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6-K

Globant S.A. (GLOB)

6-K 2025-05-15 For: 2025-05-15
View Original
Added on April 11, 2026

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON,D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16

UNDER THE SECURITIES EXCHANGE ACT OF 1934

For the month of May 2025

Commission File Number 001-36535

GLOBANT S.A.

(Translation of registrant’s name into English)

37A, Avenue J.F. Kennedy<br><br> <br>L-1855, Luxembourg<br><br> <br>Tel: + 352 20 30 15 96

(Address of principal executive office)

Indicate by check mark whether the registrant files<br> or will file annual reports under cover of Form 20-F or Form 40-F: x  Form 20-F ¨ Form 40-F

GLOBANT S.A.

FORM 6-K


Globant S.A. (the “Company”) is furnishing under the cover of Form 6-K the following:

Earnings Release

Exhibit 99.1 Press release, dated May 15, 2025, entitled “Globant Reports<br>2025 First Quarter Financial Results.”

Risk Factor Update


The following risk factor updates and supplements, and should be read together with, the risk factors previously provided under “Risk Factors” in Part I, Item 3.D. of the Company’s Annual Report on Form 20-F for the year ended December 31, 2024.

Our business may be vulnerable to changesin political and economic conditions globally, including the effects of tariffs and other trade measures.


Our overall performance depends in part on global economic conditions. Global economic and business activities continue to face widespread macroeconomic uncertainties, including market volatility, changes in international economic and trade relations, supply chain disruptions, changes in the labor market, elevated interest rates and potential increases in inflation, foreign currency exchange rate fluctuations and recession risks, which may continue for an extended period. Additionally, the instability in the political environment in many parts of the world, including in the United States, and changes and uncertainty with respect to trade policies, actual or threatened tariffs, treaties, government regulations, executive orders, directives and enforcement priorities could have an adverse effect on the global economy and/or our business. Given the volatility and uncertainty regarding the scope and duration of tariffs and other aspects of U.S. and foreign government trade policies, the ultimate impact on our operations and financial results remains uncertain. Political tensions as a result of such trade policies could reduce trade volume, investment, technological exchange and other economic activities between major international economies, resulting in a material adverse effect on global economic conditions and the stability of global financial markets.

Adverse macroeconomic conditions may result in decreased or delayed spending on IT-related services by our current and prospective customers and business partners, reduced demand for or usage of our products and services, longer or delayed sales cycles, including current and prospective customers delaying contract signing or contract renewals, reduced budgets or minimum commitments related to the products that we offer, or delays in customer payments or our ability to collect accounts receivable, all of which could negatively affect our revenue and business. Additionally, our customers may be affected by changes and uncertainty in the global political environment with respect to trade and other policies. For example, uncertainty regarding the impact of tariffs on certain countries by the U.S. administration, as well as potential or actual retaliatory measures taken by trade partners, have adversely affected trade relations, put increased pressure on supply chains, and led to increased market volatility, and such effects may continue. Any resulting harm to our customers’ businesses could depress their usage levels and/or purchasing power and lead them to reduce their spending with us. Further, if customers fail to pay us as a result of adverse macroeconomic or geopolitical conditions or otherwise, we may be required to take steps to enforce the terms of our contracts and collect amounts due, which may not succeed. In an inflationary environment, we may be unable to raise the sales prices of our products and services at or above the rate at which our costs increase, which could have a material adverse effect on our financial results.

Further, if the equity and credit markets deteriorate, including as a result of political unrest or war, it may make any necessary debt or equity financing more difficult to obtain in a timely manner or on favorable terms, more costly or more dilutive. Increased inflation rates can adversely affect us by increasing our costs, including labor and employee benefit costs. In addition, higher inflation could also increase our clients’ operating costs, which could result in reduced budgets for our clients and potentially less demand for our products and services. Consistent high inflation and any related high interest rates could have a material adverse effect on our business, results of operations and financial condition.



Incorporation by Reference

The information in this Form 6-K and the unaudited condensed interim consolidated statements of comprehensive income, unaudited condensed interim consolidated statements of financial position, unaudited selected cash flow data, unaudited supplemental non-IFRS financial information and unaudited schedule of supplemental information contained in the press release attached as Exhibit 99.1 to this report on Form 6-K are hereby incorporated by reference into the Company’s registration statements on Form S-8 (File Nos. 333-201602, 333-211835, 333-232022, 333-255113, 333-266204 and 333-281049), to be a part thereof from the date on which this report is submitted, to the extent not superseded by documents or reports subsequently filed or furnished.



