Core Insights - Globant reported third quarter revenues of $617.1 million, marking a 0.4% year-over-year growth, and generated $67.5 million in free cash flow [3][8][10] - The company emphasized its commitment to long-term growth through AI-driven solutions and a focus on high-potential accounts [2][3] - Adjusted operating margin increased to 15.5%, despite currency headwinds, reflecting improved profitability [3][8] Financial Highlights for Q3 2025 - Revenues reached $617.1 million, with an adjusted operating margin of 15.5% [3][8] - IFRS diluted EPS was $0.73, down from $0.98 in Q3 2024, while non-IFRS adjusted diluted EPS was $1.53, compared to $1.63 in the same period last year [8] - Gross profit margin was 34.8%, a decrease from 36.2% in Q3 2024 [8] Financial Highlights for Nine Months Ended September 30, 2025 - Total revenues for the nine months were $1,842.4 million, representing a 3.9% year-over-year growth [8] - IFRS diluted EPS for the nine months was $1.35, down from $2.88 in the previous year, while non-IFRS adjusted diluted EPS was $4.57, compared to $4.67 [8] - The gross profit margin for the nine months was 35.0%, compared to 35.8% in the same period of 2024 [8] Operational Metrics - As of September 30, 2025, Globant employed 29,020 individuals, with 27,123 in technology, design, and innovation roles [8][24] - Revenue breakdown for Q3 2025: 53.8% from North America, 19.9% from Latin America, 19.4% from Europe, and 6.9% from new markets [8][24] - The company served 978 customers in the last twelve months, with 339 accounts generating over $1 million in annual revenues, an increase from 331 year-over-year [8][24] Future Outlook - For Q4 2025, revenues are estimated to be at least $605.0 million, reflecting a -5.8% year-over-year decline [10][14] - Fiscal year 2025 revenues are projected to be at least $2,447.4 million, indicating a minimum of 1.3% year-over-year growth [10][14] - Non-IFRS adjusted profit from operations margin for Q4 2025 is expected to be at least 15.0% [10][14]

Globant S.A. (NYSE:GLOB) will release earnings results for the third quarter, after the closing bell on Thursday.Analysts expect the Luxembourg-based company to report quarterly earnings at $1.55 per share, down from $1.63 per share in the year-ago period. The consensus estimate for Globant's quarterly revenue is $615.35 million, compared to $614.67 million a year earlier, according to data from Benzinga Pro.On Nov. 6, Globant and Riot Games disclosed a partnership to elevate esports player and fan experien ...

Earnings Report - Globant S.A. is set to release its third-quarter earnings results after the market closes on Thursday [1] - Analysts predict earnings of $1.55 per share, a decrease from $1.63 per share in the same quarter last year [1] - The consensus estimate for quarterly revenue is $615.35 million, slightly up from $614.67 million a year earlier [1] Partnership Announcement - On November 6, Globant announced a partnership with Riot Games aimed at enhancing esports player and fan experiences [2] - Following the announcement, Globant's shares fell by 1.8%, closing at $61.77 [2] Analyst Ratings - Citigroup analyst Bryan Keane initiated coverage with a Neutral rating and a price target of $67 [4] - JP Morgan analyst Tien-Tsin Huang downgraded the stock from Overweight to Neutral with a price target of $78 [4] - Needham analyst Mayank Tandon maintained a Buy rating but reduced the price target from $115 to $85 [4] - Canaccord Genuity analyst Joseph Vafi assumed a Hold rating and cut the price target from $165 to $97 [4] - Mizuho analyst Dan Dolev maintained an Outperform rating and lowered the price target from $194 to $153 [4]

Core Insights - Globant and LALIGA have signed a Memorandum of Understanding (MoU) to transform LALIGA's operations through the adoption of artificial intelligence (AI) [1][4] - The partnership will utilize Globant's AI Pods subscription model, which consists of teams of AI agents supervised by experts to enhance operational efficiency [2][4] - The collaboration aims to create AI agents in key areas such as talent development, operations, and technology to improve sports performance analysis and workflow automation [3][4] Company Overview - Globant is a digitally native company focused on reinventing businesses through innovative technology solutions, with a strong emphasis on AI and digital transformation [1][8] - LALIGA is the largest football ecosystem globally, comprising 20 clubs in LALIGA EA SPORTS and 22 in LALIGA HYPERMOTION, with a significant social media following of over 258 million [6][7] Strategic Goals - LALIGA aims to incorporate AI as a strategic pillar for operational excellence and to modernize its competition, enhancing fan engagement [4] - The partnership is expected to set a precedent in the sports industry by being the first global sports organization to adopt agentic AI models [4][5] Technological Impact - The AI Pods model has been successfully implemented in various industries, including aviation and banking, indicating its potential for scalability and effectiveness in sports [2][3] - Sportian, the joint venture between Globant and LALIGA, will leverage AI to create a comprehensive suite of technological solutions for sports organizations [3][5]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Globant despite higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Globant is expected to report quarterly earnings of $1.54 per share, reflecting a year-over-year decrease of 5.5% [3]. - Revenue projections stand at $615.25 million, indicating a slight increase of 0.1% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.74% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Globant is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +0.13% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive reading indicates a likely earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Globant currently holds a Zacks Rank of 3, suggesting a potential to beat the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Globant exceeded the expected earnings of $1.52 per share by delivering $1.53, resulting in a surprise of +0.66% [13]. - Over the past four quarters, Globant has beaten consensus EPS estimates twice [14]. Conclusion - While Globant is positioned as a strong candidate for an earnings beat, other factors may also influence stock movement post-earnings release [15][17].

