Grid Dynamics Holdings Inc
NASDAQ:GDYN

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Grid Dynamics Holdings Inc
NASDAQ:GDYN
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Price: 9.66 USD 1.79% Market Closed
Market Cap: 819.3m USD

Grid Dynamics Holdings Inc
Investor Relations

In the rapidly evolving landscape of digital transformation, Grid Dynamics Holdings Inc. has carved a significant niche as a purveyor of advanced IT services that drive innovation for its clientele. Established in 2006, Grid Dynamics emerged from the conviction that seamlessly integrating digital technologies with business processes could unlock unprecedented operational efficiencies and market opportunities. Specializing in the development of enterprise-level applications, Cloud and DevOps services, big data analytics, and machine learning solutions, the company positions itself as a critical partner for organizations seeking to modernize their IT infrastructure and gain a competitive edge. By fostering robust partnerships with tech giants like Google Cloud and Amazon Web Services, Grid Dynamics enhances its ability to deploy modern technologies effectively, ensuring its clients achieve agility and scalability.

Grid Dynamics' revenue model revolves around its prowess in providing customized technological solutions and consultancy services. The company generates income through long-term contracts with businesses across industries such as finance, retail, healthcare, and technology, which are keen on embedding digital prowess into their operations. By offering end-to-end project management—from ideation and consulting to implementation and maintenance—Grid Dynamics ensures a steady stream of income through its comprehensive service agreements. Moreover, its expertise in cutting-edge technology domains attracts continuous engagement from clients, enabling recurring revenues as clients adapt to ever-evolving digital landscapes. This dynamic approach not only fortifies Grid Dynamics' market position but also ensures its clients can navigate and thrive amid technological disruptions.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 30, 2025
AI Summary
Q3 2025

Record Revenue: Grid Dynamics posted all-time high Q3 revenue of $104.2 million, up 19.1% year-over-year, driven by strong AI demand.

AI Momentum: AI-related business grew 10% sequentially and now accounts for over 25% of organic revenue.

Share Buyback: The Board authorized a $50 million share repurchase program, about 15% of the company's cash, signaling management’s confidence.

Strong Pipeline: New large enterprise deals are multi-quarter and extend into 2026, reflecting improved client confidence and a structural demand recovery.

Margin Expansion: Management targets at least 300 basis points of margin improvement over the next 12 months, with a clear focus on pricing, cost optimization, and tech investment.

Guidance: Q4 revenue is guided at $105–107 million and full-year 2025 revenue expected between $410.7–412.7 million, representing 17.1–17.7% growth.

Partnerships Growing: Partner-influenced revenue surpassed 18% of total revenue, and management expects this to rise to 25–30% over time.

Key Financials
Revenue
$104.2 million
AI Revenue Share
over 25% of organic revenue
Partner-Influenced Revenue Share
over 18%
Gross Profit
$34.7 million
Gross Margin
33.3%
EBITDA
$12.7 million
EBITDA Margin
12.2%
Net Income
$1.2 million
EPS
$0.01
Cash and Cash Equivalents
$338.6 million
Headcount
4,971
Partner-Influenced Revenue Target
25–30%
Share Repurchase Program
$50 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Anil Kumar Doradla
CFO & Secretary
No Bio Available
Mr. Rajeev Sharma
Chief Technology Officer
No Bio Available
Mr. Valery Zelixon
Senior Vice President of Sales & Account Management
No Bio Available
Ms. Maria Vainer
Vice President of Human Resources
No Bio Available
Mr. Eugene Steinberg Ph.D.
Technical Fellow & Head of Digital Commerce
No Bio Available
Dr. Vadim Kozyrkov
Senior Vice President of Engineering & Strategic Account Development
No Bio Available
Mr. Vasily Sizov
Senior VP & Head of Americas
No Bio Available
Mr. Rahul Shah
Regional Head of India
No Bio Available

Contacts

Address
CALIFORNIA
La Jolla
7660 Fay Avenue, Suite H, Unit 339
Contacts
+16197366855.0
www.griddynamics.com