Signatures

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

GLOBANT S.A.
By: /s/ JUAN URTHIAGUE
Name: Juan Urthiague
Title: Chief Financial Officer

Date: May 15, 2025

Exhibit 99.1

May 15, 2025


Globant Reports 2025 First Quarter FinancialResults


First quarter revenues of $611.1 million, up 7.0% year-over-year
IFRS Diluted EPS of $0.68 for the first quarter
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Non-IFRS Adjusted Diluted EPS of $1.50 for the first quarter
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LUXEMBOURG / May 15, 2025 - Globant (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, today announced results for the three months ended March 31, 2025.


Please see highlights below. Note that reconciliations between IFRS and Non-IFRS financial measures are disclosed at the end of this press release.

First Quarter 2025 Financial Highlights

Revenues rose to $611.1 million, representing 7.0% year-over-year growth.
IFRS Gross Profit Margin was 34.9% compared to 35.4% in the first quarter of 2024.
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Non-IFRS Adjusted Gross Profit Margin was 38.0% compared to 38.0% in the first quarter of 2024.
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IFRS Profit from Operations Margin was 8.2% compared to 8.4% in the first quarter of 2024.
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Non-IFRS Adjusted Profit from Operations Margin was 14.8% compared to 15.0% in the first quarter of 2024.
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IFRS Diluted EPS was $0.68 compared to $1.02 in the first quarter of 2024.
--- ---
Non-IFRS Adjusted Diluted EPS was $1.50 compared to $1.53 in the first quarter of 2024.
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Other Metrics as of and for the quarter ended March 31, 2025

Cash and cash equivalents and Short-term investments were $120.2 million as of March 31, 2025. As of March<br>31, 2025, we had a total amount of $285.0 million drawn from our credit facility.
Globant completed the first quarter of 2025 with 31,102 Globers, 29,022 of whom were technology, design<br>and innovation professionals.
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The geographic revenue breakdown for the first quarter of 2025 was as follows: 55.5% from North America<br>(top country: US), 19.6% from Latin America (top country: Argentina), 18.2% from Europe (top country: Spain) and 6.7% from New Markets^1^<br>(top country: Saudi Arabia).
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Globant’s top customer, top five customers and top ten customers for the first quarter of 2025 represented<br>8.8%, 20.0% and 29.1% of revenues, respectively.
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During the twelve months ended March 31, 2025, Globant served a total of 1,004 customers (with revenues<br>over $100,000 in the last twelve months) and continued to increase its wallet share, with 341 accounts generating more than $1 million<br>of annual revenues, compared to 318 for the same period one year ago.
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^1^ Represents Asia, Oceania and the Middle East.

In terms of currencies, 67.2% of Globant’s revenues for the first quarter of 2025 were denominated<br>in US dollars.

“Globant’s spirit of building and reinvention is stronger than ever. We are largely focused on AI-related opportunities, and assisting our clients in transforming their respective businesses and leveraging technology to drive growth and competitive advantages. Our comprehensive growth strategy unites our 100-squared client-centric vision with our industry-specialized AI Studios and subscription model. This strategy is powered by our AI Pods and the Globant Enterprise AI platform, which we believe positions Globant as the only player in the industry with such a comprehensive offering. With a robust pipeline and expected sequential growth for Q2, we are not just navigating the future; as builders, we are actively creating it, reaffirming our commitment to lead the next wave of technological transformation,” said Martín Migoya, Globant’s CEO and co-founder.

“Globant reported Q1 2025 revenues of $611.1 million, a 7% year-over-year growth. In a complex macroeconomic environment that impacted spending from our customers, we delivered healthy margins and profitability, with adjusted diluted EPS of $1.50. Moving forward, while we must navigate the uncertainties of the current global economic environment, we will continue to be laser focused on margins, cash flow and capital allocation, ensuring Globant delivers shareholder value while capitalizing on future growth opportunities,” explained Juan Urthiague, Globant’s CFO.

