Grid Dynamics(GDYN) - 2025 Q3 - Earnings Call Presentation

Company Overview and Strategy - Grid Dynamics is a technology consulting, platform & product engineering, AI, and digital engagement services provider for Fortune 1000 corporations[8] - The company's DNA is centered around technology and innovation, positioning it as a strategic partner for global enterprises[18] - Grid Dynamics is pursuing a "GigaCube" strategic initiative to reach $1 billion in annual revenue through geographic scalability, innovation, and industry expansion[52] Financial Performance and Expectations - Q3 2025 revenue reached $104.2 million, representing a 19.1% year-over-year increase[60] - The company's Q4 2025 revenue expectations are between $105 million and $107 million[11] - Non-GAAP EBITDA for Q3 2025 was $12.7 million, which is 12.2% of revenue[60] - Non-GAAP net income for Q3 2025 was $8.2 million, or $0.09 EPS[60] AI and Technology Focus - Grid Dynamics has 9 years of experience in delivering AI solutions for enterprises[29] - The company has over 40 proprietary accelerators that reduce Fortune 1000 implementation time by approximately 50%[40] - The global AI IT consulting services spending is projected to be approximately $48 billion in 2025, growing to approximately $85 billion in 2028[33] Client Base and Growth - The company has a blue-chip client base with high client retention[17] - Revenue growth from mature clients (relationship length > 2 years) accounts for 85% of the company's organic growth[47] - Partner-influenced revenues have increased from less than 1% to 18% over the past 3 years[51]