ZENV Earnings

ZENV reported its earnings on 2025-09-10, showcasing a revenue of 0.00 against an estimate of 45.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0 by 0% . The stock experienced a -25.49% price change on the earnings day and a -33.33% change over the next five days, reflecting market reactions to the results.

Following ZENV's earnings announcement on 2025-09-10, the stock price moved by -25.49% on the day of the release. Over the subsequent five days, it saw a -33.33% change. Historically, ZENV's stock price tends to shift by an average of +11.46% in the 10 days leading up to earnings and +6.16% in the 10 days following, providing insight into potential market.

For 2025/Q3, analysts estimate ZENV’s annual revenue to reach 287.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between ZENV's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ZENV's stock price typically moves by +11.46% in the 10 days before its earnings and +6.16% in the 10 days after. For the upcoming 2025/Q3 earnings, analysts expect an EPS of 0.00 and revenue of 287.00M.

The earnings call reflects mixed signals. Positive aspects include 24% revenue growth and a promising outlook for Zenvia Consumer Cloud. However, challenges like declining gross margins, competitive pressures, and cost increases from carriers are concerning. The Q&A session revealed management's optimism about future growth but lacked clarity on divestitures and specific guidance, which may cause investor uncertainty. Overall, the positive growth potential is counterbalanced by current profitability challenges and lack of detailed guidance, resulting in a neutral sentiment.