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Recent press releases and 8-K filings for ZENV.
Zenvia Announces Successful Renegotiation of Movidesk's Earnout
ZENV
M&A
- Zenvia Inc. announced the successful renegotiation of Movidesk’s earnout, with a total outstanding amount of approximately BRL 253 million.
- The payment terms have been extended to a total of 72 months, with final maturity in December 2032.
- Zenvia retains the option to convert approximately BRL 100 million of the total debt into equity.
- The renegotiated payment schedule includes BRL 2 million per month from January 2026 to December 2026, followed by BRL 3 million per month from January 2027 to December 2027, with the remaining installments paid over 60 fixed monthly payments until December 2032.
3 days ago
Zenvia streamlines operations and reorganizes executive leadership
ZENV
Management Change
New Projects/Investments
Revenue Acceleration/Inflection
- Zenvia Inc. is streamlining operations to accelerate its SaaS growth strategy, effective December 1, 2025.
- The CPaaS business unit, which includes SMS, RCS, and Voice services, will be established as an independent, wholly owned subsidiary called Zenvia CPaaS, with its own corporate tax ID and governance.
- The company announced executive leadership changes, with the Chief Human Resources Officer and Chief Technology Officer departing.
- Piero Rosatelli, CFO and Investor Relations Officer, will permanently lead Human Resources, and Gilsinei Hansen, Chief Revenue Officer, will permanently lead the Technology Department.
Dec 1, 2025, 9:05 PM
Zenvia Appoints Piero Rosatelli as CFO and IRO
ZENV
CFO Change
Management Change
Hiring
- Zenvia Inc. (NASDAQ: ZENV) announced the election of Mr. Piero Rosatelli as its new Chief Financial Officer (CFO) and Investor Relations Officer (IRO).
- Mr. Rosatelli succeeds Mr. Shay Chor, who will continue to assist the Company as a consultant to Zenvia's Audit Committee after four years of service.
- Prior to this appointment, Mr. Rosatelli was a managing partner of Oria Capital and has resigned from his role as a Zenvia Board Member.
Sep 15, 2025, 8:30 PM
Zenvia Reports Q2 2025 Results with Strong Top-Line Growth and Strategic Focus on Zenvia Customer Cloud
ZENV
Earnings
Guidance Update
New Projects/Investments
- Zenvia reported 24% top-line growth in Q2 2025.
- Consolidated adjusted gross profit fell to R$69 million, with gross margin down to 24%, primarily due to a sharp drop in CPaaS gross profit and margin.
- Normalized EBITDA for Q2 2025 was R$11 million, below expectations, but the company anticipates a progressive recovery throughout the year.
- Zenvia Customer Cloud, the new core business, saw revenues increase by 23% in the first half of 2025 and is expected to deliver 25% to 30% growth in 2025, with revenues around R$200 million and gross margin around 70%.
- The company is actively streamlining operations, with G&A expenses decreasing by 27% year-over-year in Q2 2025, and is evaluating options to divest non-core assets to optimize its balance sheet.
Sep 11, 2025, 2:00 PM
Zenvia reports Q2 2025 results with revenue growth and margin pressure
ZENV
Earnings
Demand Weakening
Layoffs
- Zenvia's Net Revenues increased to BRL 286 million in Q2 2025, up from BRL 231 million in Q2 2024.
- Despite revenue growth, margins were pressured due to a higher mix of lower-margin CPaaS revenue, resulting in Non-GAAP Adjusted Gross Profit decreasing to BRL 69 million (24.1% margin) and EBITDA falling to BRL 11 million in Q2 2025.
- The Zenvia Customer Cloud segment demonstrated strong performance, growing 23% year-over-year and remaining on track for 25-30% growth in FY 2025.
- General & Administrative (G&A) expenses decreased to BRL 24 million (9% of revenues) in Q2 2025, partially offsetting margin declines and contributing to expected savings of BRL 30-35 million from workforce reduction.
Sep 11, 2025, 2:00 PM
Zenvia Reports Q2 2025 Results and Strategic Progress
ZENV
Earnings
Guidance Update
New Projects/Investments
- Zenvia's Q2 2025 consolidated adjusted gross profit fell to R$69 million with a gross margin of 24%, and normalized EBITDA came in at R$11 million. This was partially offset by a 27% decrease in G&A expenses year-over-year, bringing the G&A to revenues ratio down to 9%.
- CPaaS revenues increased by 33% but with tighter margins, accounting for 72% of total revenues and significantly impacting gross profit. SaaS adjusted gross profit was up 5% year-over-year to R$45 million, with a gross margin of 55%.
- Revenues from Zenvia Customer Cloud grew 23% in the first half of 2025 compared to the same period last year, accelerating from 15% in Q1. The company maintains its expectation for Zenvia Customer Cloud to achieve around R$200 million in revenues for the full year 2025, with growth close to 25% and a gross margin around 70%.
- Zenvia anticipates a progressive recovery in profitability throughout the year, expecting CPaaS margins to normalize closer to 20% by Q4 2025. The company is also evaluating options to divest non-core assets to optimize its balance sheet.
Sep 11, 2025, 2:00 PM
Zenvia Reports Q2 2025 Results and Strategic Progress
ZENV
Earnings
Guidance Update
New Projects/Investments
- Zenvia reported 24% top-line growth in Q2 2025, but consolidated adjusted gross profit fell to R$69 million (gross margin 24%) due to a sharp drop in CPaaS gross profit and margin, resulting in normalized EBITDA of R$11 million.
- SaaS revenues grew 3% year-over-year in Q2 2025, with Zenvia Customer Cloud revenues up 23% in the first half of 2025, and the company maintains its expectation for 25%-30% growth from Zenvia Customer Cloud in 2025, aiming for R$200 million in revenues with a gross margin around 70%.
- CPaaS revenues were up 33% but from lower-margin customers, impacting overall profitability, though the company expects CPaaS margins to normalize closer to 20% by Q4 2025 and overall profitability to gradually recover by year-end.
- Zenvia is ramping up Zenvia Customer Cloud as its new core business, while also reducing G&A expenses by 27% year-over-year and evaluating options to divest non-core assets to optimize the balance sheet.
Sep 11, 2025, 2:00 PM
Zenvia Reports Q2 2025 Results
ZENV
Earnings
Revenue Acceleration/Inflection
Profit Warning
- Zenvia Inc. reported Q2 2025 revenues of BRL 285.7 million, marking a 23.6% year-over-year increase, primarily driven by 33% growth in CPaaS revenues and 23% growth in Zenvia Customer Cloud revenues.
- Despite revenue growth, profitability significantly declined in Q2 2025, with Gross Profit down 35.6% to BRL 56.4 million and Normalized EBITDA down 67.9% to BRL 10.8 million, largely due to lower margins in the CPaaS segment.
- The company maintained strict expense control, reducing General and Administrative (G&A) expenses by 26.6% in Q2 2025, and anticipates a gradual recovery to normalized profitability by year-end 2025, with Zenvia Customer Cloud revenues projected to grow 25% to 30% for the full year.
- Total Active Customers decreased 18.0% year-over-year to 9,718 in Q2 2025, and the cash balance significantly declined by 63.5% to BRL 32.6 million.
Sep 10, 2025, 10:30 PM
Quarterly earnings call transcripts for Zenvia.
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