Globant SA · Q2 2025 earnings

Briefing

Globant Q2 revenue hits $614.2M as AI pipeline reaches $3.7B despite $47.6M optimization charge

Globant reported Q2 2025 revenue of $614.2 million, up 4.5% year-over-year, with non-GAAP adjusted diluted EPS of $1.53 and adjusted operating margin of 15.0%. GAAP results were distorted by a $47.6 million Business Optimization Plan charge, producing a GAAP net loss of $3.7 million and diluted EPS of $(0.05). The company's sales pipeline reached a record $3.7 billion, up 25% YoY, driven by demand for AI Pods, subscription models, and its Enterprise AI platform. Globant ended the quarter with 30,084 employees and guided Q3 revenue of at least $615.0 million with adjusted operating margin of at least 15.0%.

• Q2 revenue $614.2M (+4.5% YoY); non-GAAP adjusted diluted EPS $1.53 vs $1.51 prior year
• Sales pipeline hit record $3.7B (+25% YoY) amid GenAI adoption acceleration
• Business Optimization Plan resulted in one-time $47.6M charge; GAAP net loss $3.7M
• Non-GAAP adjusted operating margin held at 15.0%; gross profit $217.6M (35.4% IFRS margin)
• Q3 guidance: revenue ≥$615.0M; FY2025 revenue ≥$2,445.0M (+1.2% YoY minimum)

Headline financials

Revenue & EPS history

Globant expects Q3 2025 revenue of at least $615.0M (+0.1% YoY) with non-IFRS adjusted operating margin ≥15.0% and adjusted diluted EPS ≥$1.53. Full-year 2025 revenue is expected at least $2,445.0M (+1.2% YoY) with adjusted diluted EPS ≥$6.12.