2025Second Quarter and Full Year Outlook


Based on current market conditions, Globant is providing the following estimates for the second quarter and the full year of 2025:

Second quarter 2025 Revenues are estimated to be at least $612.0 million, or 4.2% year-over-year growth.<br>This expected growth includes a neutral FX impact.
Second quarter 2025 Non-IFRS Adjusted Profit from Operations Margin is estimated to be at least 15.0%.
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Second quarter 2025 Non-IFRS Adjusted Diluted EPS is estimated to be at least $1.52 (assuming an average<br>of 45.7 million diluted shares outstanding during the second quarter).
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Fiscal year 2025 Revenues are estimated to be at least $2,464.0 million, implying at least 2.0% year-over-year<br>revenue growth. This expected growth includes a neutral FX impact.
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Fiscal year 2025 Non-IFRS Adjusted Profit from Operations Margin is estimated to be at least 15.0%.
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Fiscal year 2025 Non-IFRS Adjusted Diluted EPS is estimated to be at least $6.10 (assuming an average<br>of 45.8 million diluted shares outstanding during 2025).
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Shareholder Letter, Conference Call and Webcast


A shareholder letter will be available on the Investor Relations section of Globant’s website. Martin Migoya, Globant’s Chief Executive Officer & co-founder, and Juan Urthiague, Chief Financial Officer, will discuss the results in a video conference call beginning at 4:30 pm ET. This will be followed by a live Q&A session where they will be joined by Patricia Pomies, Chief Operating Officer; and Diego Tártara, Chief Technology Officer.

Video conference call access information is:

https://more.globant.com/F1Q25EarningsCall

Webcast http://investors.globant.com/

About Globant (NYSE:GLOB)


At Globant, we create the digitally-native products that people love. We bridge the gap between businesses and consumers through technology and creativity, leveraging our expertise in AI. We dare to digitally transform organizations and strive to delight their customers.

We have more than 31,100 employees and we are present in more than 30 countries across 5 continents working for companies like Google, Electronic Arts and Santander, among others.

We were named a Worldwide Leader in CX Improvement by IDC MarketScape report. We were also featured as a business case study at Harvard, MIT and Stanford. We are a member of the Cybersecurity Tech Accord.

For more information, please visit www.globant.com

Non-IFRS Financial Measures

While the financial figures included in this press release have been computed in accordance with IFRS Accounting Standards as issued by the International Accounting Standards Board (“IASB”), this announcement does not contain sufficient information to constitute an interim financial report as defined in International Accounting Standards 34, “Interim Financial Reporting” or a financial statement as defined by International Accounting Standards 1 “Presentation of Financial Statements”. The financial information in this press release has not been audited.

Globant provides non-IFRS financial measures in addition to reported IFRS results prepared in accordance with IFRS Accounting Standards. Management believes these measures help illustrate underlying trends in the company’s business and uses the non-IFRS financial measures to establish budgets and operational goals, communicated internally and externally, for managing the company’s business and evaluating its performance. The company anticipates that it will continue to report both IFRS and certain non-IFRS financial measures in its financial results, including non-IFRS measures that exclude share-based compensation expense, depreciation and amortization, acquisition-related charges, and the related effect on income taxes of the pre-tax adjustments. Because the company’s non-IFRS financial measures are not calculated according to IFRS, these measures are not comparable to IFRS and may not necessarily be comparable to similarly described non-IFRS measures reported by other companies within the company’s industry. Consequently, Globant’s non-IFRS financial measures should not be evaluated in isolation or supplant comparable IFRS measures, but, rather, should be considered together with its condensed interim consolidated statements of financial position as of March 31, 2025 and December 31, 2024 and its condensed interim consolidated statements of comprehensive income for the three months ended March 31, 2025 and 2024, prepared in accordance with International Accounting Standard (“IAS”) 34, “Interim Financial Reporting”.

Globant is not providing a quantitative reconciliation of forward-looking Non-IFRS Adjusted Profit from Operations Margin or Non-IFRS Adjusted Diluted EPS to the most directly comparable IFRS measure because it is unable to predict with reasonable certainty the ultimate outcome of certain significant items without unreasonable effort. These items include, but are not limited to, share-based compensation expense, acquisition-related charges, and the tax effect of non-IFRS adjustments. These items are uncertain, depend on various factors, and could have a material impact on IFRS reported results for the guidance period.


Forward Looking Statements


In addition to historical information, this release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as “believe,” “may,” “will,” “estimate,” “continue,” “anticipate,” “intend,” “should,” “plan,” “expect,” “predict,” “potential,” or the negative of these terms or other similar expressions. These statements include, but are not limited to, statements regarding our future financial and operating performance, including our outlook and guidance, and our strategies, priorities and business plans. Our expectations and beliefs regarding these matters may not materialize, and actual results in future periods are subject to risks and uncertainties that could cause actual results to differ materially from those projected. Factors that could impact our actual results include: our ability to maintain current resource utilization rates and productivity levels; our ability to manage attrition and attract and retain highly-skilled IT professionals; our ability to accurately price our client contracts; our ability to achieve our anticipated growth; our ability to effectively manage our rapid growth; our ability to retain our senior management team and other key employees; our ability to continue to innovate and remain at the forefront of emerging technologies and related market trends; our ability to retain our business relationships and client contracts; our ability to manage the impact of global adverse economic conditions; our ability to manage uncertainty concerning the instability in the current economic, political and social environment in Latin America; and other factors discussed under the heading “Risk Factors” in our most recent Form 20-F filed with the U.S. Securities and Exchange Commission and any other risk factors we include in subsequent reports on Form 6-K. Because of these uncertainties, you should not make any investment decisions based on our estimates and forward-looking statements. Except as required by law, we undertake no obligation to publicly update any forward-looking statements for any reason after the date of this press release whether as a result of new information, future events or otherwise.

