EPAM Systems, Inc. (EPAM): Business Model Canvas

In der sich schnell entwickelnden Landschaft der digitalen Transformation entwickelt sich EPAM Systems zu einem Kraftpaket technologischer Innovation und bietet umfassende Lösungen, die die Art und Weise, wie Unternehmen komplexe technologische Herausforderungen meistern, neu definieren. Mit einer globalen Belegschaft von 52,000 Durch Technologieexperten und strategische Partnerschaften mit Technologiegiganten wie Microsoft und Amazon Web Services hat EPAM ein einzigartiges Geschäftsmodell entwickelt, das modernste Softwareentwicklung, digitale Plattformtransformation und branchenspezifisches Fachwissen über mehrere Sektoren hinweg nahtlos miteinander verbindet. Dieser komplexe Ansatz positioniert EPAM nicht nur als Dienstleister, sondern als strategischen Technologiepartner, der die digitale Entwicklung für Unternehmen weltweit vorantreibt.

EPAM Systems, Inc. (EPAM) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit globalen Technologieführern

EPAM pflegt strategische Partnerschaften mit großen Technologieanbietern:

Technologiepartner	Partnerschaftsfokus	Gründungsjahr
Microsoft	Cloud- und Unternehmenslösungen	2010
Amazon Web Services	Cloud-Infrastrukturdienste	2015
Google Cloud	Lösungen für die digitale Transformation	2018

Hochschulkooperationen zur Talentakquise

Zu den akademischen Partnerschaften von EPAM gehören:

• Carnegie Mellon University
• Massachusetts Institute of Technology
• Stanford-Universität
• Universität Cambridge

Partnerschaften mit Software- und Cloud-Technologieanbietern

Anbieter	Technologieintegration	Partnerschaftswert
Salesforce	CRM-Lösungen	Jährliche Zusammenarbeit im Wert von 45 Millionen US-Dollar
SAP	Implementierung von Unternehmenssoftware	Gemeinsame Projekte im Wert von 62 Millionen US-Dollar
Orakel	Cloud- und Datenbanklösungen	38 Millionen US-Dollar Partnerschaftsumsatz

Beratungspartnerschaften für digitale Transformation

Zu den Joint Ventures von EPAM im Bereich der digitalen Transformation gehören:

• Accenture Digital
• Deloitte Digital
• Digitale Dienste von PwC

Gesamtumsatz der Partnerschaft im Jahr 2023: 743 Millionen US-Dollar

EPAM Systems, Inc. (EPAM) – Geschäftsmodell: Hauptaktivitäten

Kundenspezifische Softwareentwicklung und -entwicklung

Im Jahr 2023 meldete EPAM einen Umsatz mit Software-Engineering und Entwicklungsdienstleistungen in Höhe von 2,66 Milliarden US-Dollar. Das Unternehmen schloss im Geschäftsjahr 2.323 Kundenaufträge ab, wobei 81 % des Umsatzes mit bestehenden Kunden erzielt wurden.

Servicekategorie	Umsatzbeitrag	Prozentsatz der Kundenbindung
Individuelle Softwareentwicklung	1,42 Milliarden US-Dollar	53.4%
Unternehmenssoftwarelösungen	824 Millionen US-Dollar	31%

Digitale Plattform-Transformationsdienste

EPAM investierte im Jahr 2023 127 Millionen US-Dollar in digitale Transformationskapazitäten. Das Unternehmen führte 612 Plattformtransformationsprojekte in verschiedenen Branchen durch.

• Transformationen der Finanzdienstleistungsplattform: 187 Projekte
• Digitale Modernisierung des Gesundheitswesens: 124 Projekte
• Neugestaltung der digitalen Einzelhandelsplattform: 98 Projekte

Cloud-Migrations- und Modernisierungslösungen

Cloud-Dienste generierten für EPAM im Jahr 2023 einen Umsatz von 942 Millionen US-Dollar. Das Unternehmen schloss 456 Cloud-Migrationsprojekte mit großen Cloud-Anbietern ab.

Cloud-Anbieter	Migrationsprojekte	Umsatzbeitrag
Amazon Web Services (AWS)	214 Projekte	456 Millionen US-Dollar
Microsoft Azure	142 Projekte	312 Millionen Dollar
Google Cloud-Plattform	100 Projekte	174 Millionen Dollar

Implementierung von künstlicher Intelligenz und maschinellem Lernen

EPAM implementierte im Jahr 2023 287 KI- und maschinelle Lernlösungen mit einer gezielten Investition von 93 Millionen US-Dollar in KI-Fähigkeiten.

