Spoken Alpha
MELI
MERCADOLIBRE INC
Overview
MercadoLibre operates an e-commerce marketplace and fintech platform across Latin America, enabling buyers and sellers to transact online while providing digital payments, logistics, advertising, and financial services including credit, savings, and investment products to millions of users across 18 countries.
MERCADOLIBRE INC is a Consumer Cyclical company operating in Internet Retail with a $80.29B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 4, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0713 Q&A exchanges
- Q4 FY2025Earnings2026-02-2414 Q&A exchanges
- Q3 FY2025Earnings2025-10-3016 Q&A exchanges
- Q2 FY2025Earnings2025-08-0413 Q&A exchanges
- Q1 FY2025Earnings2025-05-0716 Q&A exchanges
- Q4 FY2024Earnings2025-02-2014 Q&A exchanges
- Q3 FY2024Earnings2024-11-0617 Q&A exchanges
- Q2 FY2024Earnings2024-08-0230 Q&A exchanges
- Q1 FY2024Earnings2024-05-0222 Q&A exchanges
- Q4 FY2023Earnings2024-02-2227 Q&A exchanges
- Q3 FY2023Earnings2023-11-0131 Q&A exchanges
- Q2 FY2023Earnings2023-08-0223 Q&A exchanges
- Q1 FY2023Earnings2023-05-0327 Q&A exchanges
- Q4 FY2022Earnings2023-02-2330 Q&A exchanges
- Q3 FY2022Earnings2022-11-0335 Q&A exchanges
- Q2 FY2022Earnings2022-08-0326 Q&A exchanges
- Q1 FY2022Earnings2022-05-0526 Q&A exchanges
- Q4 FY2021Earnings2022-02-2228 Q&A exchanges
- Q3 FY2021Earnings2021-11-0522 Q&A exchanges
- Q2 FY2021Earnings2021-08-0414 Q&A exchanges
- Q1 FY2021Earnings2021-05-0622 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-04EPS— vs $9.01—Rev— vs ——EODHD
- Q1 FY20262026-05-05EPS$8.23 vs $11.89-30.8%Rev$8.85B vs ——EODHD
- Q4 FY20252026-02-17EPS$11.03 vs $11.85-6.9%Rev$8.76B vs ——EODHD
- Q3 FY20252025-11-03EPS$8.32 vs $12.63-34.1%Rev$7.41B vs ——EODHD
- Q2 FY20252025-07-29EPS$10.31 vs $12.38-16.7%Rev$6.79B vs ——EODHD
- Q1 FY20252025-05-06EPS$9.74 vs $8.33+16.9%Rev$5.93B vs ——EODHD
- Q4 FY20242025-02-19EPS$12.61 vs $8.05+56.6%Rev$6.06B vs ——EODHD
- Q3 FY20242024-11-05EPS$7.83 vs $9.85-20.5%Rev$5.31B vs ——EODHD
- Q2 FY20242024-07-31EPS$10.48 vs $8.53+22.9%Rev$5.07B vs ——EODHD
- Q1 FY20242024-05-01EPS$6.78 vs $6.03+12.4%Rev$4.33B vs ——EODHD
- Q4 FY20232024-02-21EPS$3.25 vs $7.08-54.1%Rev$4.26B vs ——EODHD
- Q3 FY20232023-10-31EPS$7.16 vs $5.86+22.2%Rev$3.93B vs ——EODHD
- Q2 FY20232023-08-01EPS$5.16 vs $4.54+13.7%Rev$3.58B vs ——EODHD
- Q1 FY20232023-05-02EPS$3.97 vs $2.80+41.8%Rev$3.19B vs ——EODHD
- Q4 FY20222023-02-22EPS$3.25 vs $2.40+35.4%Rev$3.00B vs ——EODHD
- Q3 FY20222022-11-02EPS$2.56 vs $2.43+5.3%Rev$2.69B vs ——EODHD
- Q2 FY20222022-08-02EPS$2.43 vs $1.80+35.0%Rev$2.60B vs ——EODHD
- Q1 FY20222022-05-04EPS$1.30 vs $1.36-4.4%Rev$2.25B vs ——EODHD
- Q4 FY20212022-02-21EPS$-0.75 vs $0.99-100.0%Rev$2.13B vs ——EODHD
- Q3 FY20212021-11-03EPS$1.92 vs $1.29+48.8%Rev$1.86B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-04 | — | $9.01 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-05 | $8.23 | $11.89 | -30.8% | $8.85B | — | — | EODHD |
| Q4 FY2025 | 2026-02-17 | $11.03 | $11.85 | -6.9% | $8.76B | — | — | EODHD |
| Q3 FY2025 | 2025-11-03 | $8.32 | $12.63 | -34.1% | $7.41B | — | — | EODHD |
| Q2 FY2025 | 2025-07-29 | $10.31 | $12.38 | -16.7% | $6.79B | — | — | EODHD |
| Q1 FY2025 | 2025-05-06 | $9.74 | $8.33 | +16.9% | $5.93B | — | — | EODHD |
