Core Insights - Globant S.A. has launched version 2.3 of its AI platform, Globant Enterprise AI (GEAI), integrating the Agentic Commerce Protocol (ACP) for AI agents with transactional capabilities [1][10] - The new version enhances interoperability across enterprise systems, allowing organizations to manage AI agents more effectively [2][10] - GEAI users have reported significant efficiency improvements, including an 80% reduction in legacy system modernization time and a 50% decrease in software development costs [4][10] Product Developments - GEAI 2.3 builds on previous updates, including the Model Context Protocol (MCP) and Agent-to-Agent (A2A) communication, to create a more scalable AI ecosystem [2] - The addition of ACP allows AI agents to facilitate purchases through conversational interfaces, leveraging existing payment infrastructures [3] Market Performance - Globant's pipeline reached a record $3.7 billion in Q2 2025, reflecting a 25% increase year-over-year [6] - For Q3 2025, Globant anticipates revenues of at least $615 million, indicating a slight year-over-year growth of 0.1% [7] - The company expects revenues of at least $2,445 million for the full year 2025, representing a 1.2% year-over-year growth [7] Stock Performance - Globant currently holds a Zacks Rank of 3 (Hold), with shares declining 72.1% over the past year compared to the industry growth of 51.4% [8]

Core Insights - Globant introduces AI Pods, a subscription model for AI-powered services aimed at disrupting traditional IT services [1][2] - The AI Pods are designed to provide scalable, smarter solutions with reduced time to market and lower costs [2][3] - The company emphasizes a shift from effort-based services to outcome-oriented services, leveraging its advanced AI platform, Globant Enterprise AI (GEAI) [3][6] Company Overview - Globant is a digitally native company focused on reinventing businesses through innovative technology solutions [1][5] - The company has over 31,100 employees and operates in 36 countries, serving major clients like Google and Santander [7] - Globant has been recognized as a leader in AI services and media consultation by IDC MarketScape [7] Industry Impact - The introduction of AI Pods is seen as a significant change in the IT services sector, with early implementations in finance, retail, and media showing substantial efficiency gains [4][6] - The model promotes a consumption-based pricing strategy that aligns costs with outcomes rather than efforts [6]