• KI-Lösungsentwicklung: 167 Projekte
• Implementierung des Modells für maschinelles Lernen: 120 Projekte

Produktdesign und technische Dienstleistungen

Produktdesign-Dienstleistungen generierten einen Umsatz von 512 Millionen US-Dollar, wobei im Jahr 2023 411 Produktentwicklungsaufträge abgeschlossen wurden.

Designkategorie	Projekte abgeschlossen	Einnahmen
Digitales Produktdesign	276 Projekte	328 Millionen Dollar
Ingenieurberatung	135 Projekte	184 Millionen Dollar

EPAM Systems, Inc. (EPAM) – Geschäftsmodell: Schlüsselressourcen

Globale Belegschaft

Ab dem vierten Quartal 2023 verfügt EPAM Systems über eine weltweite Belegschaft von 52.600 Technologiefachleuten. Die Personalverteilung stellt sich wie folgt dar:

Region	Anzahl der Fachkräfte	Prozentsatz
Osteuropa	36,750	70%
Nordamerika	8,320	16%
Westeuropa	5,200	10%
Andere Regionen	2,330	4%

Technologische Infrastruktur

EPAM behauptet 37 globale Lieferzentren in mehreren Ländern, mit wichtigen Standorten, darunter:

• Vereinigte Staaten
• Polen
• Russland
• Ukraine
• Ungarn
• Kasachstan
• China
• Schweiz

Geistiges Eigentum und Innovation

Zu den intellektuellen Ressourcen von EPAM gehören:

• F&E-Investitionen: 124,7 Millionen US-Dollar im Jahr 2022
• Softwareentwicklungspatente: 47 angemeldete Patente
• Innovationszentren: 12 dedizierte Innovationslabore weltweit

Finanzielle Ressourcen

Finanzkennzahl	Wert 2022	Wert 2023
Gesamte Zahlungsmittel und Zahlungsmitteläquivalente	1,2 Milliarden US-Dollar	1,45 Milliarden US-Dollar
Gesamtvermögen	3,8 Milliarden US-Dollar	4,2 Milliarden US-Dollar
Jahresumsatz	2,525 Milliarden US-Dollar	2,755 Milliarden US-Dollar

EPAM Systems, Inc. (EPAM) – Geschäftsmodell: Wertversprechen

End-to-End-Lösungen für die digitale Transformation für Unternehmen

EPAM erzielte im Geschäftsjahr 2022 einen Umsatz von 2,17 Milliarden US-Dollar, wobei Dienstleistungen zur digitalen Transformation einen erheblichen Teil ihres Angebots ausmachen.

Servicekategorie	Umsatzbeitrag
Lösungen für die digitale Transformation	42 % des Gesamtumsatzes
Modernisierung der Unternehmenstechnologie	28 % des Gesamtumsatzes

Hochwertige, kostengünstige Software-Engineering-Dienstleistungen

Das Preismodell für Software-Engineering-Dienstleistungen von EPAM bietet wettbewerbsfähige Tarife im Vergleich zu in den USA ansässigen Wettbewerbern.

• Durchschnittlicher Stundensatz: 35–75 $ pro Stunde
• Kosteneinsparungen für Kunden: 40–60 % im Vergleich zu in den USA ansässigen Ingenieurteams
• Globales Liefermodell, das 25 Länder abdeckt

Branchenspezifisches Technologie-Know-how über mehrere Sektoren hinweg

Branchenvertikale	Umsatzprozentsatz (2022)
Finanzdienstleistungen	33.7%
Reisen & Gastfreundschaft	16.5%
Software & Hi-Tech	15.2%
Gesundheitswesen & Lebenswissenschaften	14.6%

Innovative und zukunftsweisende technologische Lösungen

EPAM investierte im Jahr 2022 89,4 Millionen US-Dollar in Forschung und Entwicklung.

• Fachwissen zu KI und maschinellem Lernen
• Cloud-native Technologielösungen
• Blockchain und neue Technologieimplementierungen

Flexible und skalierbare Softwareentwicklungsansätze

Die weltweite Belegschaft von EPAM im Jahr 2022: 41.550 Fachkräfte

Engagement-Modell	Flexibilitätsbewertung
Festpreisprojekte	Hoch
Zeit und Materialien	Sehr hoch
Engagiertes Team	Höchste

EPAM Systems, Inc. (EPAM) – Geschäftsmodell: Kundenbeziehungen

Langfristige strategische Beratungspartnerschaften

EPAM unterhält strategische Partnerschaften mit 89 Fortune-100-Unternehmen (Stand: Q4 2023). Die durchschnittliche Partnerschaftsdauer beträgt in allen Schlüsselbranchen 7,3 Jahre.

