VTEX, a Grand Cayman-based company that helps retailers build e-commerce businesses, reported fourth-quarter profit of $9.8 million, or 5 cents per share, matching Wall Street expectations. Revenue reached $68 million for the quarter. For the full year, VTEX posted profit of $20 million, or 11 cents per share, with revenue of $240.5 million. The results met analyst estimates surveyed by Zacks Investment Research.

VTEX, a commerce platform provider, reported fourth-quarter 2025 revenue of $68.0 million, up 10.5% year-over-year, with subscription revenue reaching $66.7 million. The company achieved non-GAAP operating income of $16.2 million and non-GAAP net income of $13.9 million. For the full year 2025, VTEX generated $240.5 million in revenue, up 6.1% year-over-year, whilst GMV reached $20.5 billion. The company now serves approximately 2,200 customers across 44 countries, with 158 customers generating over $250,000 in annual recurring revenue. VTEX executed its remaining share repurchase authorization in Q4, buying back 5.1 million shares for $21.3 million. The board subsequently authorized a new $50.0 million repurchase programme. The company reduced headcount by 16.7% year-over-year to 1,139 employees whilst expanding its multi-product platform focused on B2B, retail media and AI capabilities.

VTEX has acquired Newtail, a startup specializing in retail media, for an undisclosed amount between $1 million and $10 million. This acquisition aims to expand VTEX's retail media platform by adding new advertisers and retailers, including non-VTEX clients like Casas Bahia. Newtail's founders will remain with VTEX. The company plans to consolidate the retail media market, starting in Brazil and expanding to Latin America and the US.