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    Maggie Nolan • William Blair & Company, L.L.C.

    Maggie Nolan's questions to Globant SA (GLOB) leadership

    Maggie Nolan's questions to Globant SA (GLOB) leadership • Q2 2025

    Question

    Maggie Nolan questioned whether the Globant Enterprise AI platform enhances customer stickiness compared to traditional projects. She also asked for details on large deals nearing closure and the expected growth trajectory by geography and vertical.

    Answer

    CEO Martín Migoya and CTO Diego Tártara described the Enterprise AI platform as a 'golden path' for AI adoption that provides governance and integration, thereby increasing stickiness. Migoya confirmed large deals are in advanced stages in US financial services and healthcare, and Latin American CPG. CFO Juan Urthiague added that Latin America is stabilizing while key US verticals show strong performance.

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    Maggie Nolan's questions to Magic Software Enterprises Ltd (MGIC) leadership

    Maggie Nolan's questions to Magic Software Enterprises Ltd (MGIC) leadership • Q2 2025

    Question

    Maggie Nolan from William Blair & Company, L.L.C. asked for commentary on the sales pipeline's development, including the size and types of deals, and questioned the strategy behind a small acquisition made in July.

    Answer

    CFO Asaf Berenstin identified Cloud and AI as significant pipeline drivers, with hundreds of projects underway. CEO Guy Bernstein added that many opportunities follow a 'land and expand' model, particularly in Generative AI. Regarding the acquisition, CTO Yuval Lavi clarified it was Axiom, a small consultancy with ~$2.5M in turnover, acquired to enhance the company's Faster AI operations in the U.S.

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    Maggie Nolan's questions to Genpact Ltd (G) leadership

    Maggie Nolan's questions to Genpact Ltd (G) leadership • Q2 2025

    Question

    Maggie Nolan of William Blair & Company, L.L.C. asked about the potential convergence of IT services and BPO driven by AI, and about the company's ability to decouple revenue from headcount over the long term, including key investment areas for its workforce.

    Answer

    CEO Balkrishan Kalra responded that Genpact's strategy is to leverage its 'last mile' expertise in process and domain with technology, noting clients seek value and outcomes rather than traditional service labels. On decoupling revenue from headcount, he described it as a multiyear transition, emphasizing the strategic goal of transforming the workforce into 'AI builders' and 'AI practitioners,' supported by the company's strong learning culture.

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    Maggie Nolan's questions to Epam Systems Inc (EPAM) leadership

    Maggie Nolan's questions to Epam Systems Inc (EPAM) leadership • Q2 2025

    Question

    Maggie Nolan from William Blair & Company inquired about how EPAM is measuring progress in upskilling its employee base for AI and the scale of this investment. She also asked about the company's goals for gross and operating margins by year-end and for 2026.

    Answer

    Balazs Fejes, President of Global Business & CRO, stated that over 80% of employees have completed an AI upskilling program launched in February 2024, with ongoing efforts to certify engineers and other staff. CFO Jason Peterson added that a key focus for margin improvement is utilization, aiming to exit the year around 77% or higher. He noted a focus on account margin and taking deals with appropriate profitability.

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