Globant（GLOB）2025财年第四季度及全年财务业绩演示报告「NYSE」（英文版）（24页）.pdf

1、F4Q25 INVESTORPRESENTATIONto delightTechnology that dares INVESTMENT HIGHLIGHTSProven ability to acquire and integrate complementary,bolt-on acquisitionsRecurring and blue chip customer baseExperienced and founder-led management teamRapid revenue growth and industry leading marginsPure play in the d

2、igitaland cognitive spaceGlobal presence,leveraging next-gen software and the right talent and skillsOrganized into Studios,delivering domain expertise in emerging technologies and industriesStrong set of Accelerators that leverage AI and other technologies to reinvent key aspects of organizations2|

3、By 2028,the total market for generative AI will reach a five-year CAGR of 73.5%By 2028,Overall IT spending will grow to$7.4 trillion,with half of this spending being in the software and services marketsOrganizations need to accelerate their digital transformationAs a pure play,we believe we are extr

4、emely well positioned to help companies adapt to the new reality and thrive leveraging our Studio Model and Agile Pods methodologyProven experience in executing through distributed and remote working teams On top of ongoing digital trends,the recent wave of generative AI has proven that digital tran

5、sformation is imperative for any business:MARKET OPPORTUNITY RESILIENT BUSINESS MODELSource:Gartner Forecast Alert:IT Spending,WorldwideSource:IDC Worldwide Artificial Intelligence IT Spending Forecast 3|$151BGenAIs annual spending worldwide by 2027Source:IDC,Worldwide Core IT Spending for GenAI For

6、ecast,20232027:GenAI Is Triggering Hyper-Expansion of AI Spending85%of CEOs reported increased investments in digital capabilities and 77%are increasing investments in IT Source:Gartner CEO Survey:Inflation Wont Stall DigitalTransformation,Provided Customer Experience Is a Focus$2.1Tworldwide IT ser