Core Insights - EPAM Systems, Inc. will host a conference call on February 19, 2026, at 8:00 a.m. ET to discuss its fourth quarter and full year 2025 financial results, with a news release to be issued prior to the call [1][2] Company Overview - EPAM Systems has been a leader in digital transformation services and product engineering since 1993, focusing on software engineering expertise to assist global enterprises and startups [3] - The company integrates advanced AI technologies into business strategies through platforms like EPAM AI/RUN™ and initiatives such as DIALX Lab, enhancing clients' digital innovation and competitive edge [4] - EPAM operates globally while engaging locally with expert teams, aiming to improve lives and provide competitive advantages across various industries [5] Industry Recognition - EPAM was added to the S&P 500 and Forbes Global 2000 in 2021 and has been recognized as a "Most Loved Workplace" by Glassdoor and Newsweek [6] - The company ranks among the top 15 in Information Technology Services within the Fortune 1000 and is acknowledged as a leader in IDC MarketScapes for various service categories [6]

Core Insights - EPAM Systems, Inc. is hosting an Investor Day on March 12, 2026, to showcase its long-term growth strategy and progress in AI-driven business transformation [1][2] - The event will feature presentations from the CEO, CFO, and other executives, highlighting EPAM's unique capabilities in AI and digital transformation [2][3] Company Overview - EPAM Systems has been a leader in digital engineering and AI-enabled transformation services since 1993, focusing on addressing clients' transformation challenges through integrated strategies and technology consulting [5][6] - The company leverages AI and GenAI to enhance clients' digital innovation and competitive edge, utilizing platforms like EPAM AI/RUN™ and initiatives such as DIALX Lab [6][7] Market Position - EPAM was added to the S&P 500 and Forbes Global 2000 in 2021 and has received recognition as a top workplace by Glassdoor and Newsweek [8] - The company ranks among the top 15 in Information Technology Services within the Fortune 1000 and is recognized as a leader in various IDC MarketScapes [8]

Core Insights - The partnership between EPAM and Cursor aims to accelerate clients' transformation into AI-Native technology organizations by leveraging EPAM's extensive engineering expertise and Cursor's integrated development environment (IDE) [1][2][3] Company Overview - EPAM Systems, Inc. has established itself as a leading global provider of digital engineering, cloud, and AI-enabled transformation services since its inception in 1993, focusing on addressing clients' transformation challenges through integrated strategy and technology consulting [5][8] - The company has been recognized for its excellence, being added to the S&P 500 and Forbes Global 2000 in 2021, and is noted as a top company in Information Technology Services within the Fortune 1000 [8] Partnership Details - The collaboration with Cursor is designed to enhance the adoption of AI coding tools within large enterprises, addressing challenges in full adoption and daily use of these tools [2][3] - EPAM's support for Cursor includes deploying AI-Native workflows across thousands of developers, integrating advanced AI models, and providing training and change management to facilitate the transition to AI-first environments [9] Industry Impact - The partnership is positioned to redefine software development practices, enabling organizations to embrace AI-native approaches that enhance productivity and drive sustainable transformation [3][6] - By combining EPAM's engineering capabilities with Cursor's innovative IDE, clients can expect measurable improvements in efficiency, adoption rates, and return on investment [3][9]

Core Insights - EPAM Systems, Inc. has launched seven new AI agents on Google Cloud Marketplace, showcasing its commitment to innovation and collaboration with Google Cloud [2][3] - The AI agents are designed to provide production-ready solutions across various industries, including finance, healthcare, and retail, enhancing operational efficiency and customer experiences [1][3] Product Offerings - The initial offering includes: 1. Agentic Know Your Customer (KYC) - Automates KYC processes for financial services [5] 2. Streamlined Document Authoring - Accelerates the creation of clinical trial documents [5] 3. AI for Drug Discovery (Cloud Pipeline) - Speeds up drug discovery through workflow orchestration [5] 4. Agentic AI Query Optimization - Optimizes SQL queries to reduce execution time and costs [5] 5. Retail Media Orchestration Toolkit - Provides advanced media and data toolkit for retail [5] 6. Video Processing Suite - Converts unstructured video libraries into searchable assets [5] 7. Talk to Your Data - Enables natural language data analysis [5] Strategic Collaboration - The launch of these AI agents marks a significant advancement in EPAM's collaboration with Google Cloud, focusing on engineering, solutions, and go-to-market strategies [2][3] - EPAM's expertise in engineering has been pivotal in adopting Gemini Enterprise, ensuring the agents are built on robust and interoperable foundations [3] Market Position - EPAM Systems has established itself as a leading provider of digital engineering and AI-enabled transformation services, recognized for its innovative solutions and commitment to client success [6][9] - The company has been acknowledged in various industry rankings, including the S&P 500 and Forbes Global 2000, highlighting its strong market presence [9]

