文章核心观点 - 公司在第二季度实现了强劲的收入增长,达到5.875亿美元,同比增长18.1% [2][4] - 公司在经营效率和盈利能力方面保持良好表现,非IFRS调整后的营业利润率为15.1% [4][9] - 公司在人工智能相关收入方面实现了近130%的增长,彰显了公司在AI领域的领先地位 [7][8] 财务数据总结 第二季度财务数据 - 收入5.875亿美元,同比增长18.1% [4] - IFRS毛利率为35.7%,非IFRS调整后毛利率为38.1% [4] - IFRS营业利润率为9.2%,非IFRS调整后营业利润率为15.1% [4] - IFRS每股收益0.87美元,非IFRS调整后每股收益1.51美元 [4] 上半年财务数据 - 收入11.585亿美元,同比增长19.4% [5] - IFRS毛利率为35.5%,非IFRS调整后毛利率为38.0% [5] - IFRS营业利润率为8.8%,非IFRS调整后营业利润率为15.0% [5] - IFRS每股收益1.89美元,非IFRS调整后每股收益3.04美元 [5] 其他运营数据 - 截至2024年6月30日,公司拥有29,112名员工,其中27,133名为技术、设计和创新专业人员 [6] - 按地区划分,北美市场占收入的56.3%,拉丁美洲占23.0%,欧洲占16.9%,新兴市场占3.8% [6] - 公司前十大客户占总收入的30.3%,前五大客户占21.0%,前单一客户占8.3% [6] - 过去12个月内,公司服务了958家客户(过去12个月收入超10万美元),其中329家客户年收入超100万美元 [6] - 公司67.1%的收入来自美元结算 [6]

文章核心观点 - 公司将于2024年8月15日发布2024年第二季度财报 [1][2] - 公司将在当天下午4:30举行视频会议讨论财报结果 [2][3] - 公司是一家专注于通过创新技术解决方案重塑业务的数字原生公司 [4] - 公司拥有超过28,900名员工,在5大洲33个国家开展业务,为谷歌、电子艺界和桑坦德等公司提供服务 [5] - 公司被评为2023年全球人工智能服务领导者,2020年全球客户体验改善服务领导者,是全球第5大最强IT品牌 [5] - 公司是绿色软件基金会和网络安全科技公约的活跃成员 [5]

文章核心观点 - 根据预期,Globant公司在2024年6月季度的收益和收入将同比增长 [1][4] - 实际业绩是否超出预期将是影响公司股价的关键因素 [2][3] - 管理层在财报电话会议上对业务状况的讨论将决定股价的可持续性和未来收益预期 [3] 公司财务数据总结 - 预计每股收益为1.51美元,同比增长11% [4] - 预计收入为5.8743亿美元,同比增长18.1% [4] - 分析师对本季度每股收益预测在过去30天内保持不变 [5][6] 业绩预测分析 - 分析师最新预测与共识预测存在差异,预示着分析师对公司盈利前景转为悲观 [12] - 公司目前的股票评级为4级,这种组合难以确定公司是否能够超越共识预测 [12][13] - 公司过去4个季度中有3次超越了共识每股收益预测 [15] 其他观点 - 单纯的业绩超预期并不一定能推动股价上涨,还需关注其他因素 [16] - 尽管如此,预测业绩超预期仍有助于提高投资成功的概率 [17] - 从目前情况看,Globant公司不太可能成为业绩超预期的热门标的 [18]

Arturo Rosenow/iStock Unreleased via Getty Images Introduction I “discovered” Globant (NYSE:GLOB) at an investor conference when the stock was in the 50´s. At the time I had difficulty understanding what they did, I asked what digitally native meant and how it generates revenue, whether it is a software company or IT services. Slowly I began to comprehend and then greatly appreciate the company's market potential and the value it created for clients and investors. Today the financial markets are questio ...

The companies will provide increased support for customers moving their SAP applications to the cloud ORLANDO, Fla., July 16, 2024 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, today announced that it is working with Amazon Web Services (AWS) to help customers leverage RISE with SAP to modernize their on-premise SAP enterprise resource planning (ERP) and migrate to the cloud. The announcement was revealed at the SA ...

Globant (GLOB) recently launched its AI Reinvention Network, an initiative aimed at empowering various industries to accelerate their AI adoption and integration. By leveraging its deep expertise and two decades of experience in harnessing AI's transformative power, Globant aims to unlock a new era of digital innovation.The AI Reinvention Network is an enhancement to Globant's existing Studios, each tailored for specific industries such as Connected Experiences, Automotive, Media and Entertainment, Healthca ...

The company accelerates the adoption of AI through Studios tailored to make key industries ready for advanced transformationSAN FRANCISCO, July 11, 2024 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, has launched its AI Reinvention Network, updating its Studios to support various industries in their AI acceleration. Globant AI Reinvention Network services "Helping our clients navigate the ever-changing world of ...

The company accelerates the adoption of AI through Studios tailored to make key industries ready for advanced transformationSAN FRANCISCO, July 11, 2024 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, has launched its AI Reinvention Network, updating its Studios to support various industries in their AI acceleration.Globant AI Reinvention Network services"Helping our clients navigate the ever-changing world of techno ...

文章核心观点 - 全球性科技服务公司Globant整合了自有的AI代理,旨在提升其核心软件开发能力,并通过人工智能加速客户的AI采用[1][2][3][4][5] - Globant的AI代理与其现有的AI产品如Augoor、MagnifAI、Navigate、GeneXus Next和GeneXus Enterprise AI协同工作,形成了一套全面的AI驱动解决方案[2] - Globant的AI代理涵盖了整个软件开发生命周期,包括产品定义、后端原型制作、应用设计、代码测试和修复等关键环节[3][4][5] 公司概况 - Globant是一家总部位于卢森堡的全球性工程、设计和创新服务提供商,提供数据管理、质量保证、移动测试、自动化测试、负载和性能测试以及游戏测试等服务[6] - 公司正在通过创新策略增强下一代软件开发和数字化转型,最近与Adobe公司合作,帮助客户利用Adobe Experience Cloud[7] - 2024年3月,Globant的子公司GeneXus与英伟达公司合作,将后者的AI技术集成到其企业AI平台上[8] 财务表现 - 上一个季度,Globant的收入同比增长20.9%至5.711亿美元,超出市场预期0.1%[9] - 收入增长得益于大部分业务分部的强劲势头,其中最大客户、前5大客户和前10大客户分别贡献了8.3%、21.8%和30.1%的销售额[9] - 目前Globant的股票评级为中性(Zacks Rank 3),过去一年股价下跌1.9%,低于同行业1.1%的增长[10]

Globant's more than 10 years of investment in AI are now reflected in an innovative suite of AI Agents and products to empower teams and boost results These new AI Agents will be augmented by humans and will impact the full SDLC, including backend prototyping, application design, testing, and more, to enhance efficiency by solving tasks autonomously SAN FRANCISCO, June 27, 2024 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology so ...