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Zenvia Announces New Strategic Cycle

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Zenvia (NASDAQ:ZENV), a leading SaaS provider for customer experience in Latin America, has announced its new strategic cycle starting January 2025. The company's core focus will be accelerating the growth of Zenvia Customer Cloud, their unified customer experience solution launched in 2024.

The platform integrates all customer journey stages with AI capabilities and served 5,700 companies in 2024, generating estimated revenue between R$180-200 million. The company projects 25-30% growth in 2025, with gross margins of 68-70% and positive EBITDA.

As part of the strategic shift, Zenvia plans to evaluate divestment opportunities for non-core assets and has announced a 15% workforce reduction, expected to result in cost savings of R$30-35 million in 2025. The company aims to streamline operations through a new unified operating model with increased automation and AI utilization, while developing its partner ecosystem.

Zenvia (NASDAQ:ZENV), un fornitore leader di SaaS per l'esperienza del cliente in America Latina, ha annunciato il suo nuovo ciclo strategico a partire da gennaio 2025. Il focus principale dell'azienda sarà accelerare la crescita di Zenvia Customer Cloud, la loro soluzione unificata per l'esperienza del cliente lanciata nel 2024.

La piattaforma integra tutte le fasi del percorso del cliente con capacità AI e ha servito 5.700 aziende nel 2024, generando un fatturato stimato tra R$180-200 milioni. L'azienda prevede una crescita del 25-30% nel 2025, con margini lordi del 68-70% e un EBITDA positivo.

Come parte del cambiamento strategico, Zenvia prevede di valutare opportunità di dismissione per beni non core e ha annunciato una riduzione del personale del 15%, che si prevede porterà a risparmi sui costi di R$30-35 milioni nel 2025. L'azienda punta a razionalizzare le operazioni attraverso un nuovo modello operativo unificato con maggiore automazione e utilizzo dell'AI, mentre sviluppa il suo ecosistema di partner.

Zenvia (NASDAQ:ZENV), un proveedor líder de SaaS para la experiencia del cliente en América Latina, ha anunciado su nuevo ciclo estratégico que comenzará en enero de 2025. El enfoque principal de la empresa será acelerar el crecimiento de Zenvia Customer Cloud, su solución unificada de experiencia del cliente lanzada en 2024.

La plataforma integra todas las etapas del viaje del cliente con capacidades de IA y sirvió a 5,700 empresas en 2024, generando ingresos estimados entre R$180-200 millones. La compañía proyecta un crecimiento del 25-30% en 2025, con márgenes brutos del 68-70% y EBITDA positivo.

Como parte del cambio estratégico, Zenvia planea evaluar oportunidades de desinversión para activos no esenciales y ha anunciado una reducción del 15% en la plantilla, que se espera resulte en ahorros de costos de R$30-35 millones en 2025. La empresa busca optimizar las operaciones a través de un nuevo modelo operativo unificado con mayor automatización y utilización de IA, mientras desarrolla su ecosistema de socios.

젠비아 (NASDAQ:ZENV), 라틴 아메리카의 고객 경험을 위한 선도적인 SaaS 제공업체가 2025년 1월부터 새 전략 주기를 시작한다고 발표했습니다. 회사의 핵심 초점은 2024년에 출시된 통합 고객 경험 솔루션인 젠비아 고객 클라우드의 성장을 가속화하는 것입니다.

이 플랫폼은 고객 여정의 모든 단계를 AI 기능과 통합하며, 2024년에 5,700개의 기업에 서비스를 제공하여 약 R$180-200 백만의 수익을 창출했습니다. 회사는 2025년에 25-30%의 성장을 예상하며, 총 이익률은 68-70%, 긍정적인 EBITDA를 목표로 하고 있습니다.

전략적 변화의 일환으로, 젠비아는 비핵심 자산의 매각 기회를 평가할 계획이며, 15%의 인력 감축을 발표했습니다. 이는 2025년에 R$30-35 백만의 비용 절감을 가져올 것으로 예상됩니다. 회사는 증가된 자동화와 AI 활용을 통해 새로운 통합 운영 모델로 운영을 간소화하고, 파트너 생태계를 발전시키는 것을 목표로 하고 있습니다.

Zenvia (NASDAQ:ZENV), un fournisseur SaaS leader dans l'expérience client en Amérique Latine, a annoncé son nouveau cycle stratégique débutant en janvier 2025. L'objectif principal de l'entreprise sera d'accélérer la croissance de Zenvia Customer Cloud, leur solution unifiée d'expérience client lancée en 2024.

La plateforme intègre toutes les étapes du parcours client avec des capacités d'IA et a servi 5 700 entreprises en 2024, générant un chiffre d'affaires estimé entre R$180-200 millions. L'entreprise prévoit une croissance de 25-30 % en 2025, avec des marges brutes de 68-70 % et un EBITDA positif.

