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Globant (GLOB) investor relations material

Globant Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary13 Aug, 2026

Executive summary

  • Launched Glob.AI, an AI-native platform enabling outcome-based, consumption-driven professional services, now adopted by 45 clients and 45% of top 20 accounts.

  • Glob.AI ARR reached $52.8M in Q2 2026, up 61% quarter-over-quarter, with a pipeline of $436.8M and expected to surpass $110M by year-end.

  • Q2 2026 revenue was $614.4M, flat year-over-year, with record free cash flow of $12.6M and strong growth in top client cohorts and AI/data studios.

  • Initiated a business optimization program, including workforce realignment and office consolidation, incurring a $32.3M one-time charge.

  • Workforce optimization and continued share repurchases were executed to align with business model transformation.

Financial highlights

  • Q2 2026 revenue: $614.4M, within guidance, up 1.2% sequentially and flat year-over-year.

  • Adjusted gross margin: 36.5%, slightly down due to FX headwinds and lower utilization.

  • Adjusted operating margin: 13.2%, below guidance, impacted by FX and optimization costs.

  • Adjusted net income: $60.3M (9.8% margin); adjusted diluted EPS: $1.40.

  • Free cash flow: $12.6M for Q2; $48.7M for H1 2026 (company record).

Outlook and guidance

  • Q3 2026 revenue expected between $607M–$615M; adjusted operating margin 13.5%–14.5%.

  • Full-year 2026 revenue guidance revised to $2.428B–$2.462B; adjusted EPS $5.75–$6.15.

  • AI Pods expected to reach 4% of revenue by year-end, with continued strong free cash flow and margin improvement as optimization benefits materialize.

  • Glob.AI ARR is on track to exit 2026 at no less than $110M.

  • Commercial opportunity pipeline for AI Pods stands at $436.8M, indicating strong future demand.

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Frequently asked questions

Globant S.A., provides software and technology consulting services worldwide. The company offers IT staffing, infrastructure management services, systems integration, application development and maintenance services, as well as end-to-end business solutions that include process reengineering and line of business applications development in the banking and financial services, insurance, media and entertainment, government and telecoms industries.