Globant

Globant has appointed Sarab Narang as CEO of Glob.AI; he will report directly to Martín Migoya. Narang brings more than 23 years of experience in AI products and go-to-market strategies, most recently at ServiceNow and previously in senior roles at Amazon Web Services. Glob.AI provides companies access to “AI Pods” with an output-based pricing model. Glob.AI's annual recurring revenue growth was around 60% in the quarter to June, the pipeline stands at USD 436 million, and the technology is used by 45% of its 20 largest clients. » Altro su de.investing.com

Globant missed Q2 adjusted EPS consensus ( $1.40 vs. $1.50 ) and reported flat revenue of $614.4 million. Management lowered full-year revenue guidance to $2.428–2.462 billion and cut adjusted operating margin guidance to 13.5–14.5%; the Q2 margin was 13.2%. The company cited weaknesses in new markets, reduced travel and hospitality spending, longer decision cycles in North America, and adverse currency effects; the positive ARR increase from Glob.AI was not enough to shift sentiment. The stock fell about 14.6% in premarket trading to $35.01, well below the prior close of $40.99. » Altro su de.investing.com

Globant reported Q2 revenue of $614.4 million and adjusted diluted EPS of $1.40, but fell short of expectations on profitability. The company lowered its 2026 annual forecast to $2.428–$2.462 billion, citing currency pressure, slower decision cycles in North America and weakness in new markets. AI initiatives show strong momentum: ARR from the AI pods rose to $52.8 million, and Glob.AI is expected to exceed $110 million ARR by year-end. Globant is continuing a business optimization program, expects further charges and emphasizes the shift to an AI-native delivery model. » Altro su de.investing.com

Globant has unveiled the Glob.AI platform, which delivers AI services through specialized "AI Pods" and bills customers based on outcomes or usage instead of per license or hour. AI Pods combine AI agents with human oversight, provide documented, tested processes, and are said by the company to be at least 30% more productive than traditional approaches. Customers retain control over deployed models and data, which are not used to train external models. Initial Fortune 500 customers report efficiency gains; partnerships include Anthropic, OpenAI, AWS, Google Cloud Platform and SAP. » Altro su de.investing.com

Globant has entered a multi-year alliance with Anthropic to integrate the Claude models into its service offering and to offer 'AI Pods' for industries such as media, gaming, aviation and hospitality. The company has joined the Claude Partner Network as a Preferred Services Partner, plans to certify Forward Deploy Engineers and aims to train 5,000 architects; 40% of its 20 highest-revenue customers are already using the AI Pods. The stock trades at $30.08 (a decline of 67% over the past year); Globant is profitable with a price-to-earnings ratio of 12.28 (earnings of $2.45 per share). » Altro su de.investing.com