Branchensegment	Anzahl strategischer Partnerschaften	Durchschnittliche Partnerschaftsdauer
Finanzdienstleistungen	32	8,1 Jahre
Gesundheitswesen/Biowissenschaften	22	6,9 Jahre
Reisen/Gastgewerbe	15	6,5 Jahre

Dedizierte Account-Management-Teams

EPAM wird bereitgestellt spezialisierte Account-Management-Teams mit einer durchschnittlichen Teamgröße von 5-7 Fachleuten pro Großkunde.

• Engagierte Kundenbeziehungsmanager
• Architekten für technische Lösungen
• Lieferengagement-Leads
• Branchenexperten

Kontinuierliches Engagement- und Supportmodell

EPAM bietet weltweiten Support rund um die Uhr in 22 Ländern 1,87 Milliarden US-Dollar in die Kundensupport-Infrastruktur investiert im Jahr 2023.

Support-Region	Anzahl der Support-Center	Durchschnittliche Reaktionszeit
Nordamerika	7	2,1 Stunden
Europa	12	1,9 Stunden
Asien-Pazifik	3	2,3 Stunden

Entwicklung maßgeschneiderter Lösungen

Im Jahr 2023 entwickelte EPAM 267 einzigartige maßgeschneiderte Technologielösungen für verschiedene Kundenvertikalen.

• Cloud-Transformationslösungen
• AI/ML-Implementierungsframeworks
• Digitale Engineering-Plattformen
• Neugestaltung der Unternehmensarchitektur

Regelmäßige Leistungs- und Innovationsbewertungen

EPAM führt vierteljährliche Leistungsbeurteilungen für 94 % seiner Unternehmenskunden durch, mit einer durchschnittlichen Kundenzufriedenheitsbewertung von 4,7/5.

Überprüfen Sie die Häufigkeit	Kundenabdeckung	Durchschnittlicher Zufriedenheitswert
Vierteljährlich	94%	4.7/5
Halbjährlich	5%	4.5/5
Jährlich	1%	4.3/5

EPAM Systems, Inc. (EPAM) – Geschäftsmodell: Kanäle

Direktvertriebsteam und Enterprise Relationship Manager

Seit dem vierten Quartal 2023 verfügt EPAM Systems über ein globales Vertriebsteam von rund 500 Direktvertriebsexperten. Die Enterprise Relationship Manager des Unternehmens decken wichtige geografische Märkte ab, darunter:

Region	Anzahl der Unternehmensmanager
Nordamerika	180
Europa	160
Asien-Pazifik	90
Lateinamerika	70

Digitales Marketing und Online-Plattformen

Zu den digitalen Marketingkanälen von EPAM gehören:

• LinkedIn: 185.000 Follower
• Twitter: 62.000 Follower
• Budget für digitale Werbung: 4,2 Millionen US-Dollar im Jahr 2023
• Website-Traffic: 1,2 Millionen einzelne Besucher pro Monat

Technologiekonferenzen und Branchenveranstaltungen

Ereignistyp	Jährliche Teilnahme	Durchschnittliche Veranstaltungskosten
Wichtige Technologiekonferenzen	42	$850,000
Branchenspezifische Seminare	78	$320,000

Empfehlungs- und Partnernetzwerk

Das Partner-Ökosystem von EPAM umfasst:

• Strategische Technologiepartner: 87
• Cloud-Service-Partner: 22
• Beratungspartner: 45
• Umsatz mit Empfehlungspartnern: 128 Millionen US-Dollar im Jahr 2023

Unternehmenswebsite und digitale Kommunikationskanäle

Digitaler Kanal	Monatliches Engagement
Unternehmenswebsite	1,2 Millionen einzelne Besucher
Blog	350.000 monatliche Leser
Webinar-Reihe	24 jährliche Webinare

EPAM Systems, Inc. (EPAM) – Geschäftsmodell: Kundensegmente

Große Unternehmen

EPAM bedient seit dem vierten Quartal 2023 mehr als 550 globale Unternehmenskunden. Der Umsatz mit großen Unternehmenskunden erreichte im Jahr 2023 2,1 Milliarden US-Dollar.

Kundensegment	Anzahl der Kunden	Jährlicher Umsatzbeitrag
Fortune-500-Unternehmen	193	1,42 Milliarden US-Dollar
Global 2000-Unternehmen	267	1,85 Milliarden US-Dollar

Finanzdienstleistungsinstitute

Das Finanzdienstleistungskundensegment von EPAM erwirtschaftete im Jahr 2023 einen Umsatz von 782 Millionen US-Dollar.

