Globant is a technology services company that helps large enterprises with software engineering and digital transformation. Founded in 2003 in Argentina and now listed on the NYSE, Globant has roughly 29,000 employees across 31 countries. Globant's core services include building and modernizing software, cloud migration, enterprise platform implementation (SAP, Salesforce, Oracle, etc.), and designing and deploying AI solutions. Clients span media and entertainment, financial services, travel, healthcare, and retail, with Walt Disney accounting for roughly 9% of revenue and the top 10 clients representing about 29% of revenue. Globant generates most revenue through time-and-materials contracts, where clients pay for the time Globant professionals spend on their projects. Revenue is driven by billable headcount, utilization rates, and expanding wallet share within existing client relationships — about 96% of revenue comes from prior-year clients. Globant organizes its services through a "studio" model across three pillars: a Digital Studio (software engineering, AI, cloud), an Enterprise Studio (major platform implementations), and GUT Network (creative and marketing services, acquired in 2023). In mid-2025, Globant launched "AI Pods," a subscription model where clients pay monthly for AI-powered delivery capacity, measured in tokens rather than hours, which carries higher gross margins and decouples revenue from headcount growth. Delivery is concentrated in lower-cost Latin American and Indian hubs, serving clients primarily in the U.S. and Europe, making currency movements a meaningful margin driver. Globant has been an active acquirer to add capabilities and geographic reach, particularly in the Middle East.