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Jun 30
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
Globant
Globant
Globant Revenue by Geographic Location
Revenue by Geographic Location
North America Revenue
CapyFin.comLatin America Revenue
CapyFin.comEurope Revenue
CapyFin.comNew Markets Revenue
CapyFin.com 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