Earnings summaries and quarterly performance for GRID DYNAMICS HOLDINGS.
Executive leadership at GRID DYNAMICS HOLDINGS.
Board of directors at GRID DYNAMICS HOLDINGS.
Research analysts who have asked questions during GRID DYNAMICS HOLDINGS earnings calls.
Mayank Tandon
Needham & Company, LLC
4 questions for GDYN
Puneet Jain
JPMorgan Chase & Co.
4 questions for GDYN
Bryan Bergin
TD Cowen
3 questions for GDYN
Margaret Nolan
William Blair & Company
2 questions for GDYN
Jared Levine
TD Cowen
1 question for GDYN
Jesse Wilson
William Blair & Company
1 question for GDYN
Matthew Stotler
William Blair & Company
1 question for GDYN
Surinder Thind
Jefferies Financial Group
1 question for GDYN
Recent press releases and 8-K filings for GDYN.
- Grid Dynamics announced the launch of its NVIDIA Solution Center, a suite of ready-to-deploy AI applications designed for retail and manufacturing enterprises.
- This solution aims to help clients replace high-cost SaaS licensing fees with high-performance, NVIDIA-powered solutions.
- The NVIDIA Solution Center leverages NVIDIA's software components, including Metropolis, Omniverse, and Nemotron, and offers flexible deployment options.
- The suite covers use cases such as video analytics, intralogistics optimization, and digital content generation for retail and manufacturing clients.
- Grid Dynamics is accelerating its go-to-market efforts and jointly presented these solutions with NVIDIA at the NRF 2026 conference in January 2026.
- Grid Dynamics Holdings, Inc. (GDYN) has obtained preferred vendor status with a leading hyperscale cloud provider, a designation expected to significantly increase its activities, joint solution development, co-selling, and go-to-market opportunities with the hyperscaler.
- This achievement follows a two-year strategic vendor consolidation initiative by the hyperscaler, which reduced its service provider ecosystem to a small group.
- In 2025, Grid Dynamics reported a 30% year-over-year growth in its AI-related revenue.
- The company specializes in providing next-generation AI capabilities, focusing on engineering and foundational platforms to address integration, observability, governance, and cost control for enterprise AI adoption.
- Grid Dynamics has achieved preferred provider status with a leading hyperscaler, which is expected to significantly expand revenue opportunities through enhanced joint solution development, co-selling, and go-to-market capabilities.
- The company's AI revenue grew by 30% year-over-year in 2025.
- Grid Dynamics (GDYN) has achieved Preferred Vendor status with a top-tier hyperscale cloud provider, which is expected to open up a significantly larger revenue opportunity and increase business with this partner.
- The company reported 30% year-over-year AI revenue growth in 2025, driven by specialization in search, AI platforms, and Agentic solutions.
- This Preferred Vendor designation follows a two-year vendor consolidation initiative by the hyperscaler, which reduced its service provider ecosystem to a small group.
- Grid Dynamics has signed a multi-year Strategic Collaboration Agreement (SCA) with Amazon Web Services (AWS) to accelerate AI-related services for enterprise customers.
- This agreement expands their 15-year collaboration, granting Grid Dynamics access to the AWS Data Foundations for Generative AI program.
- The collaboration positions Grid Dynamics to empower clients in integrating AI with modern, scalable, and secure AWS databases, leveraging the AWS program designed for AI-ready solutions.
- Grid Dynamics has signed a multi-year strategic cooperation agreement (SCA) with Amazon Web Services (AWS) to accelerate AI-related services for enterprise customers.
- This agreement extends a 15-year collaboration between the companies and provides Grid Dynamics access to the AWS Data Foundations for Generative AI Program.
- The program aims to support organizations in building the necessary data infrastructure to implement and scale AI.
- Under the SCA, Grid Dynamics will offer tailored solutions including data strategy, accelerators, end-to-end AI solutions, and continuous optimization services to assist clients throughout their Generative AI journey.
- Grid Dynamics Holdings, Inc. has entered into a multi-year Strategic Collaboration Agreement (SCA) with Amazon Web Services (AWS) to advance data foundations for generative AI.
- This agreement grants Grid Dynamics access to AWS's Data Foundations for Generative AI program, which is designed to help companies adopt and scale AI solutions.
- The collaboration extends a fifteen-year relationship between the two companies, enabling Grid Dynamics to provide clients with modern, scalable, and secure data foundations from AWS.
- As an AWS Advanced Tier Consulting Partner with over 550 AWS certified engineers, Grid Dynamics will offer tailored solutions including data management strategy, AI accelerators, and end-to-end AI solutions.
- Grid Dynamics Holdings, Inc. has entered into a multi-year strategic cooperation agreement with Amazon Web Services (AWS).
- This agreement is designed to accelerate AI-related services for business customers.
- The partnership extends a 15-year collaboration and provides Grid Dynamics with access to AWS's Data Foundations for Generative AI program.
- This collaboration will enable Grid Dynamics to support clients in implementing and scaling AI solutions using modern, scalable, and secure data foundations from AWS.
- Grid Dynamics has signed a multi-year strategic collaboration agreement (SCA) with Amazon Web Services (AWS) to accelerate AI-related services for enterprise customers.
- This agreement extends a 15-year collaboration and provides Grid Dynamics access to the AWS Data Foundations for Generative AI Program, which is designed to help enterprises adopt and scale AI-enabled solutions.
- Through this expanded collaboration, Grid Dynamics aims to empower clients across their AI journey, combining AWS's cloud-native data and AI services with Grid Dynamics’ expertise to move from AI experimentation to full-scale production.
- As part of the SCA, Grid Dynamics will offer tailored solutions including Data Strategy and Readiness Assessments and End-to-End AI Solutions to support organizations in their generative AI initiatives.
- Grid Dynamics reported Q3 2025 revenue of $104.2 million, an increase of 19.1% year-over-year, with non-GAAP EBITDA at $12.7 million and non-GAAP net income of $8.2 million, or $0.09 per share.
- The company's board authorized a $50 million share repurchase program, which represents approximately 15% of its $338.6 million cash and cash equivalents as of September 30, 2025.
- For Q4 2025, Grid Dynamics expects revenues between $105 million and $107 million and non-GAAP EBITDA between $13 million and $14 million.
- Full-year 2025 revenue is projected to be between $410.7 million and $412.7 million, indicating 17.1%-17.7% year-over-year growth. AI demand grew 10% sequentially and contributed over 25% of Q3 organic revenue, with management expecting to improve margins by at least 300 basis points over the next 12 months.
Quarterly earnings call transcripts for GRID DYNAMICS HOLDINGS.
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