Globant (GLOB) Company Report

Analyst Coverage

Research analysts who have asked questions during Globant earnings calls.

Jonathan Lee

Arias Resource Capital

6 questions for GLOB

Also covers: ACN, CTSH, DAVA +8 more

Sean Kennedy

Mizuho Securities

6 questions for GLOB

Also covers: G, MCO, SPGI

Bryan Bergin

TD Cowen

5 questions for GLOB

Also covers: ACN, ADP, ASUR +18 more

Arvind Ramnani

Piper Sandler

4 questions for GLOB

Also covers: CCC, CWAN, DUOL +6 more

Divya Goyal

Scotiabank

4 questions for GLOB

Also covers: ALYAF, CNXC, GIB +2 more

Bryan Keane

Deutsche Bank

3 questions for GLOB

Also covers: ACN, ADP, AFRM +18 more

James Schneider

Goldman Sachs

3 questions for GLOB

Also covers: ACN, AMAT, AMKR +29 more

Margaret Nolan

William Blair & Company

3 questions for GLOB

Also covers: ASGN, CSGS, CTSH +12 more

Puneet Jain

JPMorgan Chase & Co.

3 questions for GLOB

Also covers: BR, CINT, DAVA +7 more

Tien-tsin Huang

JPMorgan Chase & Co.

3 questions for GLOB

Also covers: ACN, ADP, ALIT +27 more

James Friedman

Susquehanna Financial Group, LLLP

2 questions for GLOB

Also covers: AFRM, AVDX, BETR +19 more

Jim Schneider

Goldman Sachs

2 questions for GLOB

Also covers: ACN, ADI, AMAT +31 more

Leonardo Olmos

UBS Group AG

2 questions for GLOB

Also covers: AMX, CINT, TIGO +4 more

Maggie Nolan

William Blair

2 questions for GLOB

Also covers: ASGN, EPAM, G +3 more

Surinder Thind

Jefferies Financial Group

2 questions for GLOB

Also covers: ASGN, CLVT, CSGP +25 more

Jason Kupferberg

Bank of America

1 question for GLOB

Also covers: ACN, ADP, AFRM +17 more

Maggie Nolan

William Blair & Company, L.L.C.

1 question for GLOB

Also covers: ASGN, CTSH, DAVA +6 more

Nate Svensson

Deutsche Bank

1 question for GLOB

Also covers: AFRM, BILL, CPAY +10 more

Thiago Kapulskis

Itaú BBA

1 question for GLOB

Also covers: CINT, VTEX

Zachary Ajzenman

TD Cowen

1 question for GLOB

Also covers: ADP, DAVA, DXC

Latest news

Recent press releases and 8-K filings for GLOB.

Globant outlines Q4 2025 growth strategy and management team

GLOB

M&A

New Projects/Investments

Management Change

Globant's growth strategy for Q4 2025 focuses on 100 accounts with potential revenues of $100M+, pursuing strategic, tuck-in acquisitions, studio cross-selling, diversifying the talent pool, and increasing sales coverage.
The company recently completed strategic acquisitions of Blankfactor and Exusia.
Key members of the senior management team include Martín Migoya as Chairman of the Board, CEO & Co-founder, and Juan Urthiague as Chief Financial Officer.

1 day ago

Presentation

Globant Reports Q4 2025 Performance and Strategic AI Shift

GLOB

Earnings

Guidance Update

New Projects/Investments

Globant reported strong financial results for Q4 2025, with revenue of $612.5 million, exceeding guidance, and achieving its highest quarterly free cash flow ever at $152.8 million. The company also recorded its highest quarterly bookings of the year, up 32.4% year-over-year, with a robust pipeline of $3.4 billion.
The company is strategically shifting towards AI-native services with its AI Pods offering, which reached an exit rate Annual Recurring Revenue (ARR) of $20.6 million in 2025 and is targeting $60 million to $100 million in exit rate ARR for 2026. AI Pods boast gross margins between 45% and 60%, significantly higher than the blended gross margin of 38%, and are expected to expand Globant's overall margin profile and improve revenue per head.
For the full year 2026, Globant provided revenue guidance of $2,460 million to $2,510 million, implying 0.2% to 2.2% year-over-year growth, and an adjusted operating margin between 14% and 15%. The company expects to return to positive year-over-year organic revenue growth by mid-2026.

