Globant SA
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Globant SA
Globant is a technology services company that helps businesses design, build, and run software products and digital experiences. It works with large enterprises that need help modernizing older systems, creating customer-facing apps and websites, and adding data and AI features to their operations. Its teams usually plug into a client’s internal technology effort rather than selling a boxed product. The company makes money mainly by charging clients for software development, engineering, design, cloud work, and long-term consulting and support. Its customers are spread across industries such as finance, retail, media, travel, and healthcare, where companies need outside specialists to keep digital products moving and to deliver new features faster than they could with only in-house teams. What sets Globant apart is its role as a high-end outsourced builder for digital transformation projects. Instead of selling one standard software package, it delivers tailored work through multidisciplinary teams that combine engineering, design, and business consulting. That makes its business less about owning a single product and more about being a trusted partner that helps clients create and maintain the software that powers their day-to-day business.
Globant is a technology services company that helps businesses design, build, and run software products and digital experiences. It works with large enterprises that need help modernizing older systems, creating customer-facing apps and websites, and adding data and AI features to their operations. Its teams usually plug into a client’s internal technology effort rather than selling a boxed product.
The company makes money mainly by charging clients for software development, engineering, design, cloud work, and long-term consulting and support. Its customers are spread across industries such as finance, retail, media, travel, and healthcare, where companies need outside specialists to keep digital products moving and to deliver new features faster than they could with only in-house teams.
What sets Globant apart is its role as a high-end outsourced builder for digital transformation projects. Instead of selling one standard software package, it delivers tailored work through multidisciplinary teams that combine engineering, design, and business consulting. That makes its business less about owning a single product and more about being a trusted partner that helps clients create and maintain the software that powers their day-to-day business.
Record Bookings: Q4 delivered the highest quarterly bookings of the year, up 32.4% year-over-year, supported by a robust $3.4 billion pipeline.
Revenue & EPS: Q4 revenue was $612.5 million, above guidance, but still down 4.7% year-over-year; adjusted diluted EPS was $1.54, in line with targets.
AI Pods Traction: AI Pods reached an exit rate ARR of $20.6 million in 2025, with gross margins between 45% and 60%, and are expected to reach $60–100 million in ARR by end of 2026.
Free Cash Flow: Free cash flow hit a record $152.8 million in Q4 and $211.7 million for the year, both company highs.
Margin Profile: Adjusted gross margin was 37.6% in Q4 and operating margin was 15.5%, with margin headwinds from FX and costs in Colombia and India.
2026 Guidance: Revenue expected between $2.46–2.51 billion (0.2%–2.2% growth), adjusted EPS guided at $6.10–$6.50, and operating margin between 14% and 15%.
AI Execution Shift: Management highlighted a major industry shift from AI experimentation to execution, positioning Globant as a leader in AI-native technology services.
Pipeline Conversion: Strong pipeline conversion expected in H2 2026, with a clear line of sight to returning to organic revenue growth by mid-year.
