DL
DLO
DLO What dLocal promised, and what happened
Guidance
What management said, and what became of it
6 of 7 judged targets kept · 12 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Buy Now Pay Later Fuse - country coverage | live in 6 countries with 2 more to follow shortly | Sep 2025 | our buy now, pay later offering continues to expand and improve and is now live in eight markets | Achieved |
| Full-year 2026 gross profit growth | 22.5% to 27.5% year-over-year | Dec 2025 | we are also raising our gross profit growth guidance to 25% to 30% year-over-year | Revised Up |
| 2026 headcount - no significant additions | no significant head count additions in 2026 | Dec 2025 | Headcount remained broadly stable sequentially, while gross profit per employee increased. From here, we don't expect material increases in headcount this year. | On Track |
The full ledger
Open dLocal’s full ledger
A free account opens 5 company ledgers a month. All 19 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 19 tracked commitments for dLocal
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.