1 day ago

Transcript

Globant Reports Record 2025 Performance and Strong Q4 Bookings, Guides for 2026 Growth Driven by AI Pods

GLOB

Earnings

Guidance Update

New Projects/Investments

Globant achieved its highest revenue and strongest free cash flow generation ever in 2025, with Q4 2025 bookings up 32.4% year-over-year and a robust pipeline of $3.4 billion.
The company is transitioning to an AI-native technology solutions model with its AI Pods, which achieved an exit rate ARR of $20.6 million in 2025 and are targeted to reach $60 million to $100 million in 2026. These AI Pods have gross margins between 45% and 60%, significantly above the 38% blended gross margin.
Globant anticipates returning to positive year-over-year organic revenue growth by mid-2026. For Q1 2026, revenue is guided between $598 million and $604 million, with adjusted operating margins of 14% to 15% and adjusted diluted EPS of $1.44 to $1.54.
The full-year 2026 guidance includes an adjusted operating margin of 14% to 15% and adjusted diluted EPS of $6.10 to $6.50. The AI Pods model is expected to enhance revenue per head and overall margins.

1 day ago

Transcript

Globant Reports Strong Q4 2025 Bookings and AI Pods Growth, Provides 2026 Guidance

GLOB

Earnings

Guidance Update

Revenue Acceleration/Inflection

Globant achieved its highest revenue and strongest free cash flow generation ever in 2025, with Q4 2025 bookings increasing 32.4% year-over-year and a robust pipeline of $3.4 billion.
The company's AI Pods business reached an exit rate ARR of $20.6 million in 2025 with gross margins between 45% and 60%, significantly above the blended gross margin of 38%.
Globant targets AI Pods exit rate ARR between $60 million and $100 million for 2026, with the AI Pods pipeline growing to $283 million in Q4 2025.
The company anticipates returning to positive year-over-year organic revenue growth by mid-2026.
For Q1 2026, revenue is guided between $598 million and $604 million, and adjusted diluted EPS is expected to be between $1.44-$1.54. Full-year 2026 adjusted diluted EPS guidance is $6.10 to $6.50.

1 day ago

Transcript

Globant Reports Q4 and Full-Year 2025 Financial Results, Provides 2026 Outlook

GLOB

Earnings

Guidance Update

Share Buyback

Globant reported fourth-quarter 2025 revenues of $612.5 million, exceeding its guidance, and a Non-IFRS Adjusted Diluted EPS of $1.54. For the full year 2025, revenues rose to $2,454.9 million, representing 1.6% year-over-year growth, with Non-IFRS Adjusted Diluted EPS of $6.14.
The company achieved its highest quarterly free cash flow ever at $152.8 million in Q4 2025.
For fiscal year 2026, Globant estimates revenues to be in the range of $2,460 million to $2,510 million, implying 0.2% to 2.2% year-over-year growth, and Non-IFRS Adjusted Diluted EPS between $6.10 and $6.50.
Globant invested $50.0 million in its share repurchase program during the fourth quarter of 2025, with $75.0 million remaining under authorization as of December 31, 2025.