Core Insights - EPAM Systems, Inc. has been awarded the Innovate with Azure AI Platform 2025 Microsoft Partner of the Year Award for its leadership in developing AI solutions on Azure [1][2][4] - The award recognizes EPAM's innovation in creating AI solutions that demonstrate significant impact through specific customer use cases, particularly in collaboration with Albert Heijn [3][4] Company Achievements - EPAM's winning project involved the development of a scalable GenAI platform for Albert Heijn, enhancing operational efficiency through an AI-powered virtual assistant [4][5] - The company has also been recognized as a finalist in three other competitive categories, showcasing its broad capabilities in AI and digital transformation [5][6] Partnership with Microsoft - EPAM's status as a Microsoft Global Systems Integrator (GSI) reflects its deepening collaboration with Microsoft and commitment to delivering innovative solutions [7][8] - The partnership enables EPAM to leverage Microsoft's Cloud and AI platforms to drive transformative outcomes for clients [8] Industry Impact - EPAM integrates advanced AI technologies into tailored business strategies, enhancing clients' competitive edge and driving significant industry impact [9] - The company has been recognized for its engineering excellence and cloud expertise, underscoring its role in enterprise-scale transformation across various industries [7][11]

Core Insights - EPAM Systems, Inc. reported a third quarter revenue of $1.394 billion, reflecting a year-over-year increase of 19.4% [5][6] - The company raised its full-year revenue growth outlook for 2025 to a range of 14.8% to 15.2% [5][6] - CEO Balazs Fejes emphasized the company's focus on AI and AI-native innovation as a key driver for growth [2] Financial Performance - Third quarter revenues increased by $226.8 million compared to the same period in 2024 [6] - GAAP income from operations was $144.9 million, a decrease of 18.1% year-over-year [6] - Non-GAAP income from operations was $222.8 million, showing a slight decrease of $0.1 million compared to the previous year [6] - GAAP diluted EPS was $1.91, down 19.4% from $2.37 in the third quarter of 2024 [6] - Non-GAAP diluted EPS was $3.08, a decrease of 1.3% from $3.12 in the same quarter last year [6] Cash Flow and Shareholder Returns - Cash provided by operating activities for the first nine months of 2025 was $372.0 million, down from $428.9 million in the same period of 2024 [6] - The company repurchased $82.1 million of its stock in the third quarter and announced a new share repurchase plan for up to $1 billion [5][6] Outlook - For the full year 2025, EPAM expects revenues to be in the range of $5.430 billion to $5.445 billion, with a year-over-year growth rate of 15.0% at the midpoint [6] - The company anticipates GAAP diluted EPS to be in the range of $6.75 to $6.83 and non-GAAP diluted EPS to be between $11.36 and $11.44 [5][6] Workforce and Strategic Initiatives - Total headcount was approximately 62,350 as of September 30, 2025, with a 0.5% increase in delivery professionals since June 30, 2025 [6] - The company is investing in AI and AI-native innovation to enhance its strategic positioning in the market [2][9]

