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Zenvia (ZENV) - 2025 Q2 - Earnings Call Presentation
Zenvia Zenvia (US:ZENV)2025-09-11 14:00

Financial Performance - Zenvia's net revenues increased from BRL 231 million in Q2 2024 to BRL 286 million in Q2 2025[4] - Non-GAAP adjusted gross profit increased from BRL 100.2 million in Q2 2024 to BRL 101 million in Q2 2025[11] - EBITDA decreased from BRL 34 million in Q2 2024 to BRL 11 million in Q2 2025[6] - General & Administrative (G&A) expenses decreased by 25% from H1 2024 to H1 2025, from BRL 64.6 million to BRL 48.2 million[14] Segment Performance - Zenvia Customer Cloud (SaaS) revenues increased 23% year-over-year[7] - CPaaS revenue mix increased, impacting gross profit[7] - SaaS revenue mix increased from 66% to 72%, while CPaaS decreased from 34% to 28%[8] - Non-GAAP adjusted gross margin for SaaS increased slightly from 54.5% to 55.4%[11] - Non-GAAP adjusted gross margin for CPaaS decreased from 43.3% to 24.1%[11] Strategic Initiatives - The company is on track to deliver expected savings of BRL 30-35 million from workforce reduction[13] - Zenvia Customer Cloud is on track for 25-30% growth in FY 2025[7]