VTEX has announced a major evolution of its technology, placing AI at the core of its architecture and positioning itself as an AI-native commerce suite. The update, unveiled at VTEX Day as part of VTEX Vision 2026, aims to automate operations, personalise customer experiences and expand advertising monetisation. The company introduced three primary platforms: VTEX Commerce Platform, featuring AI workspace with autonomous agents and AI personal shopper; VTEX CX Platform, offering agentic multichannel experiences and autonomous post-sales handling with over 91% AI-assisted automation; and VTEX Ads Platform, with AI campaign management and brand insights. VTEX also announced integration with Google's Universal Commerce Protocol, enabling discovery and checkout directly in Gemini and Google AI Mode. The company currently serves 2,200 customers across 44 countries.

Vtex, a software-as-a-service digital commerce platform provider, reported Q4 2025 results with a record gross margin of 79.6% and subscription revenue of $66.7 million. The company achieved a non-GAAP operating margin of 23.8% despite cyclical macro headwinds in Brazil and Argentina. To improve operational efficiency, Vtex reorganised its sales and marketing teams, reducing headcount by approximately 100 positions and centralising global operations. The company is focusing growth on four strategic areas: global expansion, B2B commerce, retail media and AI-first product development. Non-Latin American markets grew 22% in 2025, whilst Vtex Ads retail media engine transitioned from pilot to core growth driver. The company now serves 158 customers generating over $250,000 in annual recurring revenue.

VTEX, an enterprise commerce platform, reported Q4 2025 earnings, addressing below-target growth and outlining a four-pillar strategy to accelerate expansion. Co-CEO Geraldo Thomaz attributed recent underperformance to cyclical factors: challenging macroeconomic conditions in Brazil and Argentina, increased marketplace competition, and longer enterprise sales cycles as companies reassess priorities amid AI developments. The company is focusing on four growth levers: global expansion, B2B, retail media and AI. These areas represented approximately 15% of subscription revenue in Q4, growing roughly 20% year-over-year and contributing nearly half of total subscription revenue growth. VTEX's enterprise customers generating over $250,000 in annual recurring revenue reached 158, with this cohort growing 13% year-over-year. Global markets delivered 22% subscription revenue growth in 2025, demonstrating traction beyond Latin America.