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Globant Reimagines Traditional IT Services with AI Pods, the First Subscription Model for AI-Powered Engineering

1. Globant introduces AI Pods, shifting to consumption-based pricing models. 2. AI Pods promise significant time and cost savings for clients. 3. Globant aims to disrupt traditional IT services with AI-driven solutions. 4. They have proven success in sectors like finance and retail. 5. GeAI platform supports diverse AI models for tailored business applications.

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Why Bullish?

The introduction of AI Pods could significantly enhance Globant's revenue streams and competitive edge. Historical precedents show that companies adopting innovative service models often see stock appreciation, evident in SaaS companies like Salesforce.

How important is it?

The shift to AI Pods represents a fundamental change in Globant’s service delivery, aligning with current market trends prioritizing AI, thus making it highly impactful.

Why Long Term?

As AI adoption grows, the demand for Globant’s services should expand, leading to sustained revenue growth over the long term. For example, companies like AWS experienced enduring growth following their innovative service model introductions.

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Globant Unveils Revolutionary AI Pods

NEW YORK, June 5, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company dedicated to reinventing businesses through innovative technology solutions, unveils a new model to radically disrupt traditional IT services with AI. The company is introducing AI Pods, the first subscription model for AI-powered services like engineering, product definition, design, and testing at scale.

AI Pods offer access to agentic AI orchestrated and supervised by Globant experts to ensure strategic alignment, quality, and traceability. They deliver smarter, scalable solutions, with faster time to market and lower costs. Clients can subscribe monthly to an AI Pod, and each subscription includes a token-based metered capacity, similar to how some LLMs structure usage.

"We've been embracing AI for a decade, and today we're reinventing the industry with a strategy that meets the growing demand from global organizations for AI-driven value at scale," said Martin Migoya, co-founder and CEO of Globant. "This is not just an evolution—it's a radical departure from what anyone else in our industry is offering: services as software—continuous, intelligent, and aligned to outcomes, not effort."

AI Pods are powered by Globant Enterprise AI (GEAI), Globant's advanced AI accelerator platform. GEAI is AI-model agnostic and offers a full spectrum of agents for designing, building, deploying, and orchestrating bespoke agentic AI. These intelligent, agentic workflows drive end-to-end business transformation at scale. Today's agent lineup includes Globant CODA, which accelerates the entire software development lifecycle with automated code generation, testing, and deployment.

"We are already delivering this model in industries like finance, retail, and media with impressive results. Projects are experiencing huge reductions in delivery timeframes, showing concrete efficiencies and boosting productivity," said Diego Tartara, CTO at Globant. "We believe we are at the forefront of a massive change for our sector, and we have proven to be the perfect partner to guide both our teams and customers into this new era."

To learn more, visit https://www.globant.com/ai-pods.

About Globant

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.

Contact: info@globant.com. Sign up to get first dibs on press news and updates. For more information, visit www.globant.com.

SOURCE GLOBANT

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