Core Insights - Globant and Riot Games have announced a multi-year strategic partnership aimed at enhancing innovation initiatives and fan communities in esports, particularly for League of Legends and VALORANT [1][2][6] - The partnership will focus on technological advancements, including artificial intelligence to improve esports viewing experiences and mobile integration capabilities [2][6] Company Overview - Riot Games, founded in 2006, is known for its player-focused games, with League of Legends being one of the most-played PC games globally. The company has expanded its portfolio with titles like VALORANT and has created significant esports events [4] - Globant is a digitally native company with over 30,000 employees across 35 countries, specializing in digital transformation and AI solutions for various industries, including media and entertainment [5] Partnership Details - The collaboration is described as the largest agreement in the gaming sector for Globant, emphasizing their commitment to pushing technological boundaries in esports [6] - Both companies share a vision of leveraging technology and creativity to enhance community engagement and entertainment experiences for players and fans [3][6]

Core Insights - Globant will release its third quarter financial results for the period ending September 30, 2025, on November 13, 2025, after market hours [1][4] - Following the earnings release, a video conference call will be held with key executives discussing the results, starting at 4:30 pm ET [2] Company Overview - Globant is a digitally native company focused on transforming businesses through innovative technology solutions, emphasizing digital reinvention and AI-powered services [3][5] - The company employs over 30,000 people across more than 35 countries and serves notable clients such as Google, Electronic Arts, and Santander [5] - Globant has been recognized as a leader in AI services and media consultation by IDC MarketScape and is noted as the fastest-growing IT brand globally [5] Recent Developments - Globant and YPF have launched Digital Suppl.AI, an AI-based platform aimed at modernizing and optimizing supply chain processes [6]

Core Insights - YPF and Globant have launched Digital Suppl.AI, an AI-based platform aimed at modernizing YPF's supply chain processes [2][9] - The platform includes eight agentic solutions focusing on procurement and inventory management to enhance business competitiveness [2][4] - The initiative aligns with YPF's Vision 2030, which aims for greater efficiency, competitiveness, and sustainability in operations [9][10] Company Overview - YPF is Argentina's leading energy company and the largest shale oil operator outside the United States, involved in various sectors of the energy value chain [11] - Globant specializes in digital transformation and AI solutions, providing technology and creativity to enhance enterprise performance [11][14] Project Details - Digital Suppl.AI will utilize 46 specialized AI agents to optimize sourcing, inventory, contract, and supplier management [9] - The project is executed under Globant's AI Pods model, which combines AI agents with human supervision to improve productivity and speed [2][9] - The platform is designed to automate processes, enhance decision-making, and provide personalized user experiences through natural language interaction [3][4] Strategic Goals - YPF aims to increase exports to over 30 billion dollars by 2031, with the Digital Suppl.AI project being crucial for achieving this target [6][10] - The partnership with Globant supports YPF's 4x4 Plan, which focuses on improving operational efficiency and positioning the company as a competitive player in the global energy market [10]

Globant S.A. (NYSE:GLOB) is one of the stocks on Jim Cramer’s radar recently. Cramer showed some pessimism around the company, as he remarked: “There are very few things that current AI can do better than a well-trained human, but the one thing it’s terrific at is writing software code, which is real bad news for software development companies like Globant that make custom software for its enterprise clients. As their customer base got more comfortable with AI… Globant found it harder to grow, and as AI g ...

Core Insights - The article introduces the concept of Agentic Tourism, an AI-powered operating model aimed at enhancing travel experiences by dynamically adjusting plans based on real-time conditions [1] - The model is developed through a collaboration between TOURISE and Globant, with strategic input from Kearney, highlighting the importance of digital transformation in the tourism industry [1] Company and Industry Summary - TOURISE and Globant are at the forefront of integrating AI into tourism, promising a more personalized and efficient travel experience [1] - The report emphasizes the potential of AI to optimize various aspects of travel, such as rerouting around adverse weather and managing staffing in anticipation of customer demand [1] - The collaboration signifies a trend towards leveraging technology to address challenges in the tourism sector, indicating a shift towards more adaptive and responsive service models [1]