Globant S.A.

Condensed Interim Consolidated Statements ofComprehensive Income

(In thousands of U.S. dollars, except per shareamounts, unaudited)

Three Months Ended
March 31, 2025 March 31, 2024
Revenues 611,085 571,078
Cost of revenues (397,855 ) (368,857 )
Gross profit 213,230 202,221
Selling, general and administrative expenses (161,695 ) (152,114 )
Net impairment losses on financial assets (1,679 ) (2,165 )
Profit from operations 49,856 47,942
Finance income 945 1,125
Finance expense (9,627 ) (7,269 )
Other financial results, net 1,100 5,074
Financial results, net (7,582 ) (1,070 )
Share of results of investment in associates (17 ) (14 )
Other income and expenses, net (3,271 ) 10,011
Profit before income tax 38,986 56,869
Income tax (8,491 ) (12,940 )
Net income for the period 30,495 43,929
Other comprehensive income, net of income tax effects
Items that may be reclassified subsequently to profit and loss:
- Exchange differences on translating foreign operations 29,089 (18,608 )
- Net change in fair value on financial assets measured at FVOCI 125
- Gains and losses on cash flow hedges 10,158 (8,755 )
Total comprehensive income for the period 69,742 16,691
Net income attributable to:
Owners of the Company 30,635 45,060
Non-controlling interest (140 ) (1,131 )
Net income for the period 30,495 43,929
Total comprehensive income for the period attributable to:
Owners of the Company 67,724 19,009
Non-controlling interest 2,018 (2,318 )
Total comprehensive income for the period 69,742 16,691
Earnings per share
Basic 0.70 1.05
Diluted 0.68 1.02
Weighted average of outstanding shares (in thousands)
Basic 44,057 43,103
Diluted 45,182 44,071

Globant S.A.

Condensed Interim Consolidated Statements ofFinancial Position as of March 31, 2025 and December 31, 2024

(In thousands of U.S. dollars, unaudited)

March 31, 2025 December 31, 2024
ASSETS
Current assets
Cash and cash equivalents 114,004 142,093
Investments 6,151 13,992
Trade receivables 633,205 605,002
Other assets 41,729 20,420
Other receivables 73,034 53,939
Other financial assets 7,427 3,100
Total current assets 875,550 838,546
Non-current assets
Investments 2,304 2,212
Other assets 3,510 4,750
Other receivables 35,407 40,784
Deferred tax assets 83,966 80,811
Investment in associates 1,631 1,648
Other financial assets 43,956 41,403
Property and equipment 150,841 154,755
Intangible assets 346,485 356,694
Right-of-use assets 117,497 122,884
Goodwill 1,579,866 1,553,796
Total non-current assets 2,365,463 2,359,737
TOTAL ASSETS 3,241,013 3,198,283
LIABILITIES
Current liabilities
Trade payables 104,854 114,743
Payroll and social security taxes payable 241,609 239,440
Borrowings 1,393 1,601
Other financial liabilities 159,495 163,027
Lease liabilities 27,474 29,736
Tax liabilities 20,631 36,916
Income tax payable 3,873 6,520
Other liabilities 468 231
Total current liabilities 559,797 592,214
Non-current liabilities
Trade payables 2,925 2,006
Borrowings 285,768 290,935
Other financial liabilities 115,077 132,300
Lease liabilities 87,475 87,887
Deferred tax liabilities 28,989 29,611
Income tax payable 12,949 6,625
Payroll and social security taxes payable 3,742 5,187
Provisions for contingencies 22,200 18,169
Total non-current liabilities 559,125 572,720
TOTAL LIABILITIES 1,118,922 1,164,934
Capital and reserves
Issued capital 52,914 52,837
Additional paid-in capital 1,211,952 1,193,029
Other reserves (107,667 ) (144,756 )
Retained earnings 893,456 862,821
Total equity attributable to owners of the Company 2,050,655 1,963,931
Non-controlling interests 71,436 69,418
Total equity 2,122,091 2,033,349
TOTAL EQUITY AND LIABILITIES 3,241,013 3,198,283

Globant S.A.

