Globant S.A., together with its subsidiaries, provides technology services in the United States, rest of North America, Latin America, Europe, and internationally. ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $5.96 · Revenue $2.45B · 12 analysts
Est. EPS $1.61 · Revenue $632.75M · 8 analysts
Est. EPS $1.66 · Revenue $637.36M · 8 analysts
Est. EPS $6.25 · Revenue $2.51B · 12 analysts
EPS $0.04 · Revenue $614.42M
EPS $0.85 · Revenue $607.09M
EPS $2.29 · Revenue $2.45B
EPS $0.73 · Revenue $617.14M
EPS $-0.05 · Revenue $614.18M
EPS $0.68 · Revenue $611.09M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.5B | +1.6% | +1.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $102.9M | -37.9% | -95.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +35.0% | -2.1% | +12.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +7.0% | -25.0% | -64.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +4.2% | -38.9% | -95.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $261.2M | +18.2% | -65.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +10.6% | +16.3% | -65.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 22.6% | +8.3% | +12.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.64x | +6.4% | +1.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $3.3B | +4.8% | -1.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.29 vs 6.11 | -62.5% | 0.04 vs 1.61 | -97.5% |
| Revenue Surprise | $2.5B vs $2.5B | +0.2% | $614.4M vs $632.8M | -2.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Rottenberg Linda | director | Common Stock | A | 1,890 | — |
| Sep 1, 2026 | Pinelli Maria | director | Common Stock | A | 945 | — |
| Sep 1, 2026 | Petroni Merhy Andrea Mayumi | director | Common Stock | A | 945 | — |
| Sep 1, 2026 | McLaughlin Andrew John | director | Common Stock | A | 945 | — |
| Sep 1, 2026 | Alvarez-Demalde Francisco | director | Common Stock | A | 945 | — |
Arturo Langa: Welcome to Globant's second quarter 2026 earnings conference call. I am Arturo Langa, Investor Relations Officer at Globant. All participants on this call will be in listen-only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded and streamed live on YouTube. By now, you should have received a copy of the earnings release. If you have not, a copy is available on our website, investors.globant.com. We will begin with remarks by our Chief Executive Officer, Martín Migoya, our Chief Technology Officer, Diego Tartara, and our Chief Financial Officer, Juan Urthiague, followed by a Q&A where they will be joined by our Chief Revenue Officer, Fernando Matzkin. Before we begin, I would like to remind you that some of the comments on our call today may be deemed forward-looking statements. This includes our business and financial outlook and the answers to some of your questions. Such statements are subject to the risks and uncertainties as described in the company's earnings release and other filings with the SEC. Please note that we follow IFRS accounting rules in our financial statements. During our call today, we will report non-IFRS or adjusted measures, which is how we track performance internally and the easiest way to compare Globant to our peers in the industry. You will find a reconciliation of IFRS and non-IFRS measures at the end of the press release we published on our investor relations website announcing this quarter's results. I will now turn the call over to Martín Migoya. Martín Migoya: Good afternoon, everyone, and thank you for joining us. Today, I want to talk about a change we are leading, a new way of creating value for our customers, delivering our work, a way of pricing it, which is already starting to compound. For more than 20 years, we have engineered the digital reinvention of the world's leading organizations, building the software, products, and platforms that run their businesses, delivered by dedicated high-performing teams and priced through on fixed-scope engagements or time and materials. That work remains the backbone of Globant. One year ago, I introduced you to AI Pods, a new AI-native revenue stream built on that foundation, but priced on the actual output and value we deliver or on consumption rather than on the hours we bill. As AI Pods deliver more work at higher margin for a similar price, our top line can understate the progress underneath it. As this grows, it will be relevant to assess annual recurring revenue per head, AI Pod margins, and client penetration alongside the total revenue line. Before I go further, let me be precise about two names you will hear all call. Glob.AI is the platform we opened to the market last week. AI Pods are the service units that live on it, run by AI agent workflows, and supervised by our experts. The revenue they create, I will call Glob.AI ARR. Hold those three together, the platform, the …
| Name | Title | Gender | Year Born | Status |
|---|---|---|---|---|
Francisco Michref | Government Affairs & Sustainability Director | Male | — | Active |
Vikas Krishan | MD & Head of Clients | — | — | Active |
Michael Feathers | Chief Architect | Male | — | Active |
Nicolas Avila | CEO of Media, Entertainment, Sports & Hospitality I AI Studio | Male | — | Active |
Nicolas Pablo Kaplun | CEO of Finance AI Studio | Male | — | Active |
Patricio Pablo Rojo | Chief Legal Officer & General Counsel | Male | — | Active |
Ignacio Cantalupo | Chief Operating Officer of North America | Male | — | Active |
Nestor Augusto Nocetti | Co-Founder & Chief Corporate Affairs Officer | Male | — | Active |
Sebastian Arriada | Chief Information Officer | Male | — | Active |
Wanda Weigert | Chief Marketing Officer | Female | — | Active |
Diego Tartara | Chief Technology Officer | Male | — | Active |
Yanina Maria Conti | Chief Accounting Officer | Female | — | Active |
Guibert Andres Englebienne | Co-Founder, President of Globant X, Globant Ventures & Latin America and Director | Male | 1966 | Active |
Juan Ignacio Urthiague | Chief Financial Officer & Investor Relations Officer | Male | — | Active |
Martín Gonzalo Umaran | Co-Founder, Chief Corporate Development Officer, President of EMEA & Director | Male | 1968 | Active |
Martin Migoya | Co-founder, Chairman, Chief Executive Officer & President | Male | 1968 | Active |
Globant (GLOB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Glob.AI allows companies to instantly deploy enterprise-grade AI services with transparent, output or consumption linked pricing, not per hours or per seat. Those services are delivered as AI Pods: service units run by a set of AI agents and supervised by human experts, each specialized by task and industry.
LUXEMBOURG, July 30, 2026 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company that helps organizations thrive in a digital and AI-powered future, today announced it will release results for the second quarter ended June 30th, 2026 on Thursday, August 13th, 2026 after the close of regular market hours. Following the earnings release, Martin Migoya, Globant's Chief Executive Officer & co-founder, Diego Tártara, Chief Technology Officer, Juan Urthiague, Chief Financial Officer, and Fernando Matzkin, Chief Operating Officer, will discuss the results in a video conference call and a live Q&A session beginning at 4:30 p.m.
ABN Amro Investment Solutions purchased a new position in Globant S.A. (NYSE: GLOB) in the first quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 220,039 shares of the information technology services provider's stock, valued at approximately $10,146,000. ABN Amro Investment Solutions owned 0.50% of Globant at the
Globant (GLOB) faces existential risk from generative AI, but current valuation at ~5x earnings may overstate the threat. GLOB's business is not collapsing: revenue rose 1.6% last year, and the company remains scalable with a solid balance sheet and ongoing buybacks. The pace of AI disruption is critical; a slower transition allows GLOB to adapt, find profitable niches, and mitigate downside risk.
