Research analysts who have asked questions during Globant earnings calls.
Divya Goyal
Scotiabank
4 questions for GLOB
Jonathan Lee
Arias Resource Capital
4 questions for GLOB
Sean Kennedy
Mizuho Securities
4 questions for GLOB
Bryan Bergin
TD Cowen
3 questions for GLOB
James Schneider
Goldman Sachs
3 questions for GLOB
Margaret Nolan
William Blair & Company
3 questions for GLOB
Tien-tsin Huang
JPMorgan Chase & Co.
3 questions for GLOB
Arvind Ramnani
Piper Sandler
2 questions for GLOB
James Friedman
Susquehanna Financial Group, LLLP
2 questions for GLOB
Leonardo Olmos
UBS Group AG
2 questions for GLOB
Surinder Thind
Jefferies Financial Group
2 questions for GLOB
Bryan Keane
Deutsche Bank
1 question for GLOB
Jason Kupferberg
Bank of America
1 question for GLOB
Maggie Nolan
William Blair & Company, L.L.C.
1 question for GLOB
Nate Svensson
Deutsche Bank
1 question for GLOB
Puneet Jain
JPMorgan Chase & Co.
1 question for GLOB
Thiago Kapulskis
Itaú BBA
1 question for GLOB
Zachary Ajzenman
TD Cowen
1 question for GLOB
Recent press releases and 8-K filings for GLOB.
- 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 $25 million of its ordinary shares over a 36-month period for additional financial flexibility.
- The net proceeds from the registered direct offering and any future proceeds from the SEPA will be used for working capital and general corporate purposes, specifically to support Inspira's strategic roadmap and planned operations.
- The United States Graphics Processing Unit (GPU) Market is anticipated to grow from US$ 19.03 billion in 2024 to US$ 136.07 billion by 2033, demonstrating a Compound Annual Growth Rate (CAGR) of 24.43% from 2025 to 2033.
- This market expansion is primarily driven by the growing demand in the gaming industry, the increasing adoption of artificial intelligence (AI) and machine learning (ML) applications, and the need for high-performance computing (HPC).
- Key challenges for the U.S. GPU market include the high costs associated with advanced graphics cards and the volatility of cryptocurrency mining.
- Recent developments include AMD and HUMAIN's USD 10 billion initiative in May 2025 to install AI computing power in Saudi Arabia and the US, and Google Cloud's implementation of GB300 NVL72 and RTX PRO 6000 Blackwell GPUs in June 2025 for drug-discovery and robotics workloads.
- Globant and FIFA have signed an expanded agreement to continue their collaboration, which has been ongoing for the past four years.
- As part of the agreement, Globant will provide a broad portfolio of IT solutions, software, and digital platform development services to FIFA, including enhancements to FIFA's digital platforms and a new mobile application.
- Globant will serve as a Tournament Supporter for North America and Europe for the FIFA World Cup 2026 and the FIFA Women's World Cup 2027.
- The company will also support other key FIFA competitions, such as the FIFAe Finals 2025 in Saudi Arabia and the FIFA U-20 World Cup 2027 in Azerbaijan and Uzbekistan.
- ConnectM Technology Solutions, Inc. reported third quarter 2025 revenue of approximately $8.7 million, an increase of 45% compared to the prior-year period, with year-to-date revenue growing 60% to approximately $26.2 million.
- The company significantly reduced its net loss for the quarter to approximately $1.0 million, a substantial improvement from the $9.9 million net loss reported in the third quarter of 2024.
- ConnectM focused on balance sheet deleveraging, exchanging approximately $3.0 million of convertible debt and eliminating derivative liabilities, which contributed to a reduction of over $10 million in gross debt obligations and derivative overhang in 2025.
- The company is strengthening its AI-driven Energy Intelligence Network through strategic initiatives, including the formation of Keen Labs and acquisitions such as Amperics Holdings LLC and Geo Impex LLC.
- GLOB reported Adjusted Gross Profit of $320 million for Q3 2025, an increase from $297 million in Q3 2024.
