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TOTVS
TOTVS (TOTS3) investor relations material
TOTVS Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Adjusted EBITDA increased 24% year-over-year in 4Q25, with recurring revenue up 18% year-over-year.
Full-year 2025 saw adjusted EBITDA grow 22% year-over-year and recurring revenue rise 20% year-over-year.
Achieved strong top- and bottom-line growth in 2025, with momentum sustained throughout the year.
Positioned as a leader in B2B technology and AI for SMBs, launching LYNN, the first proprietary AI foundation in Brazil.
Focused on leveraging AI (ANI) to drive operational efficiency and new revenue streams, especially through TaaS (Task as a Service).
Financial highlights
4Q25 net revenue reached R$1,507 million, up 16% year-over-year and 3.3% sequentially.
Full-year 2025 net revenue totaled R$5,752 million, a 17% increase year-over-year.
Adjusted net income for 4Q25 was R$409 million, up 13% year-over-year.
Adjusted net income for 2025 was R$910 million, up 26% year-over-year.
Free Cash Flow in 4Q25 was R$317 million (+19% y/y); full year 2025 reached R$889 million (+21% y/y), converting 98% of Adjusted Net Income.
Outlook and guidance
Management highlighted ongoing growth in recurring revenue and margin expansion, with a focus on SaaS and AI-driven solutions.
AI-driven TaaS monetization is expected to accelerate revenue growth, with Management segment TaaS revenues up 37% y/y and further acceleration in early 2026.
Ongoing investment in AI and R&D, with R$600 million CAPEX planned over four years.
Detail LYNN's TaaS revenue growth drivers
RD Station's path to sustained margin growth
Impact of R$3B debenture on capital structure
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Next TOTVS earnings date
Q1 20267 May, 2026
TOTVS
Next TOTVS earnings date
Q1 20267 May, 2026
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Frequently asked questions
TOTVS S.A., provides business management systems and platforms, and related services in Brazil and internationally. It offers TOTVS Business Management System software solutions, including DANFE Viewer for mobile phones; e-Social that manages social security information for employers’ employees; Fagga MX, a cloud-based business management solution; TOTVS Protheus/Fiori, an on-premises cloud solution; and TOTVS TMS Solution Web that enables companies to control their means of transportation. The company also provides Microsiga Protheus, which provides integrated solutions ranging from financial management to production, materials management, and sales; education technology solutions; ERP solutions; omnichannel retail solutions; human resource solutions comprising time recording systems and human resources administration systems. In addition, it offers corporate performance management software solutions to planning, budgeting and consolidation processes. Further, the company provides support and training services through telephone assistance system or internet portal; implementation services; cloud platform services and technical support service plan; content authorization services; desktop outsourcing services and technical support services for implementation of PROtheus platform.
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