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Jun 30, 2025
Globant Q2 2025 Earnings Report
Globant reported modest revenue growth and a small net loss in Q2 2025, offset by strong adjusted earnings and continued AI-driven expansion.
Key Takeaways
Globant generated $614.2M in revenue in Q2 2025, up 4.5% YoY. Despite a $3.7M net loss, the company posted an adjusted EPS of $1.53 and a 15% adjusted operating margin, while growing its AI pipeline to $3.7B.
Revenue grew to $614.2M, up 4.5% YoY
Net loss of $3.7M driven by $47.6M in one-time optimization charges
Adjusted diluted EPS increased to $1.53
Pipeline reached $3.7B, highest in company history
Revenue by Geographic Location
Forward Guidance
Globant expects flat YoY revenue growth in Q3, while maintaining strong margins and adjusted EPS.
Positive Outlook
- Q3 2025 revenue expected to reach at least $615M
- FY25 revenue guidance reaffirmed at $2.445B
- Adjusted EPS for Q3 guided to at least $1.53
- Adjusted operating margin guidance stable at 15%
- AI-led solutions and subscription model driving demand
Challenges Ahead
- Revenue growth for Q3 only 0.1% YoY
- Foreign currency volatility impacting revenue mix
- Net income impacted by optimization-related charges
- Softness in LATAM revenue contribution
- Ongoing macroeconomic uncertainty in core markets
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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