- Adjusted Profit from Operations for Q3 2025 was $96 million, consistent with Q3 2024.
- Adjusted Net Income for Q3 2025 reached $73 million, a slight increase from $72 million in Q3 2024.
- The company's growth strategy focuses on 100 accounts with potential revenues of $100M+, pursuing strategic, tuck-in acquisitions, and increasing sales coverage.
- Globant reported Q3 2025 revenue of $617.1 million and an adjusted diluted EPS of $1.53, exceeding its most recent revenue guidance.
- The company provided Q4 2025 revenue guidance of at least $605 million and full-year 2025 revenue guidance of at least $2,447.4 million, with an expected full-year adjusted diluted EPS of at least $6.12 per share.
- Globant launched a $125 million share repurchase program and announced its pipeline reached an all-time high of $3.7 billion, marking 30% year-over-year growth.
- The company continues to focus on AI-based solutions through its AI studios, AI bots, and the Globant Enterprise AI platform, with the subscription model being embedded with 17 of its top 20 customers. Management expressed optimism for stronger growth in 2026.
- Globant reported Q3 2025 revenue of $617.1 million, an adjusted operating margin of 15.5%, and adjusted diluted EPS of $1.53.
- The company generated $67.5 million in free cash flow during Q3 2025 and authorized a $125 million share repurchase program.
- For Q4 2025, revenue is expected to be at least $605 million, with full-year 2025 revenue projected at least $2,447.4 million and non-IFRS adjusted diluted EPS of at least $6.12 per share.
- The pipeline reached an all-time high of $3.7 billion, marking 30% year-over-year growth, driven by strong demand for AI-based solutions, including over 1,000 GenAI, CoreAI, or data engagements.
- Globant is actively implementing its new AI bot subscription model with 17 of its top 20 customers and announced significant partnerships with Riot Games and La Liga.
- Globant reported Q3 2025 revenue of $617.1 million, surpassing its most recent guidance by $2 million, and achieved an adjusted operating margin of 15.5% and adjusted diluted EPS of $1.53.
- The company generated $67.5 million in free cash flow during Q3 2025 and authorized a $125 million share repurchase program, reflecting confidence in long-term prospects.
- The sales pipeline reached an all-time high of $3.7 billion, representing 30% year-over-year growth, with the new AI bot subscription model's share of the pipeline nearly doubling.
- For Q4 2025, Globant expects revenue of at least $605 million and non-IFRS adjusted diluted EPS of at least $1.53 per share, with full-year 2025 revenue projected to be at least $2,447.4 million.
- The company is actively integrating its new subscription model with 17 of its top 20 customers and anticipates a stronger start to 2026, with Q1 2026 expected to perform better than Q1 2025.
- Globant reported Q3 2025 revenue of $617.1 million, exceeding its guidance, and an adjusted diluted EPS of $1.53.
- The company's pipeline reached an all-time high of $3.7 billion, representing 30% Year-over-Year growth.
- Globant provided Q4 2025 revenue guidance of at least $605 million and full-year 2025 revenue guidance of at least $2,447.4 million.
- A $125 million share repurchase program was authorized, reflecting confidence in long-term strategic position and commitment to enhancing shareholder value.
- The company is actively expanding its AI offerings, including AI Bots and the Globant Enterprise AI platform, with a shift towards a subscription revenue model that is already embedded with 17 out of its top 20 customers.
- Globant reported revenues of $617.1 million for the third quarter of 2025, marking 0.4% year-over-year growth.
- Non-IFRS Adjusted Diluted EPS for Q3 2025 was $1.53, with an Adjusted Operating Margin of 15.5%.
- The company generated $67.5 million in free cash flow during the quarter and announced a share repurchase plan.
- For the fourth quarter of 2025, Globant anticipates revenues of at least $605.0 million and Non-IFRS Adjusted Diluted EPS of at least $1.53.
- The full year 2025 revenue outlook is projected to be at least $2,447.4 million, with Non-IFRS Adjusted Diluted EPS of at least $6.12.
Quarterly earnings call transcripts for Globant.
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