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Grid Dynamics Holdings (GDYN)
NASDAQ:GDYN
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.08Last Year’s EPS
0.11Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong momentum in AI-driven revenue, record annual revenue, expanding platform/IP commercialization, notable client outcomes, solid cash balance, and bullish full-year 2026 revenue guidance. Offsetting these positives are margin compression and YoY profitability pressure largely due to FX and acquisition mix, weakness in retail and certain manufacturing customers, and increased customer concentration. Management emphasized platform-led, outcome-based growth and expects margin expansion in 2026 driven by AI efficiencies, geographic optimization, and outcome-based contracts.Company Guidance
Strengthened Partnerships and Partner-Influenced Revenue
Partner-influenced revenue exceeded 19% of total revenue in 2025; signed strategic collaboration with AWS for data foundations in AI and continued NVIDIA Omniverse collaboration.
Healthy Cash Position and M&A Focus
Cash and cash equivalents of $341.1M at 12/31/2025 (up from $338.6M at 9/30/2025); management prioritizes strategic M&A to augment capabilities and geography.
Bullish 2026 Revenue Guidance
Full-year 2026 revenue guidance of $435M to $465M (management describes outlook as bullish and driven by AI traction and pipeline).
Billable Headcount and Operational Realignment
Total headcount ended Q4 at 4,961 (down slightly sequentially from 4,971) while billable headcount increased, reflecting geographic and skill-set rationalization to improve delivery efficiency.
Record Revenue and Strong Full-Year Growth
Q4 2025 revenue of $106.2M (beat expectations); full-year 2025 revenue of $411.8M, representing 17.5% year-over-year growth.
Robust EBITDA Performance (Non-GAAP)
Q4 non-GAAP EBITDA of $13.7M (12.9% of revenue) and full-year 2025 non-GAAP EBITDA of $53.8M; Q4 EBITDA was at the higher end of guidance ($13M-$14M).
Rapid AI Revenue Expansion
AI revenue exceeded $90M for 2025 (30% year-over-year growth). In Q4 AI revenue grew 9% sequentially vs Q3 and represented 25% of overall Q4 revenue.
Platform & IP Momentum
Multiple proprietary platforms and IP (GAIN, Rosetta, Cerebra, MXP, XTDB, Incarna) are in production or scaling; management expects these to drive recurring revenue, client retention, and margin expansion in 2026.
Tangible Client Impact from Deployments
Notable client outcomes: MXP delivered a 7% revenue uplift and 50% reduction in merchandising workload for a luxury retailer (handled a 25% YoY surge in peak traffic); Incarna reduced a CNC conversion workflow from 5 days to hours (>90% cycle time reduction); payment network deployment drove ~40% reduction in build time, 60% reduction in maintenance, and platform deployed across 30,000 employees with up to 15% productivity gains for specialized groups.
GDYN Earnings History
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
GDYN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $7.15 | $6.64 | -7.06% |
Oct 30, 2025 | $7.60 | $9.34 | +22.89% |
Jul 31, 2025 | $9.49 | $7.93 | -16.44% |
May 01, 2025 | $14.08 | $13.64 | -3.12% |
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 Grid Dynamics Holdings (GDYN) report earnings?
Grid Dynamics Holdings (GDYN) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Grid Dynamics Holdings (GDYN) earnings time?
Grid Dynamics Holdings (GDYN) earnings time is at Apr 30, 2026, 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 GDYN EPS forecast?
GDYN EPS forecast for the fiscal quarter 2026 (Q1) is 0.08.