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    ArmaganUnidentified Organization

    Armagan Turkyilmaz is a Cyber Security Analyst at Cyber Now, specializing in cyber threat analysis and security solutions for technology-driven organizations. He has contributed to projects involving the protection of proprietary systems and the implementation of advanced security protocols, supporting several leading software firms through measurable risk reductions and improved incident response metrics. With his career at Cyber Now beginning in recent years, Armagan brings a background in security software and maintains up-to-date technical certifications relevant to industry standards. His credentials highlight expertise in security frameworks, making him a key asset in organizational defense strategies.

    Armagan's questions to Zenvia Inc (ZENV) leadership

    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.

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