Dans le cadre de ce changement stratégique, Zenvia prévoit d'évaluer des opportunités de désinvestissement pour des actifs non essentiels et a annoncé une réduction de 15 % de sa main-d'œuvre, censée générer des économies de coût de R$30-35 millions en 2025. L'entreprise vise à rationaliser ses opérations grâce à un nouveau modèle opérationnel unifié avec une utilisation accrue de l'automatisation et de l'IA, tout en développant son écosystème de partenaires.

Zenvia (NASDAQ:ZENV), ein führender SaaS-Anbieter für Kundenerlebnisse in Lateinamerika, hat seinen neuen strategischen Zyklus, der im Januar 2025 beginnt, angekündigt. Der Hauptfokus des Unternehmens wird darauf liegen, das Wachstum von Zenvia Customer Cloud, ihrer im Jahr 2024 eingeführten einheitlichen Kundenerlebnislösung, zu beschleunigen.

Die Plattform integriert alle Phasen der Kundenreise mit KI-Funktionen und bediente 2024 5.700 Unternehmen, was zu einem geschätzten Umsatz zwischen R$180-200 Millionen führte. Das Unternehmen prognostiziert für 2025 ein Wachstum von 25-30 %, mit Bruttomargen von 68-70 % und positivem EBITDA.

Im Rahmen des strategischen Wandels plant Zenvia, Abstoßungsmöglichkeiten für nicht zum Kerngeschäft gehörende Vermögenswerte zu evaluieren, und hat eine Reduzierung der Belegschaft um 15 % angekündigt, die voraussichtlich zu Kosteneinsparungen von R$30-35 Millionen im Jahr 2025 führen wird. Das Unternehmen zielt darauf ab, die Abläufe durch ein neues einheitliches Betriebsmodell mit erhöhtem Automatisierungs- und KI-Einsatz zu optimieren und gleichzeitig sein Partner-Ökosystem zu entwickeln.

Positive
  • Generated R$180-200 million revenue from Customer Cloud platform in 2024
  • Projects 25-30% growth for 2025
  • Expects 68-70% gross margin and positive EBITDA
  • Cost reduction of R$30-35 million expected from restructuring
  • Strong international presence with 20% of customers from outside Latin America
Negative
  • 15% workforce reduction announced
  • Potential asset divestitures may impact short-term revenue

Insights

The strategic shift towards Zenvia Customer Cloud represents a significant business transformation with tangible financial implications. The projected revenue of R$180-200 million from this segment in 2024, coupled with an anticipated growth rate of 25-30% in 2025 and impressive gross margins of 68-70%, signals robust unit economics. The announced 15% workforce reduction is expected to yield cost savings of R$30-35 million in 2025.

The company's focus on divesting non-core assets could improve capital efficiency and strengthen the balance sheet. With 5,700 customers already using the platform, including 20% international clients, the Product Led Growth strategy appears to be gaining traction. The AI-driven unified platform model should enable better operational leverage and higher margins compared to traditional CX solutions.

Zenvia's strategic pivot towards an AI-enhanced unified CX platform aligns with evolving market dynamics. The integration of attract, convert, serve and nurture stages into a single platform addresses a critical pain point in the B2C space. The flexible adoption model and PLG approach are particularly noteworthy, as they reduce friction in customer acquisition and expansion.

The deep integration of acquired technologies into Zenvia Customer Cloud demonstrates successful M&A execution. The emphasis on artificial intelligence and automation in the platform architecture positions Zenvia competitively in the rapidly evolving CX market, especially in Latin America where digital transformation is accelerating. The international customer base suggests potential for broader geographic expansion.

This strategic realignment positions Zenvia to capitalize on the growing demand for integrated CX solutions in Latin America. The focus on Zenvia Customer Cloud as the core business, combined with international expansion efforts, suggests a clear path to scaling revenue. The partner ecosystem development strategy could accelerate market penetration and create additional revenue streams.

The restructuring, while potentially disruptive in the short term, should result in a more streamlined operation better aligned with market demands. The company's transformation from a traditional communications provider to a comprehensive CX SaaS platform provider reflects market evolution and positions it more favorably against global competitors. The positive EBITDA margin guidance for the Cloud segment indicates a sustainable business model.

Zenvia Customer Cloud is the result of innovation and integration of acquisitions that position

Zenvia as one of the leading SaaS providers for customer experience

SÃO PAULO, Jan. 13, 2025 /PRNewswire/ -- Zenvia (NASDAQ:ZENV) (the "Company"), one of the leading SaaS providers for customer experience (CX) in Latin America, announces the beginning of its new strategic cycle.

Since its inception 21 years ago, Zenvia's mission has always been to revolutionize the experience customers have with companies and brands, and with each new strategic cycle, the Company continues to expand its vision. The launch of Zenvia Customer Cloud in 2024 marks the end of the Company's latest strategic cycle, which began in 2018 and aimed to expand its CX SaaS portfolio by combining investments in M&A and R&D, making Zenvia one of the segment leaders in Latin America. From January 2025, the Company will begin its new strategic cycle, focused on accelerating the growth of Zenvia Customer Cloud - our new core business and our most complete unified customer experience solution.

