Armagan's questions to Zenvia Inc (ZENV) leadership • Q4 2024
Question
Armagan asked for clarity on the full-year 2025 revenue outlook, specifically how to model the Zenvia Customer Cloud's growth relative to traditional SaaS and CPaaS, and the extent of revenue cannibalization. He also requested an update on the status and timeline for planned divestments.
Answer
Executive Shay Chor clarified the revenue breakdown, projecting 25-30% growth for the BRL 180 million Zenvia Customer Cloud segment, while the remaining BRL 140 million in legacy SaaS is expected to be flat to 5%. He noted CPaaS is expected to return to 5-8% growth, despite recent faster expansion. Regarding divestments, Chor stated no specific details or timelines could be shared, emphasizing the goal is to deleverage the balance sheet opportunistically, alongside ongoing liability management like debt renegotiations.