• Bankkunden: 127 Institute
• Versicherungsunternehmen: 86 Kunden
• Finanztechnologieunternehmen: 54 Kunden

Organisationen im Gesundheitswesen und in den Biowissenschaften

Der Umsatz im Gesundheitssegment erreichte im Jahr 2023 456 Millionen US-Dollar.

Untersegment	Anzahl der Kunden	Einnahmen
Pharmaunternehmen	62	213 Millionen Dollar
Hersteller medizinischer Geräte	44	147 Millionen Dollar
Gesundheitstechnologie	38	96 Millionen Dollar

Automobil- und Fertigungsunternehmen

Das Automobil- und Fertigungssegment von EPAM erwirtschaftete im Jahr 2023 521 Millionen US-Dollar.

• Automobilhersteller: 76 Kunden
• Kunden im Bereich Fertigungstechnik: 93 Kunden
• Anbieter von Industrieausrüstung: 52 Kunden

Technologie- und Softwareunternehmen

Kunden aus dem Technologiesektor trugen im Jahr 2023 648 Millionen US-Dollar zum Umsatz bei.

Untersegment Technologie	Anzahl der Kunden	Einnahmen
Softwareproduktunternehmen	112	287 Millionen Dollar
Cloud-Service-Anbieter	43	196 Millionen Dollar
Technologie-Startups	87	165 Millionen Dollar

EPAM Systems, Inc. (EPAM) – Geschäftsmodell: Kostenstruktur

Aufwendungen für Arbeitskräfte und Talentakquise

Im Jahr 2023 meldete EPAM Systems Personalkosten in Höhe von insgesamt 2,67 Milliarden US-Dollar, was etwa 74,8 % des Gesamtumsatzes entspricht. Die Belegschaft des Unternehmens umfasste zum 31. Dezember 2023 57.570 Mitarbeiter.

Kostenkategorie	Betrag (2023)	Prozentsatz des Umsatzes
Gesamte Personalkosten	2,67 Milliarden US-Dollar	74.8%
Durchschnittliche Kosten pro Mitarbeiter	$46,400	N/A

Forschungs- und Entwicklungsinvestitionen

EPAM stellte im Jahr 2023 68,5 Millionen US-Dollar für Forschung und Entwicklung bereit, was 1,9 % des Gesamtumsatzes entspricht.

• F&E-Investitionen: 68,5 Millionen US-Dollar
• F&E als Prozentsatz des Umsatzes: 1,9 %

Globale Infrastrukturwartung

Die Kosten für die Instandhaltung von Infrastruktur und Einrichtungen beliefen sich im Jahr 2023 auf etwa 112,3 Millionen US-Dollar und deckten globale Büroflächen und Technologiezentren in mehreren Ländern ab.

Kategorie „Infrastrukturkosten“.	Betrag (2023)
Wartung von Büroeinrichtungen	76,4 Millionen US-Dollar
Wartung des Technologiezentrums	35,9 Millionen US-Dollar

Technologie- und Softwarelizenzierung

Die Technologie- und Softwarelizenzkosten für 2023 beliefen sich auf insgesamt 94,6 Millionen US-Dollar und unterstützten die umfassende Technologieinfrastruktur des Unternehmens.

• Gesamte Softwarelizenzkosten: 94,6 Millionen US-Dollar
• Lizenzierung von Cloud-Diensten: 42,3 Millionen US-Dollar
• Lizenzierung von Entwicklungstools: 52,3 Millionen US-Dollar

Kosten für Marketing und Geschäftsentwicklung

Die Ausgaben für Marketing und Geschäftsentwicklung beliefen sich im Jahr 2023 auf 87,2 Millionen US-Dollar, was 2,4 % des Gesamtumsatzes entspricht.

