to yield BRL 30–35 million in annual savings.
Franchise model for Customer Cloud is expected to become the main generator of new MRR in coming quarters.
Zenvia Consumer Cloud enterprise adoption
CPaaS margin recovery outlook by Q4
Divestment strategy for balance sheet deleveraging
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Next Zenvia earnings date
Q3 202518 Nov, 2025
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Frequently asked questions
Zenvia Inc. is a Brazil-based technology company that provides customer experience (CX) solutions through a cloud-based platform. It enables businesses to engage with customers via various communication channels such as SMS, WhatsApp, voice, and webchat. Zenvia offers a range of services including marketing campaigns, customer service, and sales automation, utilizing tools like chatbots, APIs, and document management. The company operates primarily in Brazil, Argentina, and Mexico, and serves businesses across various industries looking to enhance customer interactions. Zenvia is headquartered in São Paulo, Brazil, and its shares are listed on the NASDAQ.
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