What guidance did Globant's management provide for the next earnings period?

Did Globant beat or miss consensus estimates last quarter?

What is Globant's latest dividend and current dividend yield?

What were the key takeaways from Globant's earnings call?

What does Globant do and what are its main business segments?

What were the key takeaways from Globant’s earnings call?

What is the revenue and EPS growth rate for Globant year over year?

What factors drove the changes in Globant's revenue and profit?

- **Revenue Beats Expectations**: Q3 2025 revenue of $617.1 million (+0.4% YoY) exceeded guidance, with bookings up 30% YoY.
- **AI-Driven Growth**: 900 AI projects in pipeline, AI Pods pipeline doubled in 2.5 months, and 17 top clients engaging with subscription model.
- **Margin Resilience**: Operating margin improved to 15.5%, with free cash flow of $67.5 million and $125M buyback program.
- **2026 Outlook**: Cautious optimism on stabilization in professional services and AI-driven deal flow.

**【CEO Summary Section】**
- Q3 2025 revenue reached $617.1 million, exceeding guidance by $2 million, with bookings growing 30% year-over-year.
- AI adoption is accelerating, with 900 AI-related projects in the pipeline and 17 of top 20 clients engaging with the new subscription model.
- Emphasis on reinvention through AI Studios and Core Studios, driving enterprise-wide transformation via Globant Enterprise AI platform.

**【CFO Financial Commentary】**
- Adjusted gross profit margin remained stable at 38.9%, while adjusted operating margin improved to 15.5% (up 50 basis points sequentially).
- Free cash flow generation was strong at $67.5 million, with a $125 million share buyback program announced to enhance shareholder value.
- Full-year 2025 revenue guidance revised to $2.04474 billion, reflecting 1.3% year-over-year growth.

**【Q&A Key Highlights】**
- **AI Adoption & Pipeline Growth**: 900 AI readiness projects in pipeline, AI Pods pipeline doubled in 2.5 months, and 56.7% of bookings from 100-squared clients.
- **Subscription Model Momentum**: 17 of top 20 clients in discussions for AI Pods, with YPF and Riot Games as flagship examples.
- **2026 Outlook**: CFO expects stabilization in professional services and cautious optimism on growth, with focus on margin discipline.
- **Headcount & Productivity**: Headcount growth will align with deal flow, with utilization targeting 80% to balance AI-driven productivity gains.

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