Kategorie „Marketingkosten“.	Betrag (2023)	Prozentsatz des Umsatzes
Gesamte Marketingausgaben	87,2 Millionen US-Dollar	2.4%
Digitales Marketing	38,6 Millionen US-Dollar	1.1%
Event- und Konferenzmarketing	48,6 Millionen US-Dollar	1.3%

EPAM Systems, Inc. (EPAM) – Geschäftsmodell: Einnahmequellen

Kundenspezifische Softwareentwicklungsdienste

Umsatz aus kundenspezifischen Softwareentwicklungsdiensten im Jahr 2022: 4,45 Milliarden US-Dollar

Servicekategorie	Umsatzprozentsatz	Durchschnittlicher Projektwert
Entwicklung von Unternehmenssoftware	42%	1,87 Millionen US-Dollar
Digitale Plattformlösungen	28%	1,24 Millionen US-Dollar

Beratung zur digitalen Transformation

Beratungsumsatz zur digitalen Transformation im Jahr 2022: 687 Millionen US-Dollar

• Beratungsleistungen mit Schwerpunkt auf der strategischen Technologieimplementierung
• Durchschnittlicher Wert des Beratungsengagements: 425.000 US-Dollar

Produktentwicklungslösungen

Produktentwicklungsumsatz für 2022: 1,12 Milliarden US-Dollar

Branchensegment	Umsatzbeteiligung	Wachstumsrate
Technologieprodukte	38%	17.5%
Gesundheitsprodukte	22%	12.3%

Cloud-Migrations- und Modernisierungsdienste

Umsatz mit Cloud-Diensten im Jahr 2022: 612 Millionen US-Dollar

• AWS Migration Services: 276 Millionen US-Dollar
• Modernisierung der Azure-Cloud: 224 Millionen US-Dollar
• Umsetzung der Multi-Cloud-Strategie: 112 Millionen US-Dollar

Laufende technische Support- und Wartungsverträge

Einnahmen aus Wartungs- und Supportverträgen im Jahr 2022: 398 Millionen US-Dollar

Vertragstyp	Jährlicher Vertragswert	Erneuerungsrate
Langfristige Supportverträge	276 Millionen Dollar	89%
Kurzfristige Wartungsverträge	122 Millionen Dollar	67%

EPAM Systems, Inc. (EPAM) - Canvas Business Model: Value Propositions

You're looking at the core reasons why major enterprises choose EPAM Systems, Inc. for their toughest digital challenges. It's not just about staff augmentation; it's about deep, specialized capability that translates directly into financial results and market positioning. Here's the breakdown of what EPAM is selling as of late 2025.

Deep engineering DNA for building complex software platforms.

EPAM Systems, Inc. anchors its value on its heritage of complex software engineering. This DNA is what allows them to handle the most intricate transformation programs, which is critical as clients move beyond simple migrations to building entirely new digital foundations. The company's focus on this core strength is evident in its operational scale and delivery focus.

Here are some numbers reflecting that scale and focus as of the third quarter of 2025:

Metric	Value (as of Q3 2025 end)
Total Employees	62,350
Consultants, Designers, Engineers, Architects	More than 56,100
Consultant Total Growth Year-over-Year	17.5%
Consultant Organic Growth Year-over-Year	6.4%
Q3 2025 Utilization Rate	76.5%

The firm is still investing heavily in this base, evidenced by the announcement of a new share repurchase plan for up to $1 billion, following Q3 repurchases of approximately $82.1 million.

Accelerated AI-Native transformation and GenAI implementation for enterprises.

The current value proposition is heavily weighted toward helping clients become AI-Native organizations. Management specifically highlighted this focus as a driver for improving year-over-year organic constant currency revenue growth. This isn't just theoretical; it's translating into billable work.

The momentum in this area is clear:

• AI Run Transform strategy is driving momentum.
• Tools like Agentic QA spurred double-digit sequential growth in AI-native revenues.
• Approximately 60-70% of AI Proofs-of-Concept (POCs) expanded into larger programs.

This focus is backed by industry recognition, including being named AWS Global Innovation Partner of the Year for 2025.

End-to-end digital lifecycle services from strategy to deployment.

EPAM Systems, Inc. offers a comprehensive portfolio spanning from initial strategy through to hands-on software engineering execution, often through EPAM Continuum. This end-to-end capability is designed to speed up time to market for client innovations. The financial results for Q3 2025 reflect this broad engagement across verticals, with five of six verticals growing year-over-year, led by Financial Services and Emerging sectors.

Financially, the company delivered:

• Q3 2025 Revenue of $1.394 billion.
• Q3 2025 Revenue growth of 19.4% year-over-year.
• Full Year 2025 expected revenue growth midpoint of 15.0%.

High-quality, scalable delivery via a globally diversified talent model.

The value proposition relies on a borderless delivery approach, leveraging talent across North America, Europe, Latin America, and Asia-Pacific. This model is designed to optimize cost efficiency alongside technical expertise. The company has continued to diversify its delivery locations, which supports its overall growth trajectory.

