Teltec grows 33% in 2025, projects R$ 449 million in 2026, and advances its internationalization plan

Company closes the year with R$ 394 million in revenue, bets on AI and managed services, and prepares to enter Latin America.

Celebrating 35 years of operation, Teltec concludes 2025 with a revenue of R$ 394 million and a growth of 33% compared to the previous year. The company starts 2026 aiming at new markets and projects to reach R$ 449 million in revenue, while also structuring its international expansion with the opening of a subsidiary in the United States.

The figures were presented during a press conference held in São Paulo, where the company also detailed the next steps of its strategy. Today, the group is formed by two main fronts. Teltec Solutions, focused on cybersecurity and critical infrastructure, and Teltec Data, focused on cloud environments.

Together, the units advanced at distinct but complementary paces. Teltec Solutions recorded revenue of R$ 213 million, a 44% increase, while Teltec Data reached R$ 181 million, with a growth of 27%.

A significant part of this advancement comes from managed services. The SOC, Security Operations Center, was the main driver of internal growth, expanding by 53% during the period.

According to Rafael Araújo Silva, director of Teltec Solutions, this movement aligns with a broader shift in the market. “There is a trend towards outsourcing critical security operations,” he states.

Strategy Based on History

If the growth is noteworthy, the explanation, according to the company, lies less in recent movements and more in decisions accumulated over time.

“Corporate clients do not buy rhetoric, they buy history,” says the CEO, Diego Brites, summarizing the logic that guides the operation. Among the cited pillars are continuous investment in certifications, talent retention, and the refusal to offer solutions misaligned with clients' needs.

By the end of 2025, Teltec has 270 employees and more than 580 active technical certifications. The client base exceeds one thousand, with 99 new accounts added during the year. Among its partner ecosystem are companies like Microsoft, Cisco, Palo Alto Networks, CrowdStrike, F5 and Darktrace.

AI Pressures Security and Accelerates Attacks

This positioning becomes even more relevant in the face of a rapidly transforming scenario. During the press conference, artificial intelligence emerged as one of the main vectors of change, both for defense and for attack.

According to executives, the time to exploit vulnerabilities has drastically decreased, dropping from months to minutes in some cases. At the same time, ransomware attacks have become quieter and more prolonged. Intruders can remain, on average, six months within environments before triggering the lockout, even compromising backup systems.

In this context, the double extortion model, which combines data kidnapping with the threat of leakage, is no longer an exception and begins to dictate the dynamics of negotiations.

With this scenario in mind, Teltec plans to invest R$ 20 million in five fronts by 2029. Among them are the development of its own AI platform for automating IT tasks, the evolution of the SOC using intelligent agents, and initiatives aimed at training professionals.

International Expansion Takes Shape

At the same time as it reinforces local operations, the company begins to structure its presence outside the country.

The opening of a subsidiary in the United States, with an initial base in Miami, is the first step. The idea is, initially, to serve Brazilian clients with operations abroad and then to expand its activities in Latin America.

In practice, this movement has already begun. The company recently completed a project in Uruguay for a client with international presence, indicating how the expansion should occur gradually.

The company's assessment is that there is space, especially among medium-sized organizations and digital businesses, which are still not fully served by integrators with high technical specialization.

As a result, Teltec sets a long-term goal. To exceed R$ 700 million in revenue by 2029.

Data Centers Expose Local Challenges

The advancement of artificial intelligence is also evident in infrastructure. The demand for data centers is growing, driven by intensive processing and GPU usage.

During the press conference, Brites mentioned estimates of global investments that could total US$ 600 billion by 2026.

Nevertheless, Brazil faces difficulties in capturing part of this movement. The executive mentions the paralysis of Redata in the Senate and the progress of countries like Argentina and Uruguay in attracting these projects.

In the company's view, the country is missing out on exploring a significant advantage. The predominantly clean energy matrix, which gains weight in a context of increased pressure on energy and water consumption.

Given this scenario, Teltec does not bet on a replacement between models.

For Brites, the discussion has already shifted focus. “The world is ‘and’, not ‘or’,” he states, advocating for the coexistence between on-premises and cloud environments, a trend that intensifies with the demand generated by AI.