VTEX (VTEX) Q2 FY26 earnings call

VTEX navigated Q2 FY26 with strong profitability and cash flow, driven by structural cost discipline and AI-powered automation, despite subscription revenue falling short of internal expectations due to macro headwinds in Brazil and a customer mix shift. The company is focused on its AI native transformation and four growth drivers, which continue to outperform the core business, aiming to translate this foundation into sustained revenue acceleration.