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Locaweb Serviços de Internet (LWSA3) investor relations material
Locaweb Serviços de Internet Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved accelerated growth in Q3 2025, with net revenue up 10.9% year-over-year and strong operational fundamentals, driven by a 16.6% increase in the Commerce segment and robust GMV and TPV growth.
Subscriber base expanded to approximately 204,700, up 7.0% year-over-year, with ARPU in Commerce up 13%.
Significant divestments of non-core assets (Squid/Wake Creators and Nextios) sharpened strategic focus and improved capital allocation.
Delivered major product enhancements, including integration with TikTok Shop, TEMU, and launch of a digital account for SMEs.
Focused on growth acceleration, cash generation, product innovation, and organizational simplification.
Financial highlights
Net revenue reached R$387.4 million (+10.9% YoY); Commerce net revenue was R$283.4 million (+16.6% YoY).
Adjusted EBITDA was R$87.0 million (+18.1% YoY), with margin up 1.4 p.p. to 22.5%.
Free cash flow after capex was R$161.2 million YTD (14.6% margin), with R$70.5 million generated in Q3.
GMV for Q3 was R$20.3 billion (+16.8% YoY); TPV reached R$2.3 billion (+14.9% YoY).
Adjusted net income was R$56.6 million (+52.9% YoY); reported net loss of R$287.8 million due to non-cash divestment impacts.
Outlook and guidance
Management expects continued ARPU growth above inflation, supported by product improvements and digitalization trends.
Focus remains on operational efficiency, recurring revenue, and margin improvement post-divestments.
Black Friday and seasonal trends anticipated to support strong Q4 performance.
Digital Account and expanded financial services in testing to strengthen SMB ecosystem.
Disciplined execution and efficiency initiatives to drive profitable operations and recurring revenue streams.
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- BPT
H1 FY26 revenue hit $1B, with strong gas prices and LNG cargoes offsetting lower production. - CPAY
Record 2025 results and 2026 outlook driven by strong segment growth and capital deployment. - 032640
Net income surged 61.9% year-over-year, with strong wireless and enterprise growth. - LOT
A$76M equity raise supports Kayelekera ramp-up and Letlhakane development amid strong uranium demand. - SYM
Revenue up 29% to $630M, net income $13.36M, $22.3B backlog, strong cash, legal risks persist. - TENB
Record 2025 results with double-digit growth, strong cash flow, and expanding AI-driven platform. - DHX
Q4 2025 revenue down 10% YoY; FY 2026 guidance targets $118M–$122M revenue. - COHR
Q2 FY26 revenue up 17% to $1.69B, with strong EPS growth and robust datacenter demand. - ALGT
Q4 2025 saw record results and margin growth, with 2026 outlook boosted by Sun Country deal. - STC
Record bookings, strong cash flow, and margin expansion drive improved outlook.
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