Globant S.A. Earnings Recaps
Q1 2026
May 15, 2026
Globant’s Q1 revenue beat expectations, leading to a 4.1% jump in the stock, as AI-native services notably drove upside and management raised the lower end of full-year guidance while narrowing the range.
Key takeaways
- Q1 2026 revenue reached $607.1 million, exceeding the high end of guidance.
- Full-year revenue outlook midpoint reaffirmed; lower end of guidance raised and range narrowed for greater confidence.
- Q2 guidance anticipates sequential growth with the upper range implying year-over-year expansion.
- AI Pods annual recurring revenue hit $32.8 million with pipeline of $352 million and higher gross margins than the company average.
- Original share repurchase program completed; new $125 million buyback authorized, totaling nearly 15% of market cap between programs.
Q3 2025
Nov 15, 2025
Globant reported strong Q3 2025 results with revenues of $617.1 million, exceeding guidance, alongside a notable increase in AI-driven projects and a substantial growth in their pipeline.
Key takeaways
- Revenue for Q3 reached $617.1 million, outpacing guidance by $2 million.
- The project pipeline hit a record $3.7 billion, reflecting 30% year-over-year growth.
- AI-related initiatives gained traction, with over 1,000 active engagements and a significant rise in the adoption of the new AI pod subscription model.
- The company's top five clients saw a sequential growth of 2.1%, indicating solid demand for services.
- A share buyback program was launched as a sign of confidence in long-term prospects.