Zenvia : September IR Newsletter

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Zenvia's Newsletter for Investors | September /2023

#5th Edition

Our Q2 2023 results displayed consistent growth and stability. We continued to manage the balance between revenue growth and profitability, a movement that helped us reach a positive Normalized EBITDA for the fourth quarter in a row while generating healthy cash flow, which ultimately helped us resolve our funding gap for the full year. In addition, we made strong progress integrating systems and platforms, which will allow us to begin capitalizing on the cross- selling opportunities of our unified platform.

To exceed our clients' expectations and the demands faced by our rapidly changing industry, we made significant leaps towards technological advancement, unveiling three new AI-powered features designed to redefine the customer experience. Our chatbots are now integrated with ChatGPT, making automated processes even more efficient, while our new "Understand" feature streamlines the customer support operations by providing automated, in-depth reports on client interactions. Lastly, our new Antifraud feature automatically detects and blocks fraudulent messages or harmful content.

Moving forward, we are energized by our 'One Zenvia' vision, which Cassio shared during our second quarter earnings conference call. At the heart of One Zenvia is our mission to deliver fluid, engaging, and uniquely tailored customer experiences by evolving our platform into a suite format, innovating with AI to improve our solutions and internal processes, and building a customer data platform to deepen our relationships with clients.

Our strategic trajectory is clear. In the upcoming quarters, we will concentrate on delivering key initiatives from our strategic roadmap,

including structuring projects that will accelerate product bundling and cross-selling, important steps towards making our vision of One Zenvia a reality.

Shay Chor

Chief Financial Officer

• Q2 & FY 2023 Results

On August 16, 2023, Zenvia reported its 2Q and H1 2023 results. Quarterly highlights include: revenue growth of 7.7%, reaching BRL 192.9 million, non-GAAP gross profit growth of 9.1%, reaching BRL 84.0 million, and EBITDA of BRL 15.2 million, up from negative BRL 15.3 million in Q2 2022.

H1 2023 highlights include: revenue of BRL 372.0 million, down 7.4% YoY, non-GAAP gross profit of BRL 176.5 million, up 22.7% YoY, leading to Non-GAAP gross margin of 47.4%, up 11.6%, and EBITDA of BRL 39.2 million, up from negative BRL 24.7 million in H1 2022.

For more details, you can access all earnings materials, including Earnings Release, Conference Call Presentation, Prepared Remarks and Financial Statements here, and the webcast replay here.

Check the replay

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• Strengthening the Zenvia Platform with AI

In May, we announced the integration of ChatGPTinto our chatbot, which can now be trained to search through and reuse documents

already created within the company, enabling a wider variety of questions to have automated answers, and opening many more doors for the future of the tool.

In June, we released Understand, a Chat GPT-3.5-based feature embedded into Zenvia Service that optimizes the customer service operations with artificial intelligence. This feature empowers customer support representatives with an easy-to-use platform that delivers automated reports with quantitative analysis on customer interactions, among other AI-powered features to enhance the customer journey.

Also in June, we announced an Antifraud feature, which is an important new security layer in Zenvia Attraction designed to reduce the transmission of fraudulent messages or harmful content on Zenvia systems through AI detection.

Each of these new features was conceived during Zenvia's "Hack-a- Bot," an internal hackathon for Humanz held in March 2023 to develop solutions for the end customer based on the Chat GPT 3.5 tool.

• M&A Podcast with Cassio Bobsin

Listen hereto the interview our CEO, Cassio Bobsin, gave to the M&A Talk Podcast, where he discussed Zenvia's journey since our inception, including our growth strategy through acquisitions before and after our IPO. Cassio also discussed trends and our applications of AI to speed up and boost our integration.

• ZENVIA Regains Compliance with Nasdaq

On September 22, 2023, Zenvia received a Notification Letter from Nasdaq's Listing Qualifications Department confirming that the Company has regained compliance with the minimum bid price requirement set forth in the Nasdaq Listing Rules. Zenvia's closing bid price was at or greater than the $1.00 per ordinary share minimum requirement for 10 consecutive business days, from September 8, 2023 to September 21, 2023. You can access the press release here.

Zenvia Mobile Serviços Digitais S.A, Avenida Paulista 2300 cj. 182 e 184, Bairro Bela Vista, São Paulo, SP

01310-300, Brasil

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