The operational efficiency achieved through this model is reflected in profitability metrics:

Profitability Metric (Q3 2025)	Percentage of Revenue
Non-GAAP Income from Operations	16.0%
GAAP Income from Operations	10.4%
Full Year 2025 Expected Non-GAAP OI% Range	15.0% to 15.3%

The non-GAAP operating margin showed sequential improvement, moving from 13.5% in Q1 2025 to 15.0% in Q2 2025, before hitting 16.0% in Q3 2025.

Trusted partner status for over 340 Forbes Global 2000 companies.

While the search results confirm EPAM Systems, Inc. was included in the Forbes Global 2000 list in 2021, the company explicitly states it is a trusted partner to Fortune 1000 enterprises. This high-tier client base is a key indicator of the value proposition's perceived quality and reliability. Furthermore, external validation reinforces this standing.

External validation points as of late 2025 include:

• Ranked #754 overall on Newsweek's 2025 Excellence 1000 Index.
• Ranked in the Top 5 for IT Services and IT Consulting on Newsweek's 2025 Index.
• Recognized as a 2025 Top IT Sourcing Vendor in Germany for the third consecutive year by Whitelane Research.

The company generated a record free cash flow of $286 million in the third quarter of 2025, which supports continued investment and shareholder returns.

EPAM Systems, Inc. (EPAM) - Canvas Business Model: Customer Relationships

You're looking to understand how EPAM Systems, Inc. keeps its clients locked in for the long haul. It's not just about writing code; it's about embedding deeply into their transformation journey.

The core of their approach is a consultative, high-touch engagement model. This means they aren't just order-takers; they partner with clients to co-create solutions, often starting with EPAM Continuum's integrated strategy and experience consulting before the engineering execution begins. This consultative depth is what drives stickiness.

This high-touch service is supported by a massive, specialized talent pool. You can see the scale of their delivery capability, which underpins these long-term relationships, in their recent operational numbers:

Metric	Value (As of Late 2025)	Context
Total Consultants (Q2 2025 End)	Over 55,800	Reflects capacity for dedicated teams across global engagements
AWS-Experienced Engineers	15,000+	Supports deep, specialized cloud partnership execution
Full Year 2025 Revenue Growth Guidance (Midpoint)	15.0%	Indicates sustained client investment and partnership value
Q3 2025 Revenue	$1.394 billion	Demonstrates the scale of current client activity

The goal is definitely to move clients past initial experiments into massive, sustained programs. This is a key differentiator, as many companies struggle with that transition. For instance, their April 2025 AI research showed that while 15.42% of surveyed companies had one or more proofs of concept (PoCs), only 5.26% were using AI technology on a large scale. EPAM Systems positions itself as the partner that bridges that gap from PoC to enterprise-wide deployment.

To maintain this position, EPAM Systems invests heavily in thought leadership and research, which feeds directly into their consultative approach. They published the 'From Hype to Impact: How Enterprises Can Unlock Real Business Value with AI' report in April 2025. This research, based on a survey of 7,300 participants across nine countries, helps frame the strategic conversation with clients, moving beyond simple productivity gains to high-value use cases.

Key insights from this thought leadership that shape client discussions include:

• Companies plan to increase AI spending by 14% year-over-year in 2025.
• Disruptors attribute 53% of their expected 2025 profits to AI investments.
• Only 26% of self-identified 'advanced' companies and disruptors had successfully delivered AI use cases to market.

This research acts as a catalyst for deeper, longer-term engagements, solidifying those sticky partnerships you want to see. Finance: draft 13-week cash view by Friday.

EPAM Systems, Inc. (EPAM) - Canvas Business Model: Channels

You're looking at how EPAM Systems, Inc. gets its services to market as of late 2025. It's a mix of direct client engagement and leveraging massive global partnerships, which is how they hit a Trailing Twelve Months (TTM) revenue of $5.29 Billion USD as of December 2025, with full-year revenue guidance pointing toward $5.430 billion to $5.445 billion.

Direct sales force and client relationship managers.

The direct channel relies on EPAM Systems' massive, globally distributed workforce. As of October 2025, the firm has approximately 62K employees, operating across 50+ countries. This structure means client relationship managers and sales teams are embedded globally, supporting the core engineering talent pool. The company's focus on expanding wallet share within its existing client portfolio suggests a strong reliance on these direct, relationship-driven sales motions, especially as AI-native services accelerate demand.

Strategic partner ecosystems (e.g., AWS Marketplace, Google Cloud).

