Globant SA
Investor Relations

Once a fledgling enterprise emerging from Buenos Aires in 2003, Globant SA has blossomed into a veritable force in the realm of digital and cognitive transformation. Born in a period of technological revolution, the company was strategically positioned to ride the waves of change that swept through industries globally. Initially capturing attention by providing software outsourcing services, Globant soon evolved, setting its sights on the broader horizon of digital innovation. At its core, Globant specializes in crafting transformative digital journeys using cutting-edge technologies such as artificial intelligence, blockchain, and cloud computing, propelling companies into the digital era with seamless precision. This Argentine tech powerhouse stands out in its ability to blend engineering and design, molding user-centric products for its clients across various sectors, from finance to entertainment.

Globant's unique business model thrives on fostering deep, strategic partnerships with its clients, focusing on collaboration that extends beyond traditional consulting. By embedding its teams within client operations, Globant identifies bespoke solutions, thereby co-creating value and fostering a long-term relationship that ensures recurring revenues. The company monetizes its expertise through a blend of fixed-price contracts and various agile service models, which allow flexibility and continuous adaptation to client challenges as they evolve. This hands-on approach not only fortifies client trust but also cements Globant's reputation as an indispensable partner in digital transformation. As industries brace for the future, Globant continues to leverage its innovative prowess, substantiating its role as a vanguard in the technology services landscape.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 13, 2025
AI Summary
Q3 2025

Revenue Beat: Q3 revenue reached $617.1 million, coming in $2 million above guidance and up 0.4% year-over-year.

Profitability: Adjusted operating margin rose 50 bps sequentially to 15.5%, while gross margin and net profit margin remained stable.

Strong Free Cash Flow: Generated $67.5 million in free cash flow, with a free cash flow to net income ratio exceeding 96%.

AI Strategy: AI-related solutions and the new AI Pods subscription model are gaining significant traction, with major client adoption and pipeline growth.

2025 Guidance Reaffirmed: Q4 revenue expected to be at least $605 million; full-year 2025 revenue guidance raised to at least $2.04474 billion.

Optimistic Outlook: Pipeline reached an all-time high of $3.7 billion (up 30% YoY), with management expressing optimism for 2026 growth as deal conversion accelerates.

Shareholder Return: Announced a $125 million share repurchase program, reflecting confidence in long-term growth.

Key Financials
Revenue
$617.1 million
Gross Profit Margin
38.1%
Operating Margin
15.5%
Adjusted Net Income
$69.7 million
Net Profit Margin
11.3%
Diluted EPS
$1.53
Free Cash Flow
$67.5 million
Free Cash Flow to Net Income Ratio
exceeding 96%
Cash and Short-Term Investments
$167 million
Net Debt
$205.3 million
Debt Repayment
$56.7 million
Share Repurchase Program
$125 million
Pipeline
$3.7 billion
Effective Tax Rate
29.4%
SG&A as % of Revenue
17.7%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Martin Migoya
Co-founder, Chairman, CEO & President
No Bio Available
Mr. Martín Gonzalo Umaran
Co-Founder, Chief Corporate Development Officer, Chairman for EMEA & Director
No Bio Available
Mr. Guibert Andres Englebienne
Co-Founder, President of Globant X, Globant Ventures & Latin America and Director
No Bio Available
Mr. Nestor Augusto Nocetti
Co-Founder & Executive VP of Corporate Affairs
No Bio Available
Mr. Juan Ignacio Urthiague
CFO & Investor Relations Officer
No Bio Available
Ms. Patricia Pomies
Chief Operating Officer
No Bio Available
Ms. Yanina Maria Conti
Chief Accounting Officer
No Bio Available
Mr. Diego Tartara
Global Chief Technology Officer
No Bio Available
Mr. Sebastian Arriada
Chief Information Officer
No Bio Available
Mr. Patricio Pablo Rojo
General Counsel
No Bio Available

Contacts

Address
Luxembourg
37A Avenue J-F Kennedy
Contacts
+35220301596.0
www.globant.com