Selected Cash Flow Data

(In thousands of U.S. dollars, unaudited)


Three Months Ended
March 31, 2025 March 31, 2024
Net Income for the period 30,495 43,929
Non-cash adjustments, taxes and others 73,625 54,902
Changes in working capital (88,429 ) (88,131 )
Cash flows from operating activities 15,691 10,700
Capital expenditures (21,405 ) (15,537 )
Cash flows from investing activities (26,489 ) (16,920 )
Cash flows from financing activities (16,980 ) (75,326 )
Net increase/decrease in cash & cash equivalents (27,778 ) (81,546 )
















Globant S.A.

Supplemental Non-IFRS Financial Information

(In thousands of U.S. dollars, unaudited)


Three Months Ended
March 31, 2025 March 31, 2024
Reconciliation of adjusted gross profit
Gross profit 213,230 202,221
Depreciation and amortization expense 11,156 7,433
Share-based compensation expense - Equity settled 7,690 7,142
Adjusted gross profit 232,076 216,796
Adjusted gross profit margin 38.0 % 38.0 %
Reconciliation of selling, general and administrative expenses
Selling, general and administrative expenses (161,695 ) (152,114 )
Depreciation and amortization expense 29,655 25,065
Share-based compensation expense - Equity settled 13,385 12,315
Acquisition-related charges (a) 6,567 9,598
Adjusted selling, general and administrative expenses (112,088 ) (105,136 )
Adjusted selling, general and administrative expenses as % of revenues (18.3 )% (18.4 )%
Reconciliation of adjusted profit from operations
Profit from operations 49,856 47,942
Share-based compensation expense - Equity settled 21,075 19,457
Acquisition-related charges (a) 19,605 18,144
Adjusted profit from operations 90,536 85,543
Adjusted profit from operations margin 14.8 % 15.0 %
Reconciliation of net income for the period
Net income for the period 30,635 45,060
Share-based compensation expense - Equity settled 21,019 19,349
Acquisition-related charges (a) 27,957 9,940
Tax effect of non-IFRS adjustments (11,776 ) (6,804 )
Adjusted net income 67,835 67,545
Adjusted net income margin 11.1 % 11.8 %
Calculation of adjusted diluted EPS
Adjusted net income 67,835 67,545
Diluted shares 45,182 44,071
Adjusted diluted EPS 1.50 1.53
(a) Acquisition-related charges include, when applicable, amortization<br>of purchased intangible assets included in depreciation and amortization expense line on our consolidated statements of comprehensive<br>income, interest charges on acquisition-related indebtedness, external deal costs, acquisition-related retention bonuses, integration<br>costs, changes in the fair value of contingent consideration liabilities, and other acquisition-related costs. We cannot provide acquisition-related<br>charges on a forward-looking basis without unreasonable effort as such charges may fluctuate based on the timing, size, and complexity<br>of future acquisitions as well as other uncertainty inherent in mergers and acquisitions.
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Globant S.A.

Schedule of Supplemental Information (unaudited)


Metrics Q2 2024 Q3 2024 Q4 2024 Q1 2025
Total Employees 28,991 29,112 29,998 31,280 31,102
IT Professionals 26,933 27,133 27,927 29,198 29,022
North America Revenues % 56.0 56.3 55.7 55.2 55.5
Latin America Revenues % 22.9 23.0 21.8 20.4 19.6
Europe Revenues % 17.2 16.9 17.6 17.7 18.2
New Markets Revenues % 3.9 3.8 4.9 6.7 6.7
Revenues % 68.4 67.1 66.6 64.8 67.2
Other Currencies Revenues % 31.6 32.9 33.4 35.2 32.8
Top Customer % 8.3 8.3 9.1 9.1 8.8
Top 5 Customers % 21.8 21.0 21.0 19.8 20.0
Top 10 Customers % 30.1 30.3 30.1 29.3 29.1
Customers Served (Last Twelve Months)* 955 958 969 1,012 1,004
Customers with >1M in Revenues (Last Twelve Months) 318 329 331 346 341

All values are in US Dollars.

(*) Represents customers with more than $100,000 in revenues in the last twelve months.

Investor Relations Contact:

Arturo Langa, Globant

[email protected]

+1 (877) 215-5230

Media Contact:

Gregorio Lascano, Globant

[email protected]

+1 (877) 215-5230

Source: Globant