Financial Data and Key Metrics Changes - In Q4 2020, the company reported revenues of $232.6 million, reflecting a 26.2% year-over-year growth and a 12.3% sequential increase [8][36] - For the full year 2020, revenues totaled $814.1 million, up 23.5% from the previous year [8][55] - Adjusted net income for Q4 2020 was $28.5 million, representing a 12.3% adjusted net income margin, compared to $24.2 million or 13.1% in Q4 2019 [51][64] - Adjusted diluted EPS for Q4 was $0.70, up from $0.64 in the same quarter of the previous year [52] Business Line Data and Key Metrics Changes - The largest customer, Disney, grew by 14.8% year-over-year and 10.4% quarter-over-quarter [38] - Revenues from the top five and top ten accounts increased by 40.2% and 40.8% respectively year-over-year [39] - The top three industry verticals for Q4 were banks, financial services, and insurance (23.7% of revenues), media and entertainment (21.8%), and consumer retail and manufacturing (13.8%) [40] Market Data and Key Metrics Changes - In Q4 2020, 65.9% of revenues were from North America, 24.3% from Latin America and others, and 9.8% from Europe [42] - European revenues grew by 142.9% year-over-year and 43.6% sequentially [42] - Latin America and others showed a 54% year-over-year growth [42] Company Strategy and Development Direction - The company aims to reinvent the professional services industry by focusing on six pillars: sustainable business strategy, culture and agility, engaging experiences, adaptive organizations, technology and data, and augmented capabilities [10] - The acquisition of Bluecap, a consulting firm in financial services, is expected to strengthen the consulting portfolio [12][13] - The company is committed to sustainability and diversity, launching initiatives like the Women that Build awards and a training program for young people in technology [19][21] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand environment post-COVID-19, noting strong bookings and a healthy pipeline [37][66] - The company remains cautious about potential impacts from new COVID-19 lockdowns but is encouraged by ongoing positive trends in various sectors [37] - The outlook for Q1 2021 anticipates revenues of at least $258 million, representing a 34.7% year-over-year growth [66] Other Important Information - The company reported a low attrition rate of 13% compared to 14.6% in Q4 2019, indicating strong employee retention [44] - Adjusted operating income for Q4 was $37.9 million, or 16.3% of revenues, compared to $30.4 million or 16.5% in Q4 2019 [46] - The company plans to continue investing in technology and training to meet future demand [45][67] Q&A Session Summary Question: Outlook for growth compared to last year - Management noted that demand is coming from various industries, not just key accounts, indicating a broad-based recovery [76][78] Question: Potential for acquisitions - The focus remains on organic growth, but the company is open to strategic acquisitions that enhance business development [78] Question: Workforce expansion and delivery model - The company is hiring significantly in regions like India, Brazil, and Mexico, with a focus on a hybrid work model [86][93] Question: Trends in bookings - There has been a strong increase in bookings across multiple industries, with a notable momentum in healthcare and e-commerce [108][110]

Globant S.A. (NYSE:GLOB) Q3 2020 Earnings Conference Call November 12, 2020 4:30 PM ET Company Participants Paula Conde - IR MartÃn Migoya - Co-Founder and CEO Juan Urthiague - CFO Patricia Pomies - Chief Delivery and People Officer Conference Call Participants Tien-Tsin Huang - J.P. Morgan Bryan Bergin - Cowen & Company Ashwin Shirvaikar - Citi Maggie Nolan - William Blair Diego Aragao - Goldman Sachs Arvind Ramnani - Piper Sandler Steve Enders - KeyBanc Capital Markets Operator Good day, and welcome to th ...

Globant S.A. (NYSE:GLOB) Q2 2020 Earnings Conference Call August 13, 2020 4:30 PM ET Company Participants Amit Singh – Head-Finance and Investor Relations for the U.S. MartÃn Migoya – Co-Founder and Chief Executive Officer Patricia Pomies – Chief Delivery and People Officer Juan Urthiague – Chief Financial Officer Conference Call Participants Puneet Jain – JPMorgan Bryan Bergin – Cowen Arvind Ramnani – Piper Sandler Ted Starck-King – William Blair Ashwin Shirvaikar – Citi Cesar Medina – Morgan Stanley Alex ...

We are Globant ) Empowering organizations for a digital and cognitive revolution Forward looking disclosure In addition to historical information, this presentation might contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "should," "plan," "expect," "predict," "potential," or the negative of t ...

Globant S.A. (NYSE:GLOB) Q1 2020 Earnings Conference Call May 14, 2020 4:30 PM ET Company Participants Paula Conde - IR MartÃn Migoya - Co-Founder and CEO Juan Urthiague - CFO Patricia Pomies - Chief Delivery and People Officer Conference Call Participants Tien-Tsin Huang - J.P. Morgan Ashwin Shirvaikar - Citi Maggie Nolan - William Blair Bryan Bergin - Cowen & Company Moshe Katri - Wedbush Securities Operator Hello, and welcome to the Globant Q1 2020 Earnings Conference Call. All participants will be in li ...

| --- | --- | --- | |-------------------------------------------------|-------|-------| | | | | | | | | | Empowering organizations for a GLOBANT We are | | | | digital and cognitive revolution | | | Forward looking disclosure In addition to historical information, this release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as "believe," "may," "will," "estimate," ...

Globant S.A. (NYSE:GLOB) Q4 2019 Earnings Conference Call February 20, 2020 4:30 PM ET Company Participants Amit Singh – Head-Finance and Investor Relations Martín Migoya – Co-Founder and Chief Executive Officer Juan Urthiague – Chief Financial Officer Mercedes MacPherson – Chief Talent and Diversity Officer Conference Call Participants Tien-Tsin Huang – JPMorgan Ashwin Shirvaikar – Citi Maggie Nolan – William Blair Steven Chang – Cantor Fitzgerald Arturo Langa – Itaú BBA Diego Aragao – Goldman Sachs Moshe ...

Globant S.A. (NYSE:GLOB) Q3 2019 Earnings Conference Call November 14, 2019 4:30 PM ET Company Participants Paula Conde - Investor Relations Officer Martin Migoya - Chief Executive Officer Juan Urthiague - Chief Financial Officer Conference Call Participants Tien Tsin Huang - J.P. Morgan Ashwin Shirvaikar - Citi Michael Vidovic - KeyBanc Bryan Bergin - Cowen Joseph Foresi - Cantor Fitzgerald. Diego Aragao - Goldman Sachs Arturo Langa - Itau BBA Operator Good afternoon, and welcome to the Globant Third Quart ...

Globant S.A. (NYSE:GLOB) Q2 2019 Results Earnings Conference Call August 15, 2019 4:30 PM ET Company Participants Paula Conde - IR Martin Migoya - CEO Juan Urthiague - CFO Conference Call Participants Tien-Tsin Huang - JPMorgan Maggie Nolan - William Blair Moshe Katri - Wedbush Ashwin Shirvaikar - Citi Bryan Bergin - Cowen Joseph Foresi - Cantor Fitzgerald Operator Good afternoon, and welcome to the Globant Second Quarter 2019 Earnings Conference Call. [Operator Instructions] I would now like to turn the co ...