GLOB
Globant S.A.66.00
-1.41-2.09%
Dec 16, 4:00:03 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Pods cannibalize core for margins
Q&A showed management embracing AI Pods cannibalizing traditional seat-based revenue, viewing transitions—even revenue-neutral—as key to scalability and 45-60% margins versus 38% blended. Upper guidance requires pods acceleration plus macro lift; midpoint assumes steady trends amid Q4's record bookings ramping H1. No LatAm tariff headwinds; tech, healthcare verticals poised to rebound. FX squeezed margins, but pods mix offsets. Procurement warms to token transparency. Pods trump seats. Watch pipeline conversion for growth resumption mid-year.
Key Stats
Market Cap
2.91BP/E (TTM)
30.14Basic EPS (TTM)
2.19Dividend Yield
0%IPO
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