Group 1 - Zenvia Inc. is set to release its fiscal 2024 third quarter and first nine months results on November 18, 2024, after market close [1] - A webcast to discuss the results and business outlook will be hosted by the senior management team on November 19, 2024, at 10:00 am ET [2] - Zenvia is a leading cloud-based customer experience platform in Latin America, with over 13,000 customers and two decades of industry expertise [2]

Core Insights - Zenvia Inc. has launched Zenvia Customer Cloud, an AI-powered solution aimed at enhancing customer experience across various stages of the customer journey [1][2][10] - The solution is designed to unify customer interaction processes and improve productivity for companies while providing personalized experiences for consumers [3][5][6] Company Overview - Zenvia is a leading cloud-based customer experience platform in Latin America, focusing on creating engaging experiences throughout the customer journey [1][10] - The company has around 13,000 customers and operates across various sectors, including Education, Finance, Health, Insurance, and Retail [10] Product Features - Zenvia Customer Cloud integrates AI to assist companies in managing customer experiences, enabling multichannel communication and providing a 360-degree view of customer behavior [3][8] - The solution offers self-service options for consumers and facilitates quick decision-making through centralized customer data [5][9] Benefits for Companies - Companies can achieve cost savings by eliminating the need for multiple software solutions and enhancing productivity through intelligent automation [5] - The AI capabilities allow for more assertive sales campaigns and improved customer service, leading to increased sales and customer engagement [4][7] Benefits for Consumers - Consumers experience more personalized interactions as the platform adapts to individual needs, increasing engagement and satisfaction [6][8] - The generative AI chatbot enhances the relationship between brands and customers by utilizing interaction history to provide tailored responses [6][7]

Financial Data and Key Metrics Changes - In Q2 2024, the company reported revenues of R$231 million, representing a 20% year-over-year growth, with adjusted gross profit also increasing by 20% [6][5] - EBITDA for Q2 2024 reached almost R$34 million, more than double compared to the same period last year, contributing to a total EBITDA of R$110 million over the last 12 months [5][10] - The adjusted gross margin remained stable at 43.3%, aligning with the company's 2024 guidance range [6][9] Business Line Data and Key Metrics Changes - The CPaaS segment grew by 22% in Q2 2024, following a 23% growth in Q1 2024, while the SaaS segment grew almost 16% in the same period [7][6] - CPaaS accounted for 66% of net revenues and 58% of gross profit in Q2 2024, while SaaS represented 34% of net revenues and 42% of gross profit [8][9] Market Data and Key Metrics Changes - The company is focusing on expanding its customer base in the SMB segment, while also seeing adoption from large enterprises for its new Zenvia Customer Cloud solution [19][18] - The company is preparing to expand operations outside Brazil, particularly in Argentina and Mexico, where it sees high growth potential [14] Company Strategy and Development Direction - The company is committed to rolling out the Zenvia Customer Cloud solution, which has received positive feedback from clients, enhancing customer retention and cross-adoption [2][4] - Future features of the GenAI chatbot will include real-time sentiment analysis and seamless integration with multiple systems, aimed at improving customer experience [4][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the full-year EBITDA guidance of R$120 million to R$140 million, despite seasonality effects expected in Q4 [13][14] - The company is focused on maintaining strict expense control, with G&A as a percentage of revenues decreasing to 14.4% in Q2 2024 from 19.4% in Q2 2023 [10][11] Other Important Information - The company has successfully managed to generate positive cash flow from operations after accounting for CapEx, projecting a positive R$80 million for 2024 [12][11] - The integration of acquired companies is nearing completion, with expected benefits in efficiency and cost structure [26][25] Q&A Session Summary Question: Feedback on migration to Zenvia Customer Cloud and client base cleanup - Management noted positive feedback from clients migrating to the Zenvia Customer Cloud, with expectations of increased retention and expansion [17][18] - The cleanup of the client base is largely complete, with no significant actions expected going forward [20] Question: Long-term margin profile and working capital management - Management indicated that long-term margins are expected to improve as SaaS becomes a larger portion of revenues, with a target of exceeding 50% [22][21] - The company clarified that it does not have negative working capital by nature, focusing on managing DSO and DPO effectively [24][23] Question: Funding gap and integration progress - The integration of acquired companies is in the final phase, with expected completion by early next year, leading to improved efficiency [26][25] - Management discussed ongoing liability management efforts, including potential equity conversion options to accelerate deleveraging [27][28] Question: Future AI features and team structure - The company is deploying various AI features to enhance customer engagement and operational efficiency [30][29] - Current team structure is deemed sufficient to support planned growth, with minor adjustments expected [31][32]

