Zenvia Successfully Renegotiates Movidesk Earnout Agreement
- Earnout Renegotiation: Zenvia has successfully renegotiated the earnout agreement for Movidesk, involving an outstanding amount of approximately BRL 253 million, demonstrating the company's financial management flexibility and responsiveness.
- Extended Payment Terms: The agreement extends payment terms to a total of 72 months, with final maturity in December 2032, which will assist Zenvia in optimizing cash flow management over the coming years.
- Debt-to-Equity Conversion Option: Zenvia has the option to convert approximately BRL 100 million of total debt into equity, a strategy that not only alleviates short-term financial pressure but may also enhance the company's flexibility in capital markets.
- Installment Payment Structure: Under the agreement, Zenvia will make installment payments from 2026 to 2032, with BRL 2 million paid in 12 monthly installments in 2026 and BRL 3 million in 2027, followed by 60 monthly installments for the remaining balance, which helps the company balance its financial obligations.
Trade with 70% Backtested Accuracy
Analyst Views on ZENV
About ZENV
About the author

- Earnout Renegotiation: Zenvia has successfully renegotiated the earnout agreement for Movidesk, involving an outstanding amount of approximately BRL 253 million, demonstrating the company's financial management flexibility and responsiveness.
- Extended Payment Terms: The agreement extends payment terms to a total of 72 months, with final maturity in December 2032, which will assist Zenvia in optimizing cash flow management over the coming years.
- Debt-to-Equity Conversion Option: Zenvia has the option to convert approximately BRL 100 million of total debt into equity, a strategy that not only alleviates short-term financial pressure but may also enhance the company's flexibility in capital markets.
- Installment Payment Structure: Under the agreement, Zenvia will make installment payments from 2026 to 2032, with BRL 2 million paid in 12 monthly installments in 2026 and BRL 3 million in 2027, followed by 60 monthly installments for the remaining balance, which helps the company balance its financial obligations.
- Business Independence: Zenvia has announced the spin-off of its CPaaS business unit into Zenvia CPaaS, aiming to enhance management efficiency through streamlined operations and optimized capital allocation, thereby better supporting its SaaS and AI strategic core.
- Executive Changes: The company also announced the departure of Chief Human Resources Officer Katiuscia Teixeira and Chief Technology Officer Lilian Lima, with Chief Financial and Investor Relations Officer Piero Rosatelli and Chief Revenue Officer Gilsinei Hansen taking over their respective departments, aiming to enhance operational flexibility through optimized leadership structure.
- Strategic Restructuring: This business separation and executive adjustments align with Zenvia's current strategic cycle, aiming to strengthen the company's ability to evaluate future opportunities through independent governance structures, thereby driving sustained growth in the Latin American market.
- Market Positioning: By establishing CPaaS as an independent unit, Zenvia reinforces its competitive edge in SaaS solutions in the Latin American market, which is expected to attract more customers and increase market share.
New CFO Appointment: Zenvia Inc. has appointed Mr. Piero Rosatelli as the new Chief Financial Officer and Investor Relations Officer, succeeding Mr. Shay Chor, who will assist as a consultant during the transition.
Mr. Rosatelli's Background: Rosatelli brings extensive experience in technology investments and strategic planning, having previously served as a managing partner at Oria Capital and held board positions at various companies.
Financial Performance: Zenvia Inc. reported a 23% year-over-year increase in revenues for its Zenvia Customer Cloud services, contributing to a total revenue of BRL 286 million in Q2 2025, despite facing profitability challenges in its CPaaS segment due to competitive pressures and rising costs.
Operational Strategy: The company is focused on transitioning to Zenvia Customer Cloud, with expectations of 25-30% growth for the full year 2025, while also implementing strict expense controls that have led to a 25% reduction in general and administrative expenses year-to-date.
Zenvia Inc. Financial Announcement
- Fiscal Second Quarter Results: Zenvia Inc. will release its fiscal second quarter 2025 results on September 10, 2025, after market close.
- Webcast Discussion: A webcast to discuss the results and business outlook is scheduled for September 11, 2025, at 10:00 am ET.
Company Overview
- About Zenvia: Zenvia is a leading cloud-based customer experience (CX) platform in Latin America, focusing on enhancing customer journeys through a unified, multi-channel platform.
- Customer Base and Expertise: The company has over 10,000 customers and two decades of industry experience, helping businesses improve brand presence, sales, and customer support across Latin America.
Financial Performance Overview: Zenvia Inc. reported a 39% increase in revenues for Q1 2025, reaching BRL 296 million, driven by strong growth in CPaaS services, although gross profit decreased due to higher SMS costs and lower margins from large clients.
Operational Transition and Cost Management: The company is transitioning to the Zenvia Customer Cloud, which is expected to enhance performance in the long term, while successfully reducing general and administrative expenses by 24% year-over-year, resulting in a normalized EBITDA of BRL 20 million.







