company GLOB - SteadyBase

steadybase-$ company GLOB

account_id none on file

legal_name Globant S.A.

ticker GLOB

cik 1557860

domain globant.com

linkedin_company_url https://www.linkedin.com/company/globant/

entry_point_account_id none on file

exchange NYSE

sector Technology

hq N/A, Luxembourg

irhttps://investors.globant.com/

sector index/company/sector/technology/

calls 12 filings 17 executives 22 family 0

why_nownone on file

calls

Geopolitical pressure in our new markets, volatile oil prices weighing on travel, and longer decision cycles in North America.

Aug 13, 2026 / receipt, needs a key / Juan Urthiague, CFO | earnings call 2026-08-13 | transcript 4325063c-0f3e-4c66-a164-fe6e671e031e | chars 8832-8958 | segment 9

Second, we have seen some of the knock-on effects from oil prices, pressuring the travel ecosystem. Some of our travel clients have slowed the pace of their transformation programs to protect their own P&Ls.

Aug 13, 2026 / receipt, needs a key / CEO, CEO | earnings call 2026-08-13 | transcript 4325063c-0f3e-4c66-a164-fe6e671e031e | chars 26704-26911 | segment 27

It's also somehow related to what is happening there because the increase in oil prices impacted some of our businesses in travel and hospitality. And that implied a reduction in the second part of the year forecast for some of those customers.

Aug 13, 2026 / receipt, needs a key / CFO, CFO | earnings call 2026-08-13 | transcript 4325063c-0f3e-4c66-a164-fe6e671e031e | chars 31825-32069 | segment 32

In the case of the US, when we exclude some of the impact from professional services and some small impact on technology, the rest looks OK. BFSI with a very strong performance. Travel and hospitality, very strong performance.

Aug 14, 2025 / receipt, needs a key / Maggie Nolan, analyst | earnings call 2025-08-14 | transcript 28526584-508c-4cb2-ad0a-b6e1eec49f83 | chars 31772-31998 | segment 32

Travel and hospitality has gone down.

May 15, 2025 / receipt, needs a key / Martin, other | earnings call 2025-05-15 | transcript e2a42fb0-65e3-4e46-bcbd-3a7ef745e132 | chars 24070-24107 | segment 24

Across each region, we are hiring industry-leading talent in key growth sectors that include airlines, BFSI, travel, and hospitality, among others.

Feb 20, 2025 / receipt, needs a key / Patricia Pomies, COO | earnings call 2025-02-20 | transcript 5bf8e901-3329-44e7-af99-cd06d5006686 | chars 13480-13627 | segment 13

Could you provide a little bit more color as to how do you see the travel and hospitality segment broadly transitioning and which are some of the verticals where you anticipate growth in a go-forward basis?

Aug 15, 2024 / receipt, needs a key / Divya Goyal, other | earnings call 2024-08-15 | transcript ab84fb69-86ae-4858-8674-2d8dc6704143 | chars 32857-33063 | segment 34

Yes, we are seeing, I mean, many of the verticals that we have in global are growing really fast. And of course, hospitality and travel has been one of the biggest ones that is growing. Also, we are seeing in media and entertainment a growth there also and many others.

Aug 15, 2024 / receipt, needs a key / Patricia, other | earnings call 2024-08-15 | transcript ab84fb69-86ae-4858-8674-2d8dc6704143 | chars 33108-33377 | segment 34

We are growing strongly, specifically on the travel and hospitality vertical that you mentioned, because of mainly two things. One is, you know, we close, and we've been mentioning this, a big transformational deal for a large airline in Europe. uh that's uh that's one of the key uh drivers our airline studio is uh is actually super super solid in the segment and the second one has to do with connected experiences that's in latest uh ai redemption studio that we launched uh in a lot of the business we have in mena uh is actually from the hospitality vertical so that explains uh the growth, but it's super tied to how solid Globan is in those specific verticals.

Aug 15, 2024 / receipt, needs a key / Patricia, other | earnings call 2024-08-15 | transcript ab84fb69-86ae-4858-8674-2d8dc6704143 | chars 34243-34911 | segment 35

We are also rapidly expanding our market share within the travel and hospitality industry. Globant has built its expertise over two decades by working with the major players from amusement parks, cruise lines, hotels, airlines, and more on the primary projects that incorporated the digital element to their customer experience, from mobile apps to wearables to smart reservation systems.

May 16, 2024 / receipt, needs a key / Martin Migoya, CEO | earnings call 2024-05-16 | transcript 3e6d039c-5b45-401a-94e3-dbc58839e13d | chars 9796-10184 | segment 10

Travel and hospitality emerged as the fastest-growing vertical, experiencing a remarkable 66.5% year-over-year increase and contributing 11% to our total revenue.

May 16, 2024 / receipt, needs a key / Martin, CEO | earnings call 2024-05-16 | transcript 3e6d039c-5b45-401a-94e3-dbc58839e13d | chars 22853-23015 | segment 23

On the other side, you are seeing some other industries performing extremely well. Travel and hospitality growing north of 50%. Our consumer and retail business growing also at a similar pace. So it would be ideal to see a recovery in tech and telecommunications that has been down for the last two years, or flat to down over the last two years. And professional services, what we are seeing is a very stable business, which is not significantly moving either up or down. That's the situation we are seeing. We continue to expect more growth on media and entertainment. Our sport business is expanding a lot. Disney is showing an improvement. If you look at the numbers for first quarter, it grew almost 7% year over year. Keep in mind that in 2023, the account was slightly down year over year. So that's good news. Media entertainment is good news. uh retail manufacturing very good news travel very good news BFSI we are starting to see good momentum some large deals also coming on on that front so the only I would say the only industry where we still need to see some recovery and we know at some point it's going to come is technology and telecommunications and then of course professional services Yeah, one thing I would like to emphasize over there is that if you see Globan, if you see some of our competitors, you will see that Globan is consistently stealing market share, right?

May 16, 2024 / receipt, needs a key / Ryan Potter, other | earnings call 2024-05-16 | transcript 3e6d039c-5b45-401a-94e3-dbc58839e13d | chars 45640-47033 | segment 46

filings

Martín Migoya | Chairman of the Board and Chief Executive Officer | 58 | May 10, 2024 | 2027