Core Viewpoint - EPAM Systems, Inc. has authorized a new stock repurchase program of up to $1 billion to enhance shareholder value and reflect confidence in future growth [1][4]. Company Overview - EPAM Systems, Inc. is a leading digital transformation services and product engineering company, recognized for its core engineering expertise and AI-native market position [3][4]. - The company has been operational since 1993, focusing on digital engineering, cloud, and AI-enabled transformation services [4][7]. Stock Repurchase Program - The stock repurchase program will allow EPAM to buy back shares through various means, including open market purchases and privately negotiated transactions, over a term of 24 months [2]. - The total amount and timing of repurchases will depend on market conditions and other corporate considerations [2]. Financial Performance - The company has shown three consecutive quarters of improving year-over-year organic constant currency revenue growth, indicating strong underlying business strength [4]. - EPAM maintains efficient free cash flow generation and a strong balance sheet, enabling it to return cash to shareholders while investing in business growth [4]. Strategic Focus - EPAM is executing a disciplined, multi-year strategy that includes client-centric investments and innovative go-to-market solutions [3]. - The company leverages AI and GenAI technologies to enhance digital innovation and competitive advantage for its clients [5][6]. Industry Recognition - EPAM was added to the S&P 500 and Forbes Global 2000 in 2021 and has received accolades as a "Most Loved Workplace" by Glassdoor and Newsweek [7]. - The company is recognized as a leader in various IDC MarketScapes for its services in experience build, design, and software engineering [7].

Core Insights - EPAM Systems has expanded its collaboration with Oracle to enhance multi-cloud transformation for enterprises, focusing on scalability, efficiency, and cost-effectiveness [1][2] - The partnership aims to integrate Oracle Cloud Infrastructure (OCI) and AI services into various industries, including healthcare, financial services, and insurance [1][2] Company Overview - EPAM Systems, established in 1993, is a leading global provider of digital engineering, cloud, and AI-enabled transformation services [5] - The company has over 1,100 global Oracle certifications, showcasing its expertise in implementing and managing OCI [2][5] Strategic Focus - The collaboration leverages EPAM's engineering strengths and over 30 years of expertise in Oracle products to deliver AI and cloud-native solutions [3][5] - EPAM aims to help organizations quickly realize value from OCI solutions within multi-cloud strategies [3] Industry Impact - The partnership is designed to assist enterprises in adopting effective AI solutions that address real-world challenges and enhance business growth [3][6] - EPAM integrates advanced AI technologies into tailored business strategies, driving significant industry impact and fostering continuous innovation [6][7]

Core Insights - EPAM Systems, Inc. will host a conference call on November 6, 2025, at 8:00 a.m. ET to discuss its Q3 2025 financial results, with a news release to be issued prior to the call [1] - The company has established itself as a leading global provider of digital engineering, cloud, and AI-enabled transformation services since its inception in 1993 [2] - EPAM leverages AI and GenAI to enhance clients' digital innovation and competitive edge through platforms like EPAM AI/RUN™ and initiatives such as DIALX Lab [3] - The company emphasizes local engagement with expert teams to deliver tailored solutions that improve lives and provide competitive advantages across various industries [4] - EPAM was added to the S&P 500 and Forbes Global 2000 in 2021 and recognized as a top company in Information Technology Services by Fortune 1000 and IDC MarketScapes [5]

Company Overview - EPAM Systems, Inc. is a leading global provider of digital engineering, cloud, and AI-enabled transformation services, established in 1993 [3] - The company focuses on addressing clients' transformation challenges through an integrated strategy that combines experience and technology consulting with over 30 years of engineering execution [3] Financial Results Announcement - EPAM Systems will host a conference call on August 7, 2025, at 8:00 a.m. ET to discuss its second quarter 2025 financial results, with a news release to be issued prior to the call [1] Digital Innovation and AI Integration - The company leverages AI and GenAI to deliver transformative solutions that enhance clients' digital innovation and competitive edge [4] - EPAM integrates advanced AI technologies into tailored business strategies through platforms like EPAM AI/RUN™ and initiatives such as DIALX Lab [4] Global Presence and Recognition - EPAM serves customers across six continents and has been recognized as one of the top 15 companies in Information Technology Services in the Fortune 1000 [6] - The company was added to the S&P 500 and Forbes Global 2000 in 2021 and has received accolades from Glassdoor and Newsweek as a Most Loved Workplace [6]