Globant S.a. · NYSE:GLOB

Globant — Q4 2021 Earnings Presentation

27 slides from Globant's earnings presentation, Feb 17, 2022

  1. Slide 1: Seek Reinvention

    Seek Reinvention F4Q21 Investor Presentation

  2. Slide 2: Investment highlights

    Investment highlights Pure play in the digital Global presence, leveraging and cognitive space next-gen software and the right talent and skills Organized by Studios, delivering Strong set of Accelerators domain expertise in emerging that leverage AI and other technologies and industries technologie

  3. Slide 3: Market Opportunity / Resilient Business Model

    Market Opportunity Resilient Business Model On top of ongoing digital trends, the current By 2023, the global economy will reach digital pandemic has proven that digital supremacy. Products and services from digitally transformation is imperative for any business: transformed enterprises will accoun

  4. Slide 4: Digital transformation market forecasts

    $60B $ 80B $ 6.3T Artificial Intelligence Software Digi-Capital forecasts that AR/VR By 2024, digital Revenue to Reach $59.8 could reach $80 billion to $90 transformation Billion Worldwide by 2025 billion by 2023 spending will make up 55% of all technology Source: Tractica Source: Digi-Capital inves

  5. Slide 5: This is Globant: revenue trajectory and milestones

    YoY: 59.3% This is Revenue Trajectory ($M) 1,297 CAGR 30.7% 814 23,500+ 659 Globers employees 522 5,000+ 413 323 1,000+ 254 200 2014 2015 2016 2017 2018 2019 2020 2021 2010 2015 2021 Case Studies & Recognitions 2006 2009 2014 2017 2019 2020 2021 2003 Founded Signed Studios Listed on Recognized as a

  6. Slide 6: Some of the clients we work with

    Some of the clients we work with: 6

  7. Slide 7: Our Innovative Solutions

    Our Innovative Metropolitan Police OpenBank Solutions To improve public access Creating the first true to the Metropolitan Police, we helped build digital bank offering a an online system to highly personalized, reduce response times exclusively digital by 44%. banking. Autodesk EA Rockwell Automati

  8. Slide 8: Our Studio model fosters creativity and innovation

    Our Studio model fosters creativity and innovation. These deep pockets of expertise on the latest technologies and trends deliver tailored solutions for specific challenges. Reinvention Studios Digital Studios 8

  9. Slide 9: Globant X incubator

    Globant X is an incubator by, for and of innovation that helps productize Globant's most transformative tech into platforms. Our one-of-a-kind Entrepreneurial Engine helps our Globerpreneurs and select early-stage startups to catapult them from napkin to MVP to in-market success. Our platforms enhan

  10. Slide 10: Capabilities: Worldwide Leader in CX Improvement by IDC MarketScape

    Globant recognized as a Worldwide Leader in CX Improvement by IDC MarketScape SOURCE: IDC MarketScape: Worldwide Customer Experience Improvement Services 2020 Vendor Assessment, by Douglas Hayward, September 2020, IDC #US45658220 IDC MarketScape vendor analysis model is designed to provide an overvi

  11. Slide 11: 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 Our Inverted Org Chart with Our StarMeUp platform creates an to better align business and the Pods at the front and center amazing

  12. Slide 12: Our global, diverse, and inclusive talent pool

    ABOUT GLOBANT Luxembourg i Canada UK Belarus Germany Spain Romania United States Our global, France diverse, and Mexico India inclusive Costa Rica Colombia talent pool Brazil Peru We take pride in our people, and Uruguay we’re fully aware that they are our biggest strength. Chile Argentina That’s wh

  13. Slide 13: Global delivery model

    Global delivery model Total Headcount Geographic dispersion (%) Country Dec-14 Dec-15 Dec-16 Dec-17 Dec-18 Dec-19 Dec-20 Dec-21 Argentina 69 57 49 39 34 30 30 23 Colombia 8 11 15 21 25 27 23 23 India - 9 8 10 12 10 11 15 Along our journey, we Mexico 4 6 7 9 10 11 12 14 Chile - 1 2 2 3 4 5 5 have div

  14. Slide 14: ESG Approach

    ESG Approach Our purpose is to make the world a better place, one step at a time. Integrated Report published annually. Committed with six SDG’s. Ranked at DJSI. Silver recognition level at Ecovadis. Be kind is our Sustainability strategy for the next years. 14 Note: SDG: Sustainable Development Goa

  15. Slide 15: ESG Approach: Governance, Data Privacy & Security

    ESG Approach Governance Data Privacy & Security ● Board of Directors: Consist of 9 ● Work in progress to comply with members which are elected on a GDPR, CCPA, LGPD and the laws of staggered basis. 1/3 of the directors all geographies where Globant has being elected each year. a presence. ● Annually

  16. Slide 16: We create our own way forward in a sustainable way

    We create our own way forward in a sustainable way. We aim to reach 50% women and non-binary gender in management positions by 2025. We want to inspire & train 15,000 women in technology by 2025. Since 2020, we have been using 100% renewable electricity. We are committed to save 10 million tons of C

  17. Slide 17: Globant Ventures

    STARTUP + STUDIOS Globant Ventures ● VU Security ● TheEye ● Avancargo ● Robin Tests ● Drixit Technologies We invest in technology-based Startups, ● Woocar ● UALI making them grow rapidly to transform them into companies that generate a real impact on ● CamOnApp Elsa the world seeking synergies with

  18. Slide 18: Financial review

    review q iz, i it ? , 3 e “! - 18 Globant >

  19. Slide 19: At a Glance

    At a Glance Global Delivery Model +23,500 globers in 18 countries Key Statistics Headcount Distribution (as of Dec’21) $1.3B 30.7% $69.3k Argentina 2021 total 2014 – 2021 2021 Revenue per IT Colombia Revenue Revenue CAGR Professional Other LatAm 39.5% 16.5% 23,500+ India 2021 2021 Total Employees US

  20. Slide 20: Significant Revenue Growth

    Significant Revenue Growth Revenue ($M) Average Revenue by Client ($M) Top 10 CAGR: 28.5% CAGR(‘14-’21): 30.7% Top 20 CAGR: 27.7% YoY: 63.3% Client Revenue Contribution (%) Clients with Revenues >$1M Clients 2014 2015 2016 2017 2018 2019 2020 2021 Top 1 9 12 10 10 11 11 11 11 Top 5 27 33 34 29 32 26

  21. Slide 21: Revenue Breakdown (Q4'21)

    Revenue Breakdown (Q4’21) Geography 2% Currency North America USD LatAm and Others Others Europe Asia Industry Contract type Banks & Financial Ss. 1% Time & Materials 3% Media & Entertainment 1% Fixed Price & Consumer, Retail & Others Manufacturing Professional Services Tech & Telecom Healthcare Tra

  22. Slide 22: Strong ability to develop accounts

    Strong ability to develop accounts Increasing # of multi million $ accounts 2014 2015 2016 2017 2018 2019 2020 2021 100 squared strategy: $20M+ 0 1 2 3 5 7 7 12 ● Dedicated onsite teams $10M+ 2 5 6 9 9 14 13 22 ● Strategic partner $5M+ 10 10 11 18 21 26 32 42 ● Increased visibility $1M+ 46 51 60 82

  23. Slide 23: Attractive Profitability

    Attractive Profitability Adjusted Gross Profit ($M) Adjusted Profit from Adjusted Net Income ($M) Operations ($M) % of revs % of revs % of revs 40.6 40.4 39.1 39.5 39.6 39.4 16.1 17.0 15.2 16.5 16.3 16.7 11.6 12.2 11.1 12.2 11.9 12.1 Note: Adjusted Gross Profit excludes depreciation and amortization

  24. Slide 24: Our growth strategy

    Our growth + Main Strategic Acquisitions strategy ● Navint ● Atix Labs ● Focus on 1002 : 100 accounts ● Walmeric with potential revenues of $100M+ ● Habitant ● Cloudshift ● Studio cross-selling ● Bluecap ● Increasing sales coverage to ● gA ensure better reach ● Belatrix ● Diversification of the tale

  25. Slide 25: Leading this dream, our management team

    Leading this dream, our management team BOARD OF DIRECTORS Martín Migoya Martín Gonzalo Umaran Guibert Andrés Englebienne Chairman of the Board, CEO & Co-founder Chief Corporate Development Officer, President of Globant X, President of Latam President of EMEA & Co-founder & Co-founder Linda Rottenbe

  26. Slide 26: 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,” “will,” “estimate,” “con

  27. Slide 27: Now's your time to Seek Reinvention

    Now’s your time to Seek Reinvention

Globant — Q4 2021 Earnings Presentation on 6ix