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Globant SA (GLOB)
NYSE:GLOB
Earnings Data
Report Date
May 14, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.49Last Year’s EPS
1.5Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational and financial discipline (record free cash flow, above-guidance Q4 revenue, robust bookings and a $3.4B pipeline) and highlighted early but meaningful commercial traction for its AI Pods initiative (high gross margins, growing pipeline and client case studies). At the same time, management acknowledged near-term headwinds: a 4.7% Q4 revenue decline, currency and statutory cost pressures on margins, slower conversion of very large deals, and that AI Pods are still a small portion of total revenue. Given the balance of material positive operational and liquidity metrics, accelerating bookings and clear execution plans for AI-native offerings versus manageable but notable headwinds, the net tone is constructive with expectations to return to growth by mid-2026.Company Guidance
Record Free Cash Flow and Strong Cash Position
Generated a record $152.8M of free cash flow in Q4 (highest quarterly FCF in company history) and a record $211.7M for full-year 2025. Ended the year with $250.3M in cash and short-term investments and a modest total net debt position of $116.4M.
Robust Bookings and Pipeline
Produced the highest quarterly bookings of the year in Q4, up 32.4% year-over-year, with a total pipeline of $3.4B. The AI Pods-specific pipeline reached $283M in Q4, up 34% versus Q3 and representing 8% of total pipeline (from 3% in Q2).
AI Pods Early Commercial Traction
AI Pods achieved an exit-rate ARR of $20.6M in 2025 with reported gross margins between 45% and 60% (versus a blended gross margin ~38%). Over 60 AI Pods operate globally and 24 new subscription offerings closed in the last quarter. Company targets $60M–$100M AI Pods exit-rate ARR for 2026.
Revenue Outperformance Versus Guidance in Q4
Q4 revenue of $612.5M came in above guidance ($605M). Adjusted operating margin remained solid at 15.5% and adjusted diluted EPS was $1.54 for the quarter.
Improving Top-Line Trend and 2026 Growth Guidance
Management expects to return to positive year-over-year organic revenue growth by mid-2026. Full-year 2026 guidance: $2.460B–$2.510B, implying 0.2%–2.2% YoY growth (including ~100 bps FX tailwind). Q1 2026 revenue guide: $598M–$604M, reflecting a sequential improvement.
Strong Client Wins and Measurable Client Outcomes
Several high-profile client cases highlighted: YPF (reduced contract cycle 30%–40% and buyer productivity up to 50%), FIFA (20% cost reduction), LaLiga (rapid 3-month deployments improving institutional productivity), Santander Pay (product definition time cut in half and 50% increase in client-team productivity), Trafilea (40x faster migrations), PharmaMar (90%+ accuracy and up to 15x faster time-to-insight).
Strategic Partnerships and Industry Recognition
Strengthened partnerships and credentials with OpenAI, NVIDIA, AWS (competencies in financial services and media), SAP (SAP Excellence Award 2025), and expanded Salesforce ecosystem distinctions—supporting credibility for enterprise AI delivery.
Operational Discipline and Margin Protection
Adjusted gross profit margin 37.6% in Q4 and adjusted operating margin held at 15.5% quarter-over-quarter, driven by delivery pyramid optimization and tight SG&A management. Company repurchased $50M of shares in Q4 and plans to continue its buyback program.
GLOB 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
GLOB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $46.87 | $49.76 | +6.17% |
Nov 13, 2025 | $62.84 | $61.07 | -2.82% |
Aug 14, 2025 | $78.12 | $66.46 | -14.93% |
May 15, 2025 | $132.84 | $101.47 | -23.61% |
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 May 14, 2026, After Close (Confirmed).
What is Globant SA (GLOB) earnings time?
Globant SA (GLOB) earnings time is at May 14, 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 GLOB EPS forecast?
GLOB EPS forecast for the fiscal quarter 2026 (Q1) is 1.49.