Core Viewpoint - Zenvia Inc. reported strong financial performance in Q2 2024, with significant revenue growth driven by both SaaS and CPaaS segments, alongside effective cost control measures leading to improved profitability metrics [1][2][3]. Financial Performance - Revenues for Q2 2024 reached BRL 231.2 million, a 19.8% increase from BRL 192.9 million in Q2 2023, driven by SaaS growth of 15.6% and CPaaS growth of 22.1% [3][14]. - Non-GAAP Adjusted Gross Profit for Q2 2024 was BRL 100.2 million, up 20.4% YoY, with a stable Non-GAAP Adjusted Gross Margin of 43.3% [15][31]. - Normalized EBITDA for Q2 2024 was BRL 33.7 million, reflecting a 126.1% increase from Q2 2023, while H1 2024 Normalized EBITDA reached BRL 56.8 million, up 150.0% YoY [1][17]. Cost Management - General and administrative expenses as a percentage of revenues decreased to 14.5% in H1 2024 from 18.5% in H1 2023, indicating strict cost control [1][2]. - G&A expenses were reduced by more than 10% YoY in Q2 2024, positively impacting EBITDA [2][15]. Customer Metrics - The total number of active customers decreased to 11,849, down 19.6% YoY, due to a client-base cleanup and the rollout of Zenvia Customer Cloud [4][13]. - The migration to Zenvia Customer Cloud has begun, with healthy levels of recurring revenue and churn observed [4][14]. Product Innovations - The soft launch of Zenvia Customer Cloud has been met with enthusiasm, and the company introduced a Generative AI Chatbot solution, resulting in 99 chatbots developed within two months across eight sectors in Latin America [2][4]. Guidance - The company reiterated its FY 2024 guidance, projecting revenues between BRL 930 million and BRL 970 million, with a year-over-year growth of 15% to 20% and Normalized EBITDA expected between BRL 120 million and BRL 140 million [18].

SÃO PAULO, Aug. 26, 2024 /PRNewswire/ -- Zenvia Inc. (NASDAQ: ZENV) (the "Company"), the leading cloud-based CX platform in Latin America, empowering companies to transform their customer journeys, today announced that its fiscal 2024 second quarter and first half results will be released after the market close on Thursday, September 5, 2024. The Company's senior management team will host a webcast to discuss the results and business outlook on Friday, September 6, 2024, at 10:00 am ET. To access the webcas ...

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 Zenvia Inc. (Exact name of registrant as specified in its charter) Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F. Contents Unaudited interim condensed consolidated statement of changes in equity 4 Unaudited interim condensed consolidated statement of financial position at March 31, 2024 (In thousands of Reais) | --- | --- | --- | -- ...

Normalized EBITDA of BRL 23.5 million Strict cost control led G&A as % of revenues to 14.7% in Q1 24 from 17.6% in Q1 23 SÃO PAULO, July 15, 2024 /PRNewswire/ -- Zenvia Inc. (NASDAQ: ZENV), the leading cloud-based CX solution in Latin America empowering companies to craft personal, engaging and fluid experiences throughout the customer journey, today reported its operational and financial metrics for the first quarter of 2024. Cassio Bobsin, Founder & CEO of ZENVIA, said: "The highlight of this first quarte ...

Thapana Onphalai Zenvia (NASDAQ:ZENV) is a software company based in Brazil that had a mixed performance over the last year as it was struggling with a liquidity gap. Today, with this issue solved and an ambitious cost-control campaign, the company is set for superior performance and growth. We think the stock is still significantly undervalued despite the recent rally as it does not take into account the strong growth. As suggested by market comps, the share price is undervalued by as much as 35%. When an ...

SÃO PAULO, June 20, 2024 /PRNewswire/ -- Zenvia Inc. (NASDAQ: ZENV), the leading cloud-based CX platform in Latin America empowering companies to craft personal, engaging and fluid experiences throughout the customer journey, announces the launch of its Generative AI Chatbot. This game-changing solution revolutionizes chatbot development, making it as simple and intuitive as a personal interaction and accessible to businesses of all sizes looking to improve and automate customer service. Key highlights incl ...

As filed with the Securities and Exchange Commission on May 14, 2024. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT ...