EPAM Systems, Inc. (EPAM) Q2 2026 Earnings Call

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WEBVTT 00:00:00.151 -- 00:00:05.197 and if you have joined via the webinar please use the raise hand icon now 00:00:05.197 -- 00:00:08.982 which can be found at the bottom of your webinar application. 00:00:08.982 -- 00:00:13.707 At this time I would like to turn the call over to Mike Rowshandel, Head of Investor 00:00:13.707 -- 00:00:15.707 Relations. 00:00:18.495 -- 00:00:22.658 Good morning, everyone, and thank you for joining us today on our second quarter 2026 00:00:22.658 -- 00:00:26.862 earnings announcement. As the operator just mentioned, I'm Mike Rowshandel, head of investor 00:00:26.862 -- 00:00:30.965 relations. We hope you've had an opportunity to review our earnings release we issued 00:00:30.965 -- 00:00:36.129 earlier today. If you have not, copies are available on epam.com in the investor 00:00:36.129 -- 00:00:41.133 section. With me on today's call are Balazs Fejes, CEO and president, and 00:00:41.133 -- 00:00:47.025 Jason Peterson, chief financial officer. I will now turn the call over to FB. 00:01:13.420 -- 00:01:15.581 Thank you, Mike, and good morning, everyone. 00:01:15.581 -- 00:01:20.622 It's a pleasure to be with you all again. Since we last spoke, I've spent quarter 00:01:20.622 -- 00:01:25.903 with clients, partners, and our own teams across global delivery centers, and 00:01:25.903 -- 00:01:31.644 one team keeps sharpening. AI is transforming everything we do while adding more complexity 00:01:31.644 -- 00:01:37.606 across the enterprise. The gap between AI experimentation, adoption, and optimization 00:01:37.606 -- 00:01:40.143 is EPAM's opportunity. 00:01:40.143 -- 00:01:45.166 Revenue growth in the second quarter came in the high end of our outlook range, 00:01:45.166 -- 00:01:50.510 with continued improvement in profitability and stro...