Globant S.A. (NYSE: GLOB)

Globant S. A. is a global technology services provider that helps organizations with AI and digital transformation initiatives combining software engineering innovation design at scale capabilities and industry expertise.

The company generates revenue primarily from time and materials contracts and to a lesser extent from fixed price contracts additionally it earns a limited portion from the sale of technology solutions software licenses and other contractual arrangements and in 2025 it introduced AI Pods a subscription based model for AI powered services.

The company operates through the following segments.

• Core Studios provides cross functional expertise across engagements through the Digital Studio which enhances efficiency and accelerates breakthroughs by integrating AI into the software development lifecycle covering areas such as AI Connected Experiences Cybersecurity Data Immersive Experiences Quality Engineering Robotics Engineering CloudOps Blockchain Business Hacking Cultural Hacking and Agility Fast Code Internet of Things Digital Twin Payments Legal AI Sustainable Business and Loyalty the GUT Studio which empowers clients to connect brands to end consumers through experiential marketing using AI to turn data into insights and actions across Strategy Advertising Content and Social Full Funnel Media Martech Design Product and Commerce and the Enterprise Studio which delivers tailored technology for streamlined operations and productivity at scale offering end to end business process transformation services via SAP ServiceNow Salesforce Oracle AWS Adobe Google Cloud Microsoft and Process Optimization.

• AI Industry Studios combine AI capabilities with deep domain expertise to enable industry specific transformation across sectors such as Financial Services Media Entertainment Sports and Leisure Healthcare and Life Sciences CPG Retail and Automotive Gaming and EdTech Airlines Energy Oil and Gas and High Tech and Professional Services.

• AI Pods offer a subscription based delivery model for AI powered services that complements the traditional approach providing scalable access to AI enabled capabilities across functions such as software engineering product development design and quality assurance supported by Globant professionals and powered by the Globant Enterprise AI platform aiming to enhance efficiency predictability and speed to market while enabling deeper integration of AI into client engagements across industries and geographies.

• Globant Enterprise AI is the Agentic Innovation Platform that serves as the foundation of the company's agentic offering enabling the development orchestration and governance of private AI powered systems that learn adapt and evolve autonomously in a secure and cost effective manner organized into three hubs the Corporate Hub the AI Hub and the Agents Hub and includes agentic suites such as GeneXus Globant CODA Navigate Digital Twin Navigate Service Assist and Fusion as well as platforms like StarMeUp and DaXia.

Globant S. A. holds a recognized position among global technology service providers as shown by rankings from IDC MarketScape Gartner and Everest Group and competes with firms such as Accenture Atos Capgemini Cognizant Technology Solutions Deloitte Digital DXC Technology Endava EPAM Systems Inc. Genpact GlobalLogic Grid Dynamics HCL Technologies Infosys Tata Consultancy Services CI&T Wipro and differentiates itself through deep AI expertise domain expertise across industries long term relationships with blue chip clients such as Google and The Walt Disney Company a global delivery footprint and an experienced management team.

Globant S. A. serves medium to large sized companies in North America Latin America Europe and emerging markets operating in sectors such as Media and Entertainment Professional Services Technology and Telecommunications Travel and Hospitality Healthcare Banks Financial Services Insurance and Consumer Retail and Manufacturing and notable clients include Google and The Walt Disney Company.