Globant S.A. Q1 2026 Earnings Recap

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.