Zenvia Inc. (ZENV) Q2 2025 Earnings Call Transcript

Operator

Good morning, and thank you for standing by. Welcome to Zenvia’s Q2 2025 Earnings Conference Call. Today, Shay Chor, CFO and Investor Relations Officer, will be our speaker. And both he and Mr. Cassio Bobsin, Zenvia’s Founder and CEO, who will be available for the Q&A session. Please be advised that today’s conference is being recorded, and a replay will be available at the company’s IR website, where you can also access today’s presentation. [Operator Instructions] Now I’d like to welcome Shay Chor. Sir, the floor is yours.

Shay Chor
Chief Financial Officer

Hello, everyone. Thank you for being with us here today to discuss Zenvia’s second quarter and first half 2025 results. I’m Shay Chor, CFO and IRO.

Let’s start with a snapshot of Q2 ’25 performance where you can see all the main financial KPIs of the period. As we pointed out in our first quarter earnings call, the second quarter delivered the financial performance following the same trend we saw in Q1. It was another period of strong top line growth of 24%, mainly driven by CPaaS and also highlighted by the continued advance with the rollout of the Zenvia Customer Cloud.

While we are making steady progress on the evolution of Zenvia Customer Cloud and on streamlining our operations in line with our plans, as I will detail in this presentation, it’s important to recognize the environment we are operating in, especially on the CPaaS side. The market remains highly volatile and extremely competitive, which has been putting pressure on our profitability in the short term.