| Q4 FY2024 | 2025-02-19 | $12.61 | $8.05 | +56.6% | $6.06B | — | — | EODHD |
| Q3 FY2024 | 2024-11-05 | $7.83 | $9.85 | -20.5% | $5.31B | — | — | EODHD |
| Q2 FY2024 | 2024-07-31 | $10.48 | $8.53 | +22.9% | $5.07B | — | — | EODHD |
| Q1 FY2024 | 2024-05-01 | $6.78 | $6.03 | +12.4% | $4.33B | — | — | EODHD |
| Q4 FY2023 | 2024-02-21 | $3.25 | $7.08 | -54.1% | $4.26B | — | — | EODHD |
| Q3 FY2023 | 2023-10-31 | $7.16 | $5.86 | +22.2% | $3.93B | — | — | EODHD |
| Q2 FY2023 | 2023-08-01 | $5.16 | $4.54 | +13.7% | $3.58B | — | — | EODHD |
| Q1 FY2023 | 2023-05-02 | $3.97 | $2.80 | +41.8% | $3.19B | — | — | EODHD |
| Q4 FY2022 | 2023-02-22 | $3.25 | $2.40 | +35.4% | $3.00B | — | — | EODHD |
| Q3 FY2022 | 2022-11-02 | $2.56 | $2.43 | +5.3% | $2.69B | — | — | EODHD |
| Q2 FY2022 | 2022-08-02 | $2.43 | $1.80 | +35.0% | $2.60B | — | — | EODHD |
| Q1 FY2022 | 2022-05-04 | $1.30 | $1.36 | -4.4% | $2.25B | — | — | EODHD |
| Q4 FY2021 | 2022-02-21 | $-0.75 | $0.99 | -100.0% | $2.13B | — | — | EODHD |
| Q3 FY2021 | 2021-11-03 | $1.92 | $1.29 | +48.8% | $1.86B | — | — | EODHD |
Source: EODHD. MELI reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks MELI's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 60% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $5.14 | $4.22 | +21.9% | +3.7% | +3.3% |
| Q4 FY2026 | $5.50 | $4.39 | +25.3% | -2.3% | -1.2% |
| Q3 FY2026 | $5.22 | $4.23 | +23.3% | +0.8% | +1.5% |
| Q2 FY2026 | $4.97 | $4.33 | +14.7% | -4.7% | -2.7% |
| Q1 FY2025 | $5.41 | $4.46 | +21.4% | -3.0% | -3.6% |
| Q4 FY2025 | $5.60 | $4.51 | +24.1% | -7.1% | -6.0% |
| Q3 FY2025 | $4.93 | $4.26 | +15.8% | -4.9% | -5.0% |
| Q2 FY2025 | $5.65 | $4.56 | +23.8% | +1.8% | +2.9% |
| Q1 FY2024 | $5.26 | $4.41 | +19.2% | -4.1% | -3.8% |
| Q4 FY2024 | $4.87 | $4.35 | +12.0% | +0.6% | +0.1% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Marcelo MelamudSVP - Chief Accounting Officer4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Elias Fraiha Fernando YunesExecutive VP, Marketplace5 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
- Agustin Pablo CostaExecutive VP, Shipping5 mono recorded callsCurrentSample
OTHER since 2026 • 2/2 beats (100%) • last guidance cut Q3 FY2026
- Los Santos Martin DeCFO0 mono recorded callsFormerSample
CFO since 2023 • 8/12 beats (67%) • last guidance cut Q3 FY2026
- Gimenez OsvaldoPresident0 mono recorded callsFormerSample
PRESIDENT since 2024 • 6/8 beats (75%) • guidance suspended Q2 FY2026
- Marcos GalperinChairman of the Board0 mo3 callsFormerSample
OTHER since 2024 • 4/8 beats (50%) • guidance suspended Q2 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for MELI.
$ curl https://api.spokenalpha.com/v1/companies/MELIFAQ
Frequently asked about MELI
Where can I find MERCADOLIBRE INC's (MELI) earnings call transcripts?
Spoken Alpha indexes MELI's earnings call transcripts at https://spokenalpha.com/companies/MELI. Each call links to attributed speakers and parsed analyst Q&A. MERCADOLIBRE INC's own investor relations page is at https://investor.mercadolibre.com/.
When was MERCADOLIBRE INC's most recent earnings call?
MERCADOLIBRE INC (MELI) held its most recent earnings call on 2026-05-07, covering fiscal Q1 2026.
What sector is MELI in?
MERCADOLIBRE INC (MELI) operates in the Consumer Cyclical sector (Internet Retail industry).