Globant S A Stock Price, News & Analysis

Globant (NYSE: GLOB) was recognized by Salesforce on Dec 2, 2025 for achieving expert-level implementation in MuleSoft Anypoint, Data Cloud, and Agentforce, the highest Salesforce Solution partner distinction. The recognition highlights client success, project delivery, certifications, and innovation, and positions Globant among a selective global group for integration, data, and AI-driven transformation.

Key disclosed metrics include 1,000+ Salesforce AI certifications, 58 global Delivery Centers, 5,100+ Salesforce projects implemented, and a 4.7/5 customer satisfaction score. The company says this complements its AI Pods subscription model to scale integration, data, and AI services.

Globant (NYSE:GLOB) signed an expanded partnership with FIFA on Nov 25, 2025 to extend a four‑year collaboration. Globant will deliver a broad portfolio of IT solutions, software and digital platform work, including enhancements to FIFA's digital platforms and a new mobile application to support upcoming tournaments.

Globant is a Tournament Supporter for the FIFA World Cup 2026 (North America) and the FIFA Women's World Cup 2027 (Europe), and will support the FIFAe Finals 2025 in Saudi Arabia and the FIFA U-20 World Cup 2027 in Azerbaijan and Uzbekistan.

Globant (GLOB) released its "Game On" Report on Nov 18, 2025, identifying five forces reshaping gaming in 2026: platform shift to portables and cloud, AI adoption in development and ops, deep engagement via franchises, creator-driven discovery, and rising regulatory pressure on monetization and AI. The report cites $189 billion projected global gaming revenues in 2025 (Newzoo) and a 97% developer AI adoption rate (Google Cloud Games Report 2025). It warns that large acquisitions in 2025 are altering competition and that studios must integrate AI responsibly, prioritize player trust, and design cloud-first experiences to stay competitive.

Globant (NYSE: GLOB) reported third-quarter 2025 results with $617.1 million revenue, a 0.4% year-over-year increase, and $67.5 million free cash flow. Non-IFRS adjusted profit from operations margin rose sequentially to 15.5%, while IFRS diluted EPS was $0.73 and Non-IFRS adjusted diluted EPS was $1.53. Nine-month revenue reached $1,842.4 million (+3.9% YoY) and nine-month Non-IFRS adjusted diluted EPS was $4.57. Cash and short-term investments were $167.0 million and headcount was 29,020. Geographic mix: 53.8% North America, 19.9% Latin America, 19.4% Europe, 6.9% New Markets. Management provided Q4 revenue floor of $605.0 million and FY2025 revenue floor of $2,447.4 million, plus FY Non-IFRS margin and EPS targets.

Globant (NYSE: GLOB) and LALIGA signed a Memorandum of Understanding on November 7, 2025 to scale the adoption of agentic artificial intelligence across LALIGA through Globant's AI Pods subscription model delivered via the Sportian joint venture.

The program will create AI agents for talent development, operations, and technology to support sports performance analysis, personalized content creation, and workflow automation within a centralized system. Sportian cites a track record across five continents with 40+ clients including Saudi Pro League, Lega Serie A, Major League Rugby, Club América, MotoGP, ONE Championship and the Belgian Pro League.

Globant (NYSE: GLOB) announced a multi-year strategic partnership with Riot Games on Nov 6, 2025 to support key tech initiatives across League of Legends and VALORANT esports.

The agreement is described as Globant's largest deal in its Games space and will focus on future explorations in artificial intelligence to augment esports viewing, plus mobile integration capabilities, content creation, streaming, game development, quality assurance, and live operations.

Globant (NYSE: GLOB) will release third quarter 2025 financial results for the period ended September 30, 2025 on Thursday, November 13, 2025 after market close. A video conference call and live Q&A with CEO Martin Migoya, CTO Diego Tártara, and CFO Juan Urthiague will begin at 4:30 pm ET the same day.

A shareholder letter will be posted on the company's investor relations website and the earnings call can be accessed at https://more.globant.com/F3Q25EarningsCall.

YPF (GLOB) and Globant launched Digital Suppl.AI on October 29, 2025, an agentic AI platform to modernize YPF's supply chain. The platform includes eight agentic solutions and 46 specialized AI agents focused on sourcing, procurement, inventory, contract, and supplier management in an initial phase prioritizing procurement and inventory.

Built on Globant's AI Pods subscription model, the project emphasizes human-supervised AI teams, automation, data integration, and natural language interaction to shorten cycles, optimize costs, and scale capabilities aligned with YPF's Vision 2030 and its export goals through 2031.

Globant (NYSE: GLOB) partnered with MIT Technology Review Insights to publish a report, "Transforming Commercial Pharma with Agentic AI," based on a May–July 2025 survey of 250 senior pharma, biotech and bioengineering executives across nine countries.

Key findings: 73% are planning, piloting or deploying agentic AI; top use cases include regulatory compliance (51%), data standardization (49%), patient support (46%) and market intelligence (46%). Top deployment challenges: workflow design 60%, compliance/validation 55%. Report cites generative AI economic opportunity of $60–$110B/year for pharma and medical products.