Zenvia Inc Stock Price, News & Analysis

Zenvia Inc. (NASDAQ: ZENV) announced that Tencent Holdings Ltd. has acquired a 10.2% stake in its Class A common shares as per an SEC filing dated March 31, 2022. This acquisition translates to 1,795,100 shares, representing 4.3% of total common shares and 0.7% voting power. Zenvia's CEO, Cassio Bobsin, expressed optimism regarding this investment, highlighting the importance of strong shareholders for long-term growth. Tencent's Managing Director, Levin Yao, noted the positive market demand for digital communication platforms and acknowledged Zenvia's transition toward a software as a service model.

Zenvia Inc. (NASDAQ: ZENV) reported a remarkable growth in Q4 and FY 2021, with net revenues soaring 46.3% YoY to R$190.2 million in Q4 and 42.5% to R$612.3 million for the year. Highlights include a 1,330bps increase in adjusted gross margin, reaching 32.6% in Q4, and a significant shift in revenue sources, with 35% coming from beyond SMS. The company is optimistic about 2022, projecting revenues between BRL 875 million and 925 million, along with a gross margin expansion. Recent acquisitions, including Movidesk, are expected to contribute positively to future growth.

ZENVIA (NASDAQ: ZENV) has announced that it will release its fiscal fourth quarter and full year 2021 results after market close on March 16, 2022. A subsequent webcast hosted by ZENVIA's management team will occur on March 17, 2022, at 10:00 a.m. Eastern Time. Investors can access the webcast via the company's investor relations website. ZENVIA aims to enhance customer communication through its unified platform, offering a range of tools and channels to support businesses in creating personalized customer experiences.

ZENVIA (NASDAQ: ZENV) has announced an acceleration of the integration with D1 to enhance its go-to-market strategy and meet enterprise client demands for customized customer journey solutions. The new agreement for the acquisition of D1 involves a total payment of R$ 164 million in three installments, replacing a previously estimated earn-out of R$ 231 million. Additionally, Fernando Jorge Wosniak Steler has stepped down as a board member and D1 CEO, marking a leadership transition expected to last up to 180 days.

Zenvia Inc. (NASDAQ: ZENV) reported strong third quarter 2021 results, showcasing a 43.7% increase in net revenues to R$163.7 million and a 24.4% rise in active customers to 11,302. The company achieved an adjusted gross profit of R$57.8 million, marking a 61.5% growth, with a gross margin expansion to 35.3%. Revenue from Beyond SMS Termination contributed 32% to total revenues. Zenvia is leveraging acquisitions, including D1 and SenseData, to enhance its service offerings. Despite negative adjusted EBITDA of R$7.8 million for the first nine months of 2021, a normalized EBITDA of R$4.1 million was reported, demonstrating potential for future growth.

Zenvia (NASDAQ: ZENV) has completed the acquisition of SenseData, a SaaS company specializing in customer journey orchestration. This move is part of Zenvia's strategy to enhance its unified customer experience (CX) platform. The acquisition involved approximately 40% cash upfront and a performance-based earn-out until Q4 2023. SenseData reported a 75% increase in annual recurring revenue (ARR) to R$ 11 million and boasts a 60% adjusted gross margin. The deal is valued at a multiple of 2.2x EV/Sales for 2023.

ZENVIA Inc. (NASDAQ: ZENV) will release its third quarter 2021 results on November 16, 2021, after market close. A conference call and webcast will follow at 11:00 a.m. Eastern Time on November 17, 2021, to discuss these results. ZENVIA is focused on enhancing customer experience through its comprehensive communications platform, which integrates various tools and channels like SMS, Voice, and WhatsApp. For more details, please visit their Investor Relations page.

ZENVIA Inc. (NASDAQ: ZENV) announced the closing of a private placement of 3,846,153 Class A common shares to Twilio Inc. at a price of US$13.00 per share, raising US$50,000,000 in gross proceeds. Combined with its IPO, ZENVIA has raised approximately US$200,000,000. Funds will be allocated for the acquisition of Direct One and general corporate purposes, including software development and international expansion.

Zenvia Inc. announced the pricing of its initial public offering (IPO) of 11,538,461 Class A common shares at US$13.00 per share. Additionally, underwriters have an option for 1,730,769 shares. Trading on Nasdaq under the ticker ZENV is set to begin on July 22, 2021, with the offering closing on July 26, 2021. Concurrently, Twilio Inc. plans to purchase 3,846,153 shares at the same price in a private placement. The registration statement for the offering was approved by the SEC on July 21, 2021.