The partner ecosystem is clearly a major channel, particularly for cloud and AI-driven growth. EPAM Systems has been recognized as the 2025 AWS Global Innovation Partner of the Year, leveraging over 15,000+ AWS-experienced engineers. Similarly, the expanded strategic partnership with Google Cloud, announced in January 2025, is key to delivering solutions on the Vertex AI platform. The effectiveness of these channels is reflected in the business results; in Q1 2025, AI-related initiatives contributed approximately 40% of new client contracts.

Here's a quick look at the scale of these key technology alliances:

Partner Ecosystem Component	Key Metric/Data Point	Date/Context
Total Workforce (Global)	Approximately 62,000 professionals	October 2025
AWS-Experienced Engineers	Over 15,000	2025
Google Cloud Engineers	Over 2,000	2025
AI-Related New Client Contracts Contribution	Approximately 40%	Q1 2025
Full Year 2025 Inorganic Growth Contribution	Approximately 9.1%	2025 Guidance

This partner-led revenue stream is critical, as inorganic growth is expected to contribute about 9.1% to the full-year 2025 revenue.

Global delivery centers in regions like India and Latin America.

The distributed delivery model is the engine that supports the sales channels. EPAM Systems sustains its operational continuity and cost-effectiveness by maintaining a vast global footprint. The company continues to execute business continuity plans, sustaining hiring across Central and Eastern Europe, Central and Western Asia, India, and Latin America.

Key delivery center statistics include:

• Total employees across all locations: Approximately 62,000 as of October 2025.
• India headcount: Projected to reach 10,000 by March 2025.
• Latin America/Spain expansion: Significantly bolstered by the December 2024 acquisition of NEORIS, which added 4,800 employees across those markets.
• Total countries with delivery professionals: Over 50.

The firm's heritage is rooted in this cross-border model, fusing American innovation with engineering talent from these global centers.

Industry-specific solution accelerators and platforms.

EPAM Systems drives channel efficiency by packaging expertise into repeatable assets. This is evident in their focus on AI-native services, with over 90% of employees completing mandatory AI literacy education. The company is pushing new offerings like EPAM AI/RUN Transform and Agentic QA, the latter shown to be 10x more efficient than manual testing. Furthermore, the expanded Google Cloud partnership in early 2025 introduced four specific solutions, such as JenAii for Retail and Geospatial Data Visualization for Energy. These accelerators allow the direct sales force and partners to sell pre-validated, high-value solutions, which helps drive the reported 19.4% year-over-year revenue increase in Q3 2025 to $1.394 billion.

EPAM Systems, Inc. (EPAM) - Canvas Business Model: Customer Segments

You're looking at the core of EPAM Systems, Inc.'s (EPAM) revenue engine, which is heavily weighted toward large, established, and complex organizations. This isn't a startup chasing small-to-mid-market deals; this is about deep, long-term partnerships with the global elite. Honestly, the sheer scale of their client base is impressive.

The foundation of EPAM Systems, Inc.'s customer base is built upon serving the world's largest enterprises. The company has explicitly stated they've helped more than 340 Forbes Global 2000 clients solve their most complex challenges. This focus on large, complex enterprises means the engagements are typically strategic, multi-year digital transformation and product engineering efforts, not just simple staff augmentation.

Here's a quick look at the composition of their client base by industry vertical, based on the latest reported growth figures from Q2 2025:

Vertical	Reported YoY Revenue Growth (Q2 2025)	Organic Constant Currency Growth (Q2 2025)
Financial Services	34.4%	6.5%
Emerging Verticals	28.7%	3.3%
Software & Hi-Tech	21.2%	Not explicitly stated
Life Sciences & Healthcare	11.7%	Not explicitly stated

The Financial Services sector is definitely leading the charge, delivering a massive 34.4% year-over-year growth on a reported basis in Q2 2025, driven by strength in banking and insurance. That's a huge indicator of where large-scale modernization and AI adoption spend is flowing.

The Emerging Verticals, which include Energy and Oil & Gas, are also showing significant momentum, growing 28.7% year-over-year in Q2 2025 on a reported basis. This shows EPAM Systems, Inc. is successfully diversifying beyond its traditional strongholds. The core verticals of Software & Hi-Tech and Life Sciences & Healthcare also delivered solid double-digit growth, increasing 21.2% and 11.7%, respectively, in the same period.

When you look at where the revenue actually comes from geographically, the focus is clearly on the mature, high-spend markets. North America and EMEA are the largest regional markets by far, representing the bulk of the company's scale. For Q2 2025:

• The Americas, the largest region, accounted for 59% of Q2 revenues, growing 15.9% year-over-year reported.
• EMEA comprised 39% of Q2 revenues, showing even stronger reported growth at 21.7% year-over-year.

