VTEX
Software - Application · Technology
Analyst
UBS
Equibles does not estimate personal net worth.
Gustavo Farias is recorded as Analyst at UBS. Gustavo Farias has spoken on 6 earnings calls across 6 companies, most recently for Vtex on August 6, 2026. Those appearances were for Vtex (VTEX), Millicom International Cellular SA (TIGO), Globant S.A. (GLOB), CI&T Inc (CINT), Tim S.A. (TIMB) and 1 other company. The companies whose calls Gustavo Farias spoke on are classified in the Technology and Communication Services sectors.
“So my questions are the first one on B2B. If you could give us more color on the new go-to-market strategy and your expectations for B2B in Latin. And my second question, double-click on the softness you are seeing in small and medium clients.”
“Regulator requires a third player in the mobile market. Just wondering, does it change anything on your current strategy or there's nothing to be said here?”
“Hi everyone, my question is on check to location, so buybacks of course suggest the confidence we have in this talk, but on the other hand it could limit potentially strategic M&A.”
“So the first one about VA tech and B2B in general. What could we expect on this line in terms of growth going forward? Just a consultation. Is this line already embedded in the guidance for the year? and, well, in general, how are we thinking about B2B, both organically or inorganically going forward?”
UBS
Analyst
Transcript header (unverified)
VTEX
Software - Application · Technology
Telecom Services · Communication Services
GLOB
Information Technology Services · Technology
CINT
Software - Infrastructure · Technology
TIMB
Telecom Services · Communication Services
Telecom Services · Communication Services