Globant S.A. (Glob): Análise de Pestle [Jan-2025 Atualizado]

No cenário em rápida evolução dos serviços de tecnologia global, a Globant S.A. permanece como uma força dinâmica que navega pelas complexas interseções de inovação, desafios geopolíticos e transformação digital. Essa análise abrangente de pestles revela os fatores externos multifacetados que moldam o posicionamento estratégico da empresa entre domínios políticos, econômicos, sociológicos, tecnológicos, legais e ambientais. Desde suas raízes na Argentina até sua expansiva pegada global, a Globant exemplifica como as empresas de tecnologia modernas devem se adaptar com maestria a um ecossistema de negócios cada vez mais interconectado e imprevisível.

Globant S.A. (Glob) - Análise de Pestle: Fatores Políticos

Engajamento de cenário político global

Globant opera em 18 países em vários continentes, com presença significativa em:

Região	Países	Índice de Complexidade Política
América latina	Argentina, Uruguai, Brasil, Colômbia	Médio-alto (6.2/10)
América do Norte	Estados Unidos, México	Baixo médio (4.7/10)
Europa	Reino Unido, Espanha, Itália	Baixo (3,9/10)

Gerenciamento de riscos geopolíticos

A exposição ao risco político de Globant envolve várias dimensões:

• Regulamentos de exportação de tecnologia que afetam 37% dos contratos de serviço internacional
• Conformidade de Serviços Digitais em 6 estruturas regulatórias diferentes
• Restrições de investimento estrangeiro em mercados -chave

Desafios do ambiente regulatório

Os fatores políticos que afetam as operações da Globant incluem:

Área regulatória	Impacto potencial	Estratégia de mitigação
Leis de proteção de dados	Custos de conformidade com GDPR: € 750.000 anualmente	Integração da equipe jurídica local
Controles de exportação de tecnologia	Risco potencial de receita: 12-15% dos contratos internacionais	Modelo de entrega global diversificado
Triagem de investimento estrangeiro	Duração do processo de aprovação: 3-6 meses	Engajamento regulatório proativo

Avaliação de estabilidade política

O gerenciamento de riscos políticos da Globant envolve o monitoramento contínuo de:

• Índice de Estabilidade Política em países operacionais
• Possíveis restrições comerciais
• Regulamentos de transferência de tecnologia
• Políticas governamentais de segurança cibernética

Impacto da política do governo

Os principais fatores políticos que influenciam as decisões estratégicas da Globant incluem:

• Restrições de exportação de tecnologia na Argentina: afetando 22% das operações regionais
• Regulamentos de visto de tecnologia dos EUA: impactando a mobilidade de talentos
• Diretivas do Serviço Digital da União Europeia: Requisitos de conformidade

Globant S.A. (Glob) - Análise de Pestle: Fatores Econômicos

Beneficiando -se de fortes tendências de transformação digital nos mercados de empresas globais

Globant relatou receita total de US $ 1,47 bilhão para o ano fiscal de 2022, com Serviços de transformação digital representando um segmento de crescimento significativo. Os serviços digitais e em nuvem da empresa cresceram 19,4% ano a ano.

Segmento de receita	2022 Receita ($ m)	Taxa de crescimento
Serviços de transformação digital	712.3	19.4%
Serviços em nuvem	385.6	22.7%
Receita total da empresa	1,470.0	20.1%

Exposto a flutuações de moeda, particularmente nos mercados latino -americanos

Em 2022, Globant gerado 42,3% de sua receita dos mercados latino -americanos, tornando a empresa exposta significativamente à volatilidade da moeda.