To support this client base, EPAM Systems, Inc. ended Q3 2025 with a total headcount of approximately 62,350 employees, with a utilization rate of 78.1% as of Q2 2025. This operational capacity is what underpins their ability to serve these massive, complex customer segments across the globe.

Finance: draft 13-week cash view by Friday.

EPAM Systems, Inc. (EPAM) - Canvas Business Model: Cost Structure

EPAM Systems, Inc.'s cost structure is fundamentally driven by its talent base. As of September 30, 2025, the total headcount stood at approximately 62,350 EPAMers across the globe. Of this total, approximately 56,100 were delivery professionals. This large, specialized workforce necessitates significant expenditure on salaries and benefits, which form the largest component of the cost of revenue.

Investment in future capabilities, particularly around Artificial Intelligence, represents a significant ongoing cost. In Q3 2025, EPAM Systems, Inc. noted that between 60%-70% of its AI-native projects had expanded from initial Proof-of-Concept (PoC) stages into larger programs. Furthermore, internal investment in talent readiness showed that over 90% internal AI literacy was achieved, with more than 95% of engineers completing foundational AI education.

Here's a quick look at the operational cost structure based on recent profitability metrics:

Metric	Period/Guidance	Value
GAAP Income from Operations	Q3 2025	10.4% of revenues
Non-GAAP Income from Operations	Q3 2025	16.0% of revenues
Non-GAAP SG&A	Q2 2025	14.1% of revenue
Expected Full Year 2025 GAAP Income from Operations	Guidance	Range of 9.4% to 9.7% of revenues
Expected Full Year 2025 Non-GAAP Income from Operations	Guidance	Range of 15.0% to 15.3% of revenues

Costs tied to EPAM Systems, Inc.'s global footprint and delivery diversification are also notable. The company has been executing a strategy to rebalance its delivery platform toward lower-cost regions. Separately identifiable costs include expenses related to the humanitarian commitment in Ukraine, which involves a $100 million commitment.

Margin impacts can arise from restructuring activities and variable pay. For instance, cost optimization charges, which include severance, were expected to be around $9 million for Q3 2025 and $8 million for Q4 2025. These charges are distinct from normal operating costs.

General and administrative expenses support the worldwide scale of operations. Looking at the second quarter of 2025, the cost for General and Administrative (SG&A) was:

• GAAP SG&A: 17.1% of revenue.
• Non-GAAP SG&A: 14.1% of revenue.

EPAM Systems, Inc. (EPAM) - Canvas Business Model: Revenue Streams

You're looking at how EPAM Systems, Inc. actually brings in the money as of late 2025. It's all about charging for high-value expertise in complex technology shifts, not just filling seats.

The primary revenue source is service fees from digital transformation and product engineering projects. This is the core of the business, where EPAM Systems acts as a partner to help large enterprises rebuild or create new digital capabilities. The company explicitly states its focus is on deep engineering and technology expertise, which commands premium pricing over basic outsourcing models. This is evident in their commentary noting no material exposure to traditional legacy outsourcing services.

A key driver for current revenue is the shift toward next-generation work. Revenue from fees from AI-Native and cloud-based solutions is accelerating. EPAM Systems is positioning itself as a leader in helping clients build their AI foundation, which involves complex data engineering, cloud migration, and platform modernization projects. This focus on cutting-edge areas supports the revenue projections for the year.

The model clearly favors high-value engagements. The revenue is derived from complex platform work, not just staff augmentation. This is a deliberate strategic move up the value chain, aiming for better margins. This is supported by investments in proprietary platforms like EPAM AI/RUN™ and EPAM DIAL (for LLM orchestration), which are used to deliver these complex, high-margin services.

Here's a look at the top-line financial expectations that these revenue streams are projected to generate for the full year 2025:

Metric	Projected Amount/Range (Full Year 2025)
Expected Total Revenue	$5.430 billion to $5.445 billion
Non-GAAP Operating Income Margin	15.0% to 15.3% of revenue
GAAP Income from Operations Margin	9.4% to 9.7% of revenues

The specific types of services that generate these fees, reflecting the current demand environment, include:

• Fees for building out client data and AI foundations.
• Consulting and software engineering for AI transformation.
• Complex cloud migration and modernization projects.
• Revenue tied to proprietary AI platforms and solutions.

To be fair, the expectation for Non-GAAP operating income margin projected to be 15.0% to 15.3% of revenue for 2025 shows that while top-line growth is strong, the company is managing costs effectively to realize profitability from these complex engagements. Finance: draft 13-week cash view by Friday.