Zenvia Customer Cloud is a solution that integrates all stages of the customer journey—attract, convert, serve, and nurture—personalizing every interaction from the first contact to post-sales service with extensive use of Artificial Intelligence (AI) tools. With an innovative business model enabling flexible adoption, organizations can easily begin and progressively expand their use of the software, providing Zenvia with what we believe to be a highly scalable revenue growth stream.

Zenvia Customer Cloud is the result of the deep integration of the Company's CX SaaS tools, resulting in a totally unified solution for the customer. Launched in 2024 and leveraged by Product Led Growth (PLG) strategies and international expansion, Zenvia Customer Cloud was already used by 5,700 companies, 20% of which were international customers, and we estimate it generated revenue between R$180 million and R$200 million in the year ended December 31, 2024. We estimate that this operation will grow between 25% and 30% in 2025, with a gross margin of between 68% and 70% and a positive EBITDA margin.

To reinforce the focus on its new strategic core business, the Company will proactively evaluate opportunities to divest assets that fall outside the scope of Zenvia Customer Cloud.

We believe that the combination of the new unified operating model, featuring a high degree of automation and AI utilization, along with the development and acceleration of its partner ecosystem, will streamline operations and simplify the Company's structure. As a result, Zenvia is announcing today a workforce reduction of approximately 15%, that is expected to result in cost savings between R$30 million and R$35 million in 2025, already factoring in severance expenses.

Cassio Bobsin, Zenvia's CEO, commented: "We are entering a new phase, building upon the solid foundation we have established throughout our history. The customer experience market is one that has benefited the most from the evolution in technology and artificial intelligence, unlocking new opportunities for our organization. The consolidation of Zenvia Customer Cloud marks the start of an exciting new chapter, positioning us as one of the most comprehensive unified SaaS CX solutions for B2C companies." 

Shay Chor, Zenvia's CFO & DRI, commented: "As we embark on our new strategic cycle, our focus is firmly on Zenvia Customer Cloud. We will carefully evaluate opportunities to divest non-core assets to optimize our capital structure and concentrate on expanding our ecosystem. We are confident that these actions will result in a more efficient company with exceptionally solid business metrics, enabling us to unlock significant value for our shareholders."

Conference call for investors. Zenvia's management team will hold a webcast to provide further details about this announcement on Tuesday, January 14, 2025, at 10:00 a.m. ET. To access the webcast, click here.

Further information about Zenvia can be found at investors.zenvia.com.

About Zenvia

Zenvia (NASDAQ: ZENV) is a technology company dedicated to shaping a new world of customer experiences. Through its Zenvia Customer Cloud solution, the company empowers businesses to deliver personalized, engaging, and fluid experiences across the entire consumer journey, leveraging data and advanced Artificial Intelligence (AI) tools. With 21 years of expertise and thousands of clients across Latin America, Zenvia helps businesses in all sectors strengthen their brands, boost sales, and enhance customer service—driving greater operational efficiency, productivity, and results from a single platform. For more information, visit our website and follow our social media profiles on LinkedIn, Instagram, TikTok and YouTube.

Forward-Looking Statements

This press release may include forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are made as of the date they were first issued and were based on current expectations, estimates, forecasts, and projections, as well as the beliefs and assumptions of management. Words such as "expect," "anticipate," "should," "believe," "hope," "target," "project," "goals," "estimate," "potential," "predict," "may," "will," "might," "could," "intend," variations of these terms or the negative of these terms and similar expressions are intended to identify these statements. Forward-looking statements are subject to a number of risks and uncertainties, many of which involve factors or circumstances that are beyond Zenvia's control. Zenvia's actual results could differ materially from those stated or implied in forward-looking statements due to several factors, including but not limited to: our ability to innovate and respond to technological advances, changing market needs and customer demands, our ability to successfully acquire new businesses as customers, acquire customers in new industry verticals and appropriately manage international expansion, substantial and increasing competition in our market, compliance with applicable regulatory and legislative developments and regulations, the dependence of our business on our relationship with certain service providers, among other factors.

 

Cision View original content:https://www.prnewswire.com/news-releases/zenvia-announces-new-strategic-cycle-302349382.html

SOURCE Zenvia

FAQ

What is Zenvia's projected revenue growth for 2025?

Zenvia (ZENV) projects growth between 25% and 30% for 2025 for its Customer Cloud platform.

How much cost savings will ZENV's workforce reduction generate in 2025?

Zenvia's 15% workforce reduction is expected to generate cost savings between R$30 million and R$35 million in 2025.

What was Zenvia Customer Cloud's revenue in 2024?

Zenvia Customer Cloud generated estimated revenue between R$180 million and R$200 million in 2024.

What are the projected gross margins for Zenvia's Customer Cloud in 2025?

Zenvia projects gross margins between 68% and 70% for its Customer Cloud platform in 2025.

How many companies used Zenvia Customer Cloud in 2024?

5,700 companies used Zenvia Customer Cloud in 2024, with 20% being international customers.

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