)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Grid Dynamics (GDYN) investor relations material
Grid Dynamics Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Achieved record Q3 2025 revenue of $104.2M, up 19.1% year-over-year and 3.0% sequentially, driven by strong AI demand, digital transformation, and new business wins.
AI contributed over 25% of organic revenue, with sequential AI growth of 10% and significant expansion in billable engineering headcount.
Employee headcount grew to 4,971, supporting global delivery across 19 countries and expanded client base.
Strategic acquisitions and partnerships with major cloud and AI providers enhanced capabilities and market reach, notably JUXT and Mobile Computing in 2024.
Board authorized a $50M share repurchase program, representing about 15% of cash, signaling confidence in future prospects.
Financial highlights
Q3 2025 revenue: $104.2M, up 19.1% year-over-year; GAAP net income: $1.2M (1.1% of revenue); non-GAAP net income: $8.2M (7.8% of revenue); non-GAAP EBITDA: $12.7M (12.2% margin).
Gross margin (non-GAAP): 33.8%, down from 38% year-over-year due to FX headwinds and higher delivery costs.
Cash and equivalents: $338.6M as of September 30, 2025, with no outstanding debt.
Net cash provided by operating activities for the first nine months: $30.7M, up from $23.1M in the prior year.
Non-GAAP diluted EPS: $0.09 in Q3 2025, down from $0.14 in Q3 2024.
Outlook and guidance
Q4 2025 revenue expected between $105M–$107M; full-year 2025 revenue guidance raised to $410.7M–$412.7M (17.1%–17.7% growth).
Q4 non-GAAP EBITDA guidance: $13M–$14M.
Margin improvement initiatives expected to increase margins by at least 300 basis points over the next 12 months.
Strategic focus on expanding AI, cloud, and industry verticals, with long-term target of $1B annual revenue.
Management expects to recognize all remaining performance obligations ($0.6M) as revenue in Q4 2025.
Detail the 300 bps margin expansion drivers.
What is Grid Dynamics' AI competitive edge?
Share repurchase vs. M&A capital allocation?
Is 300bps margin expansion a one-time gain?
How does custom AI drive market share?
Balance of buyback vs. M&A for growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Grid Dynamics earnings date
Q4 202519 Feb, 2026
Next Grid Dynamics earnings date
Q4 202519 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Grid Dynamics Holdings Inc. is a digital engineering services company specializing in technology consulting and software development. The company provides a range of solutions, including cloud transformation, big data analytics, artificial intelligence, and application modernization. Grid Dynamics serves clients across industries such as retail, technology, financial services, and healthcare, helping organizations accelerate their digital transformation initiatives and improve operational efficiency. The company is headquartered in San Ramon, California, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage