Brazil · Delayed Price · Currency is BRL Locaweb Serviços de Internet Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 10% year-over-year, with commerce up 14.3% and EBITDA margin reaching 25.1%. AI-powered features and cloud adoption drove operational efficiency, while strong cash generation enabled over BRL 200 million in shareholder returns.
Fiscal Year 2025
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Q4 2025 saw double-digit revenue and EBITDA growth, record cash generation, and margin expansion, driven by commerce and embedded finance. AI adoption boosted productivity and efficiency, while portfolio optimization and new cloud offerings strengthened the business.
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Q3 2025 saw accelerated growth, with net revenue up 10.9% and adjusted EBITDA up 18.1% year-over-year. Strategic divestments and product innovation drove profitability, while strong cash generation enabled significant shareholder returns.
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Q2 2025 saw accelerated revenue and EBITDA growth, driven by e-commerce and AI adoption, with strong cash generation and robust segment performance. Strategic initiatives in cloud and financial services are progressing, and outlook remains positive for the year.
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Q1 2025 saw 8.8% revenue growth and 15.1% higher adjusted EBITDA, with strong GMV and TPV gains. Integration of ERP, logistics, and AI tools is driving SME value, while shareholder returns remain a priority. Growth is expected to accelerate through 2025.
Fiscal Year 2024
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2024 saw robust growth in e-commerce, platform revenue, and profitability, with a strong cash position and significant returns to shareholders. The company is set to accelerate growth in 2025 through internal initiatives, streamlined operations, and a focus on high-quality clients.
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Q3 2024 saw strong margin and profit growth, with gross profit up 20% and adjusted EBITDA up 36% year-over-year. Commerce revenue rose 18% excluding Squid, and new product launches and operational efficiencies drove results. Cash generation remains robust, supporting buybacks and dividends.
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Ecosystem GMV grew 22.5% year-over-year, with strong gains in gross margin, EBITDA, and net profit. New financial services and digital account products are set to launch, while share buybacks and tax-efficient incorporations support value creation.