Partida da receita geográfica	Percentagem
América latina	42.3%
Estados Unidos	38.7%
Europa	19.0%

Modelo de negócios resiliente com fluxos de receita diversificados em vários setores

A diversificação de receita da Globant em todas as indústrias fornece estabilidade econômica. Os principais segmentos da indústria incluem:

• Serviços financeiros: 25,6% da receita total
• Mídia & Entretenimento: 18,3% da receita total
• Tecnologia: 16,9% da receita total
• Viagem & Hospitalidade: 12,4% da receita total

Oportunidades de crescimento potenciais nos investimentos em infraestrutura digital dos mercados emergentes

O posicionamento estratégico da Globant em mercados emergentes mostra potencial para um crescimento significativo. O investimento em infraestrutura digital na América Latina deve atingir US $ 37,5 bilhões até 2025.

Mercado	Investimento de infraestrutura digital (projeção 2025)
América latina	US $ 37,5 bilhões
Brasil	US $ 15,2 bilhões
Argentina	US $ 5,6 bilhões

Globant S.A. (Glob) - Análise de Pestle: Fatores sociais

Aproveitando o pool de talentos globais com força de trabalho multicultural em vários países

A partir de 2024, a Globant opera em 22 países com uma força de trabalho de mais de 29.500 funcionários. A empresa mantém uma presença na América Latina, Estados Unidos, Europa e Índia.

País	Número de funcionários	Porcentagem de força de trabalho global
Argentina	12,500	42.4%
Estados Unidos	5,800	19.7%
Índia	3,600	12.2%
Outros países	7,600	25.7%

Adaptação para tendências de trabalho remotas e modelos de colaboração de equipe distribuídos

Em 2024, a Globant relata 68% de sua força de trabalho utilizando acordos de trabalho híbridos, com 32% de funcionários totalmente remotos em locais globais.

Modelo de trabalho	Porcentagem de força de trabalho
Trabalho híbrido	68%
Totalmente remoto	32%

Abordando a escassez de habilidades através de programas inovadores de recrutamento e treinamento

A Globant investiu US $ 42,3 milhões em programas de treinamento e desenvolvimento em 2023, visando habilidades tecnológicas emergentes.

Investimento de treinamento	Horas de treinamento por funcionário	Novas habilidades desenvolvidas
US $ 42,3 milhões	86 horas/funcionário	Ai, nuvem, segurança cibernética

Focando na diversidade e inclusão no desenvolvimento da força de trabalho tecnológica

A partir de 2024, a Globant mantém uma força de trabalho diversificada, com 45% de representação feminina em papéis técnicos.

Métrica de diversidade	Percentagem
Representação feminina em papéis técnicos	45%
Posições de liderança ocupadas por mulheres	38%
Minorias sub -representadas em tecnologia	22%

Globant S.A. (Glob) - Análise de Pestle: Fatores tecnológicos

Líder em Serviços de Consultoria de Tecnologia Emergente

Globant registrou US $ 1,09 bilhão em receita para o quarto trimestre de 2023, com 78% da receita derivada de serviços de transformação digital e em nuvem. A empresa atende mais de 1.200 clientes em 25 países, com uma força de trabalho de tecnologia de mais de 29.500 profissionais.

Categoria de Serviço de Tecnologia	Contribuição da receita	Taxa de crescimento
Transformação digital	42%	15.3%
Computação em nuvem	22%	18.7%
AIDA/Aprendizado de máquina	18%	26.5%

Investir em IA, computação em nuvem e tecnologias avançadas de desenvolvimento de software

Em 2023, a Globant investiu US $ 127 milhões em P&D, representando 11,6% da receita anual total. A empresa possui 17 parcerias de tecnologia estratégica com grandes fornecedores de nuvem e tecnologia.

Parceria de Tecnologia	Área de foco	Investimento
Google Cloud	Migração em nuvem	US $ 35,4M
Microsoft Azure	Enterprise Solutions	US $ 28,7M
AWS	Infraestrutura em nuvem	US $ 32,6M

Inovação contínua em engenharia digital e design de produto

Globant mantém 12 estúdios de inovação Globalmente, com foco em tecnologias emergentes. Em 2023, a empresa apresentou 47 novas patentes de tecnologia e desenvolveu 63 soluções de software proprietárias.

