TOTVSpublic
TOTVS sells cloud (SaaS) and on-premise management software (ERP), plus fintech and marketing tools (RD Station). Its customers are mid-sized and large companies in manufacturing, retail, services, health, education, agribusiness, logistics and financial services, mainly in Brazil. It earns mostly recurring revenue: about 93% of net revenue in Q2 2026, with ARR of R$7.7 billion. Net revenue was above R$5.7 billion in 2025, and it is adding AI agents, with a launch planned for October 2026. It is listed on B3 (TOTS3), acquired Linx, and has roughly 10,000–12,000 employees.
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