EPAM Systems 2026 Investor Day Summary Company Overview - **Company**: EPAM Systems (NYSE: EPAM) - **Event**: 2026 Investor Day held on March 12, 2026 - **Focus**: Positioning for success in the AI era, emphasizing the theme "AI Made Real" [1][4] Core Industry Insights - **Market Dynamics**: The IT services market is projected to grow to $1.8 trillion by 2029, with a CAGR of 5% [13]. The AI market is expected to reach $4.7 trillion by 2029, indicating a significant growth opportunity [14]. - **AI Services Growth**: The AI services segment, particularly AI services plus AI cybersecurity, is growing at a strong double-digit CAGR [14]. Strategic Positioning - **Transformation Focus**: EPAM is reinventing itself as a global leader in AI transformation services, leveraging engineering talent to solve complex business and technology problems [5][6]. - **Adoption Gap**: There is a notable gap between the rapid growth of AI capabilities and the slower adoption rates in enterprises, presenting an opportunity for EPAM to assist clients in catching up [7][8]. - **Client Relationships**: EPAM has deep relationships with clients, with over 80 of the top 100 clients executing AI native projects [11]. Financial Performance - **Revenue Growth**: EPAM reported nearly $4.5-$4.6 billion in revenue for 2025, marking the sixth consecutive quarter of revenue growth [9]. - **Global Presence**: The company operates in 55 countries with a workforce of 62,000, including 56,000 delivery professionals [9]. AI Strategy and Offerings - **AI Native Engineering**: EPAM is focusing on AI native engineering and business transformation, with initiatives like AI/RUN to guide clients in AI adoption [19]. - **New Services**: Introduction of new AI native services such as Empathy Lab, which focuses on AI native experiences [20]. - **Talent Development**: Emphasis on creating a new type of engineer, termed "full stack agentic engineers," who can manage complex AI-driven projects [46][62]. Go-to-Market Transformation - **Sales Strategy**: EPAM is transforming its go-to-market approach to integrate consulting with engineering, creating a consultative moat alongside its engineering capabilities [27][31]. - **Market Adaptation**: The company is adapting its sales and marketing strategies to meet the evolving needs of large enterprises in an AI-centric environment [25][26]. Partnerships and Ecosystem - **Strategic Partnerships**: EPAM has expanded its ecosystem to include over 160 partners, enhancing its ability to deliver AI solutions [34]. - **Innovation in Collaboration**: The company is working with partners to build platforms and drive delivery efficiency, showcasing a collaborative approach to AI innovation [35][36]. Future Outlook - **Autonomous AI**: EPAM is laying the groundwork for future autonomous AI solutions, with current projects serving as a foundation for this evolution [68]. - **Complex Engineering Demand**: The demand for complex engineering solutions is expected to grow, with EPAM positioned to capitalize on this trend [66][69]. Key Takeaways - EPAM is strategically positioned to lead in AI transformation services, leveraging its engineering heritage and deep client relationships to drive growth in a rapidly evolving market [22][49]. - The company is focused on bridging the gap between AI capabilities and enterprise adoption, creating significant opportunities for future growth [7][8].

Core Insights - EPAM Systems has launched Empathy Lab in North America to assist Chief Marketing Officers (CMOs) in leveraging AI for business growth and transformation [1] - The agency aims to unify marketing, product, and technology through AI-powered platforms that emphasize human insight [1] - Empathy Lab's approach is designed to help brands maintain differentiation and build lasting customer relationships in an increasingly AI-driven market [1] Company Overview - EPAM Systems, Inc. is a leading digital and AI transformation company, recognized for its software engineering expertise and digital strategy services [2] - The company has been operational since 1993 and has established itself as a key player in digital engineering, cloud, and AI-enabled transformation services [2] - EPAM has been included in the S&P 500 and Forbes Global 2000, and is recognized as a top IT vendor in Europe [2] Empathy Lab's Objectives - Empathy Lab aims to help CMOs navigate the complexities of integrating AI into marketing strategies, focusing on connecting siloed functions and enhancing customer experiences [1] - The agency offers a suite of AI-powered tools designed to support various stages of the marketing lifecycle, from insights and planning to content and measurement [1] - Recent projects include empowering over 700 marketers at Reckitt and developing an Agentic Retail Media Platform for a major UK supermarket [1] Leadership and Expansion - Ben Hall has been appointed as the Head of Empathy Lab for North America, bringing over 20 years of experience in enterprise growth [1] - The North American launch follows a successful inaugural year in Europe, where Empathy Lab partnered with global brands and agency groups [1] - The focus is on providing integrated services that combine creativity, technology, and human insight to enhance marketing effectiveness [1]