Globant's earnings call highlighted strong growth in revenue, pipeline, and client base, driven by strategic initiatives in AI and partnerships with major tech companies. However, challenges such as workforce reduction, negative free cash flow, and revenue decline in North America due to macroeconomic factors were also noted.

Company Guidance -

Q3 2025

During Globant's Second Quarter 2025 Earnings Conference Call, the company provided a detailed financial outlook, highlighting a revenue of $614.2 million, which marks a 4.5% year-over-year growth. Their pipeline reached an all-time high of $3.7 billion, a 25% increase from the previous year. The non-IFRS adjusted operating margin was reported at 15%, with a non-IFRS adjusted diluted EPS of $1.53. The company executed a business optimization plan, which included a workforce reduction of approximately 1,000 employees, resulting in a one-time charge of $47.6 million but expected to generate $80 million in annualized savings. For the third quarter of 2025, Globant anticipates revenue of at least $615 million and an adjusted operating margin of at least 15%. The full-year 2025 revenue is projected to be at least $2.445 billion, with an adjusted diluted EPS of at least $6.12. The company emphasized the strategic importance of their AI initiatives, noting that 18 clients have already adopted their new AI Pods subscription model, contributing significantly to pipeline growth. Additionally, Globant is leveraging its AI capabilities through partnerships with major companies like OpenAI and AWS, further bolstering its position in the AI-driven market.

Revenue Growth

Globant delivered revenue of $614.2 million in Q2 2025, representing 4.5% year-over-year growth.

Record Pipeline

The pipeline is at an all-time high of $3.7 billion, up 25% from last year.

AI Pods Adoption

Globant's AI pods have attracted 18 clients within the first quarter of its launch, contributing significantly to pipeline growth.

Strategic Partnerships

Globant announced a multiyear collaboration with OpenAI and a strategic collaboration agreement with Amazon Web Services.

Regional Revenue Diversification

North America is the largest market with 54.1% of revenue. Europe grew 8.1% sequentially, and new markets grew 84% year-over-year.

Client Base Growth

49 clients generate more than $10 million annually, up from 39 a year ago. 339 clients generate over $1 million annually, up from 329 last year.

AI Platform Impact

Organizations using Globant Enterprise AI reported an 80% reduction in legacy systems modernization times and a 50% increase in software development costs.

Globant SA (GLOB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GLOB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q3)	1.54 / -	1.63	―	―	―
Aug 14, 2025	2025 (Q2)	1.52 / 1.53	1.51	1.32% (+0.02)
May 15, 2025	2025 (Q1)	1.58 / 1.50	1.53	-1.96% (-0.03)
Feb 20, 2025	2024 (Q4)	1.74 / 1.75	1.62	8.02% (+0.13)
Nov 14, 2024	2024 (Q3)	1.63 / 1.63	1.48	10.14% (+0.15)
Aug 15, 2024	2024 (Q2)	1.50 / 1.51	1.36	11.03% (+0.15)
May 16, 2024	2024 (Q1)	1.53 / 1.53	1.28	19.53% (+0.25)
Feb 15, 2024	2023 (Q4)	1.61 / 1.62	1.4	15.71% (+0.22)
Nov 16, 2023	2023 (Q3)	1.48 / 1.48	1.27	16.54% (+0.21)
Aug 17, 2023	2023 (Q2)	1.35 / 1.36	1.22	11.48% (+0.14)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GLOB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$78.12	$66.46	-14.93%
May 15, 2025	$132.84	$101.47	-23.61%
Feb 20, 2025	$210.17	$151.72	-27.81%
Nov 14, 2024	$228.79	$203.29	-11.15%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Globant SA (GLOB) report earnings?

Globant SA (GLOB) is schdueled to report earning on Nov 13, 2025, After Close (Confirmed).

What is Globant SA (GLOB) earnings time?

Globant SA (GLOB) earnings time is at Nov 13, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is GLOB EPS forecast?

GLOB EPS forecast for the fiscal quarter 2025 (Q3) is 1.54.

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