Slide 1: F2Q26 Investor Presentation
F2Q26 INVESTOR PRESENTATION Technology that dares to delight
Slide 2: Investment Highlights
INVESTMENT HIGHLIGHTS Pure play in the service-as-software Global presence, leveraging next-gen space. software and the right talent and skills. Supervised AI at the core - powered by Strong set of Accelerators that GLOB.AI as a way to scale AI Native leverage AI and other technologies to service as
Slide 3: Market Opportunity / Resilient Business Model
MARKET OPPORTUNITY RESILIENT BUSINESS MODEL On top of ongoing digital trends, the recent wave of generative AI has proven that digital transformation is imperative for any business: $6T+ Market Pivot: Ratio of enterprise spend on Technical Debt & Core Modernization: Modernizing services vs. software
Slide 4: This Is Globant
THIS IS Revenue Trajectory ($M) Revenue Per Head ($K) CAGR 25.6% Case Studies & Recognitions 2003 2006 2009 2014 2017 2019 2020 2021 2023 2024 2025 2026 Founded Signed Studios Listed on Recognized as a 2017 BeKind Recognized as a 2020 Crossed $1B in 20th anniversary Launch of Launch of Launch of Goo
Slide 5: The Shift to Service-as-Software
New Age of Professional Services The Shift to Service-as-Software The Strategic Shift Key Metric: Glob.AI ARR ● Service-as-Software Model: Expanding our offering ● Rapid ARR Growth: Reached $52.8M as of June, up to a larger professional services TAM estimated at 60% sequentially from $32.8M in March
Slide 6: What is GLOB.AI? The AI-Native Services Engine
AI-Powered Platform What is GLOB.AI? The AI-Native Services Engine 1. THE PLATFORM 2. THE SERVICE UNITS A single, web-based self-service destination where Powered by AI Pods—agentic service units run by specialized enterprises find, deploy, and consume AI-native workflows and supervised end-to-end by
Slide 7: GLOB.AI: Scaling AI-Native Delivery
AI-Powered Platform GLOB.AI: Scaling AI-Native Delivery CAPABILITIES MOMENTUM 140+ Large Language Models Running a unified, robust self-service platform that integrates top industry models seamlessly. $52.8M $110M+ ARR as of June ARR Run-Rate Target Expert-Supervised Agentic Workflows Up 60% sequenti
Slide 8: Engineering on demand. Powered by AI. Orchestrated by Globant.
Engineering on demand. Powered by AI. Orchestrated by Globant. AI Pods are a dedicated, AI-native delivery unit that combines the power of autonomous AI agents powered by Globant Enterprise AI with human orchestration and oversight
Slide 9: AI Pods
AI Pods /AI-Driven Scalability and Future-Proofing Leverage GLOB.AI & AI Pods for unlimited scalability that grows seamlessly with technological advancements, adapting instantly to your evolving business needs /Dramatic Efficiency Gains Accelerate tasks and reduce workloads by transforming productivi
Slide 10: Global Autonomous Culture
GLOBAL AUTONOMOUS CULTURE Our global delivery centers are successful thanks to a strong and autonomous culture that runs through every Glober Our Agile Pods Model aims to better Our Inverted Org Chart with the Our StarMeUp platform creates an align business and technology Pods at the front and cente
Slide 11: Our Studio Networks
Our STUDIO NETWORKS foster collaboration, fuel creativity, and deliver transformative results to our clients. AI STUDIOS CORE STUDIOS GLOBANT GUT DIGITAL EVOLUTION ENTERPRISE Gain a competitive advantage in Supercharge your strategy, creativity, Power your business transformation with SAP, Accelerat
Slide 12: Some of the Clients We Work With
SOME OF THE CLIENTS WE WORK WITH 12 |
Slide 13: Our Innovative Solutions
OUR Innovative Metropolitan Police OpenBank To improve public access Creating the first true to the Metropolitan SOLUTIONS digital bank offering a Police, we helped build highly personalized, an online system to exclusively digital reduce response times banking by 44% Autodesk EA Royal Caribbean Leve
Slide 14: Financial Review
FINANCIAL °° REVIEW ~
Slide 15: At a Glance
Global Delivery Model AT A GLANCE 27,400+ globers in 35 countries Key Statistics Headcount Distribution (as of Jun’26) $2.5B 25.6% $91.2K Argentina LTM Q2’26 total 2014 – 2025 LTM Q2’26 Revenue Revenue Revenue CAGR per IT Professional Colombia Other LATAM 36.5% 13.2% $52.8M India NA, Europe, MENA Q2
Slide 16: Significant Revenue Growth
SIGNIFICANT REVENUE GROWTH Average Revenue by Client ($M) Revenue ($M) Average Revenue by Client ($M) CAGR(‘14-’25): 26.5% Top 10 CAGR: 21.0% Top 20 CAGR: 20.8% Clients with Revenues >$1M Client Revenue Contribution (%) Clients 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Top 1 9 12 1
Slide 17: Revenue Breakdown (Q2'26)
REVENUE BREAKDOWN (Q2’26) Geography Contract type Currency Industry 5% 2% 7%3% North America Time and Materials USD Media and Entertainment Banks, Financial Services LATAM Fixed Price Others and Insurance Consumer, Retail and Manufacturing Europe Licences, Resales Travel and Hospitality and Others N
Slide 18: Strong Ability to Develop Accounts
STRONG ABILITY TO DEVELOP ACCOUNTS Increasing # of multi million $ accounts 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100 squared strategy: $20M+ 0 1 2 3 5 7 7 12 13 16 20 20 ● Dedicated onsite teams $10M+ 2 5 6 9 9 14 13 22 25 34 44 48 ● Strategic partner $5M+ 10 10 11 18 21 26 32
Slide 19: Attractive Profitability
ATTRACTIVE PROFITABILITY Adjusted Gross Profit ($M) Adjusted Profit from Adjusted Net Income ($M) Operations ($M) % of revs % of revs % of revs 38.1 38.2 37.9 38.1 36.5 15.2 15.4 15.2 15.0 13.2 11.9 11.8 11.3 11.3 9.8 Note: Adjusted Gross Profit excludes depreciation and amortization and share-based co
Slide 20: Our Growth Strategy
OUR GROWTH STRATEGY 100² STRATEGY STUDIO GLOBAL EXPANSION GLOB.AI STRATEGY Focusing on 100 key accounts CROSS-SELLING Scaling operational reach through Leveraging supervised AI and with potential annual revenues of Leveraging specialized studio talent diversification, targeted agents to optim
Slide 21: Leading This Dream, Our Management Team
LEADING THIS DREAM, OUR MANAGEMENT TEAM BOARD OF DIRECTORS Martín Migoya Martín Umaran Guibert Englebienne Chairman of the Board, CEO Chief Corporate Development Officer, President of Globant X, President of & Co-founder President of EMEA & Co-founder Latam & Co-founder Linda Rottenberg Francisco Ál
Slide 22: Forward Looking Disclosure
FORWARD LOOKING DISCLOSURE In addition to historical information, this presentation might contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as “believe,” “may
Slide 23: Technology that dares to delight
Technology that dares to delight