Slide 1: F4Q25 Investor Presentation
F4Q25 INVESTOR PRESENTATION Technology that dares to delight
Slide 2: Investment Highlights
INVESTMENT HIGHLIGHTS Pure play in the digital Global presence, leveraging next-gen and cognitive space software and the right talent and skills Organized into Studios, delivering Strong set of Accelerators that domain expertise in emerging leverage AI and other technologies to technologies and indu
Slide 3: Market Opportunity
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: Organizations need to accelerate their digital By 2028, the total market for generative AI will transformation reach a
Slide 4: $2.1T worldwide IT services spending expected to be reached by 2027
$2.1T 85% 90% worldwide IT services spending expected to of CEOs reported increased of service providers will investments in digital capabilities use generative AI for be reached by 2027 and 77% are increasing software development investments in IT services by 2027. Also Source: Gartner Forecast: IT
Slide 5: This Is Globant
THIS IS 28,700+ Revenue Trajectory ($M) CAGR 25.6% employees Globers 16,000+ 1,000+ 2010 2020 Q4 2025 Case Studies & Recognitions 2003 2006 2009 2014 2017 2019 2020 2021 2023 2024 2025 Founded Signed Studios Listed on Recognized as a 2017 BeKind Recognized as a 2020 Crossed $1B in 20th anniversary L
Slide 6: Some of the Clients We Work With
SOME OF THE CLIENTS WE WORK WITH 6 |
Slide 7: 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 8: Our Studio Networks Foster Collaboration, Fuel Creativity, and Deliver Transformative Results
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, Accelerate your product and platform Power your busine
Slide 9: We are Globant's
We are Globant's Driving A World That Needs To Be Built On AI Agentic for Enterprise System Evolution Agentic Software Development Agentic Innovation Platform & Productivity Booster Agentic Process Compass Agentic Service Support Accelerating Fintech Social Operating Industries Accelerator System of
Slide 10: 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 11: AI Pods
AI Pods /AI-Driven Scalability and Future-Proofing Leverage 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 productivity through
Slide 12: 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 13: About Globant
ABOUT GLOBANT NORTH LATIN MENA & EUROPE AMERICA AMERICA APAC Our global, diverse Canada United States Argentina Brazil Belarus Bulgaria Australia China and inclusive talent pool Chile Denmark India Colombia France Morocco We take pride in our people, and we’re fully aware Costa Rica Germany Philippi
Slide 14: Global Delivery Model
GLOBAL DELIVERY MODEL Total Headcount Geographic mix (%) Country Dec-14 Dec-15 Dec-16 Dec-17 Dec-18 Dec-19 Dec-20 Dec-21 Dec-22 Dec-23 Dec-24 Dec-25 Along our journey, Colombia 8 11 15 21 25 27 23 23 22 20 20 22 we have diversified Argentina 69 57 49 39 34 30 30 23 20 19 19 18 our talent base to Indi
Slide 15: Financial Review
FINANCIAL °° REVIEW ~
Slide 16: At a Glance
Global Delivery Model AT A GLANCE 28,700+ globers in 35 countries Key Statistics Headcount Distribution (as of Dec’25) $2.5B 25.6% $87.5K Argentina LTM Q4’25 total 2014 – 2025 LTM Q4’25 Revenue Revenue Revenue CAGR per IT Professional Colombia Other LATAM 37.6% 15.5% 28,700+ India NA, Europe, MENA Q
Slide 17: Significant Revenue Growth
SIGNIFICANT REVENUE GROWTH Average Revenue by Client ($M) Revenue ($M) Average Revenue by Client ($M) CAGR(‘14-’25): 26.5% Top 10 CAGR: 21.0% Top 20 CAGR: 20.8% YoY: -4.7% Clients with Revenues >$1M Client Revenue Contribution (%) Clients 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 T
Slide 18: Revenue Breakdown (Q4'25)
REVENUE BREAKDOWN (Q4’25) Geography Contract type Currency Industry 3% Banks, Financial Services North America Time and Materials USD and Insurance LATAM Consumer, Retail and Manufacturing Fixed Price Others Media and Entertainment Europe Licences, Resales Travel and Hospitality and Others New Marke
Slide 19: 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 $5M+ 10 10 11 18 21 26 32
Slide 20: Attractive Profitability
ATTRACTIVE PROFITABILITY Adjusted Gross Profit ($M) Adjusted Profit from Adjusted Net Income ($M) Operations ($M) % of revs % of revs % of revs 38.1 38.2 37.9 38.3 37.6 15.2 15.4 15.2 15.7 15.5 11.9 11.8 11.3 12.2 11.3 Note: Adjusted Gross Profit excludes depreciation and amortization and share-based c
Slide 21: Our Growth Strategy
OUR GROWTH STRATEGY + Focus on 1002 : 100 accounts with potential revenues of $100M+ Most Recent Strategic Acquisitions Pursue strategic, tuck-in acquisitions Blankfactor | Exusia | Studio cross-selling Diversification of the talent pool among different locations Increasing sales coverage to ensure b
Slide 22: 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 23: 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 24: Technology that dares to delight
Technology that dares to delight