1 day ago

Press Release

Globant Reports Q4 and Full Year 2025 Financial Results, Provides 2026 Outlook

GLOB

Earnings

Guidance Update

Share Buyback

Globant reported Q4 2025 revenues of $612.5 million and Non-IFRS Adjusted Diluted EPS of $1.54, contributing to full-year 2025 revenues of $2,454.9 million and Non-IFRS Adjusted Diluted EPS of $6.14.
The company provided Q1 2026 revenue guidance of $598 million to $604 million and Non-IFRS Adjusted Diluted EPS guidance of $1.44 to $1.54. For fiscal year 2026, revenues are estimated between $2,460 million and $2,510 million, with Non-IFRS Adjusted Diluted EPS projected at $6.10 to $6.50.
Globant achieved a record quarterly free cash flow of $152.8 million in Q4 2025 and generated $20.6 million in ARR from its AI Pods.
During Q4 2025, the company invested $50.0 million under its share repurchase program, with $75.0 million remaining for repurchase authorization as of December 31, 2025.

1 day ago

6-K

Unipart acquires full ownership of Hyperbat

GLOB

M&A

New Projects/Investments

Unipart has acquired the remaining 50% shareholding in Hyperbat, a UK manufacturer of high-performance electric battery systems, bringing the business into full Unipart ownership.
This acquisition marks a significant milestone in Unipart’s long-term commitment to electrification, advanced manufacturing, and the industrialisation of low-carbon technologies.
Hyperbat, established in 2018, specializes in low-to-mid volume, high-performance battery manufacturing and has delivered battery systems for Lotus’ first fully electric hypercar.
The full ownership strengthens a scalable UK platform for battery systems, power electronics, power modules, and electrical integration, supported by full lifecycle services.

Jan 21, 2026, 1:30 PM

Press Release

Jagex Announces RS25 Program for RuneScape's 25th Anniversary

GLOB

Product Launch

New Projects/Investments

Jagex is launching RS25, a transformative program for RuneScape's 25th anniversary, backed by the largest annual investment into the games to date, focusing on integrity, value, and expansion.
As part of a renewed commitment to player-first design, RuneScape will remove its microtransaction system, Treasure Hunter, in 2026, following a community vote in November 2025.
The company is expanding the RuneScape franchise with new content, including an ambitious 2026 roadmap for Old School RuneScape and a full year of expansions for RuneScape: Dragonwilds, which has surpassed 1 million sales since early access release.
Jagex will host major live events, including RuneFest 2026 for 6,000 fans and its first major live US event, Deadman All-Stars Live, in Chicago.
Jagex is also launching the RS25: Future Talent Pathway, a mentorship program, and unveiling a refreshed corporate identity to align with the RuneScape franchise.

Jan 15, 2026, 2:31 PM

Press Release

Charging Robotics Secures Expanded Order and Payment from Parking Design

GLOB

New Projects/Investments

Revenue Acceleration/Inflection

Charging Robotics announced significant progress on its commercial project with Parking Design Ltd., which involves deploying wireless charging systems in automatic parking facilities.
Parking Design Ltd. issued a new purchase order reflecting an expanded scope of work and transferred the initial 20% payment.
Delivery and installation of the expanded systems are targeted for March 2026.
The CEO of Charging Robotics Ltd. highlighted that the expanded order and upfront payment validate their technology's real-world applicability and indicate growing demand for their wireless solutions.

Jan 8, 2026, 2:30 PM

Press Release

Inspira Technologies Secures $1.8 Million Registered Direct Offering and Additional Equity Financing

GLOB

New Projects/Investments

Inspira Technologies has entered into a definitive agreement for a registered direct offering of 1,565,217 ordinary shares at a purchase price of $1.15 per share, expecting to generate approximately $1.8 million in gross proceeds. This offering is anticipated to close around December 16, 2025.
The company also signed a Standby Equity Purchase Agreement (SEPA) with YA II PN, Ltd., which provides the right, but not the obligation, to sell up to $25 million of its ordinary shares over a 36-month period for additional financial flexibility.
The net proceeds from the registered direct offering and any future proceeds from the SEPA will be used for working capital and general corporate purposes, specifically to support Inspira's strategic roadmap and planned operations.