Earnings Report for November 13, 2025: After-Hours Updates on AMAT, BAP, STN, GLOB, TMC, TRVI, PGEN, BZH, OMER, TBN, TOI, AIRJ
Earnings Reports Overview: Several companies, including Applied Materials, Credicorp, and Stantec, are set to report their earnings, with forecasts indicating varying trends in earnings per share compared to the same quarter last year.
Performance Expectations: Applied Materials is expected to see a decrease in earnings, while Credicorp and Stantec anticipate increases. Other companies like TMC and AirJoule Technologies are projected to report negative earnings.
Price to Earnings Ratios: The Price to Earnings (P/E) ratios for these companies vary, with some like Applied Materials and Stantec showing higher ratios than their industry averages, suggesting potential for greater earnings growth.
Analyst Sentiment: The earnings forecasts reflect mixed analyst sentiments, with some companies having a history of beating expectations, while others have missed in previous quarters, indicating uncertainty in performance outcomes.
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- Earnings Release Schedule: Globant will release its Q4 and full-year 2025 earnings on February 26, 2026, after market close, expected to provide key financial metrics reflecting the company's performance.
- Executive Conference: Following the earnings release, CEO Martin Migoya and other executives will hold a video conference at 4:30 p.m. ET to discuss results and engage in a live Q&A, enhancing investor relations.
- Investor Relations Information: Shareholders can access a letter on Globant's investor relations website, ensuring transparency and providing detailed financial analysis to aid informed decision-making.
- Digital Transformation Strategy: Globant focuses on driving enterprise transformation through digital and AI solutions, leveraging its subscription-based AI Pods and Enterprise AI platform to turn challenges into measurable business results, thereby enhancing market competitiveness.
- Earnings Release Schedule: Globant will announce its Q4 and full-year 2025 results on February 26, 2026, after market close, providing investors with critical financial data and performance insights.
- Executive Conference Call: Following the earnings release, CEO Martin Migoya and other executives will hold a video conference at 4:30 p.m. ET to discuss the financial results and answer investor questions, enhancing transparency and investor confidence.
- Digital Transformation Strategy: Globant focuses on helping businesses achieve digital transformation through innovative technology solutions, leveraging its AI Pods and Enterprise AI platform to turn challenges into measurable business results and drive growth.
- Investor Relations Information: Investors can access shareholder letters and financial reports on Globant's website, gaining further insights into the company's financial health and future direction, thereby increasing trust among investors.
- Stable Revenue Growth: In Q3 2025, Globant reported revenues of $617.1 million, slightly exceeding the upper end of its guidance range, demonstrating resilience and profitability in the digital services sector despite currency pressures and achieving modest year-over-year growth.
- Strong Cash Flow Performance: The company generated $67.5 million in free cash flow during the same quarter, indicating effective cash management while maintaining profitability, which enhances flexibility for future investments.
- Diversified Customer Base: As of Q3 2025, Globant's top ten clients accounted for less than 30% of revenue, with nearly 1,000 clients generating over $100,000 annually and 339 clients exceeding $1 million, providing a robust safety net that mitigates risks from sector fluctuations.
- AI Platform Upgrade: In October 2025, Globant launched version 2.3 of its Enterprise AI platform, introducing the Agentic Commerce Protocol, which enables AI systems to perform real tasks, enhancing the practical utility of AI in business operations and further solidifying its market position.
- Market Reaction: The S&P 500 fell 1.5% to 6,840 points due to Trump's aggressive trade stance towards Europe, marking its worst session since late November, primarily dragged down by consumer discretionary and technology stocks.
- Tariff Threats: Trump threatened to impose a 10% tariff on several European countries starting February 1 if negotiations over Greenland control fail, with potential increases to 25% by June, which could impact up to 25% of U.S. exports to Europe, leading to cautious market reactions.
- Fixed Income Volatility: Long-dated Treasury yields climbed to their highest levels since late September, with the 30-year yield rising 6 basis points to 4.90%, reflecting a risk-off sentiment among investors.
- Precious Metals Surge: Safe-haven demand pushed gold prices up 1.9% to $4,760 per ounce and silver nearly 5% to $94.50 per ounce, indicating market concerns over economic uncertainty.
- AI Maturity Enhancement: Globant's latest report indicates that in 2026, enterprises will achieve transformation through the integration of next-gen technologies, pushing AI from the experimental phase to maturity, which is expected to significantly enhance operational efficiency and market competitiveness.
- Strategic Guidance: The report emphasizes that companies need to establish clear governance frameworks and strategic adoption plans to tackle challenges in AI implementation, which will help maintain competitive advantages over the next decade.
- Accelerated Industry Transformation: As AI technologies are deeply applied, enterprises will accelerate their transformation journeys in 2026, with companies failing to keep pace potentially facing obsolescence, prompting industry leaders to take proactive measures.
- New Phase of Digital Transformation: The report highlights that successful companies will view AI not just as a digital win but will integrate it seamlessly into their organizations, leading to profound structural and cultural changes that drive sustainable growth.
- AI Maturity Enhancement: Globant's latest report indicates that in 2026, enterprises will achieve transformation through the integration of next-gen technologies, which will not only drive business growth but also foster deep cultural and structural changes within organizations.
- Strategic Guidance: The report emphasizes that companies need to establish clear governance frameworks and strategic adoption plans to gain measurable impacts in their AI transformations, thereby securing a competitive edge.
- Industry Transformation: As AI technologies mature, enterprises must view them as opportunities that go beyond digital wins, integrating AI to drive digital transformation for the next decade.
- Call to Action for Decision-Makers: Globant's CTO Diego Tártara states that 2026 will be a pivotal year for companies to accelerate their transformation journeys, with those who act setting the pace for the next decade.









