Globant (GLOB) Q2 FY26 earnings call

Globant is strategically accelerating its transition to AI-native services, particularly through its new Glob.AI platform and AI Pods, which are driving higher margins and client penetration despite a short-term impact on reported revenue. The company revised its full-year guidance due to geopolitical pressures in new markets and slower decision cycles in North America, while implementing a business optimization initiative to protect profitability and fund AI investments.