Desenvolvimento de soluções tecnológicas proprietárias

A pilha de tecnologia da empresa inclui 23 plataformas digitais especializadas abordando os desafios digitais corporativos. Essas plataformas geraram US $ 246 milhões em receita em 2023, com um crescimento de 22% ano a ano.

• Plataformas de desenvolvimento de software orientadas pela IA
• Ferramentas de aceleração de migração em nuvem
• Soluções corporativas de segurança cibernética
• Analytics de dados e estruturas de aprendizado de máquina

Globant S.A. (Glob) - Análise de Pestle: Fatores Legais

Conformidade com regulamentos internacionais de proteção de dados como GDPR

A Globant S.A. opera sob estruturas estritas de conformidade de proteção de dados em várias jurisdições. A partir de 2024, a empresa mantém a conformidade com as seguintes métricas -chave:

Métrica regulatória	Status de conformidade	Investimento anual
Cobertura de conformidade com GDPR	Operações 100% européias	US $ 3,2 milhões
Funções do Oficial de Proteção de Dados	7 profissionais dedicados	US $ 1,5 milhão
Auditorias anuais de conformidade	4 revisões abrangentes	$750,000

Gerenciando direitos de propriedade intelectual em várias jurisdições

Portfólio de propriedade intelectual:

Categoria IP	Registros totais	Despesas de proteção anual
Patentes	127 patentes ativas	US $ 2,1 milhões
Marcas comerciais	246 marcas comerciais registradas	US $ 1,3 milhão
Direitos autorais	392 Copyrights de software	$850,000

Navegando regulamentos complexos de trabalho e emprego

Métricas globais de conformidade da força de trabalho da Globant:

Dimensão regulatória	Métrica de conformidade	Investimento anual de conformidade
Conformidade da Lei do Trabalho	98,7% de adesão global	US $ 4,5 milhões
Contratos de emprego internacional	17 diferentes estruturas jurisdicionais	US $ 2,3 milhões
Documentação dos direitos dos funcionários	6 idiomas suportados	$750,000

Garantir a segurança cibernética e a conformidade com a privacidade de dados na prestação de serviços globais

Métricas de conformidade de segurança cibernética:

Dimensão de segurança	Nível de conformidade	Investimento anual
Certificação ISO 27001	100% operações globais	US $ 5,6 milhões
Prevenção de violação de dados	Zero incidentes críticos em 2023	US $ 3,2 milhões
Treinamento de segurança cibernética	4.200 funcionários treinados	US $ 1,7 milhão

Globant S.A. (Glob) - Análise de Pestle: Fatores Ambientais

Implementando soluções de tecnologia sustentável para clientes

A Globant relatou 93% de seus clientes envolvidos em projetos de tecnologia focados em sustentabilidade em 2023. A empresa desenvolveu 247 soluções de tecnologia verde em vários setores do setor.

Categoria de solução de sustentabilidade	Número de projetos	Porcentagem de engajamento do cliente
Soluções de eficiência energética	87	42%
Tecnologias de rastreamento de carbono	63	29%
Plataformas digitais de economia circular	47	22%
Sistemas de gerenciamento de energia renovável	50	24%

Reduzindo a pegada de carbono por meio de trabalho remoto e colaboração digital

O modelo de trabalho remoto da Globant reduziu as emissões corporativas de carbono em 68% em comparação com as operações tradicionais baseadas em escritórios. A empresa economizou 3.742 toneladas de emissões de CO2 em 2023 por meio de estratégias de colaboração digital.

Métrica de redução de carbono	2023 valor
Emissões totais de CO2 evitadas	3.742 toneladas métricas
Taxa de participação do trabalho remoto	87%
Horário de colaboração digital	1.246.000 horas

Promovendo a tecnologia verde e estratégias sustentáveis ​​de transformação digital

A Globant investiu US $ 22,3 milhões em pesquisa e desenvolvimento de tecnologia verde em 2023. A empresa lançou 36 iniciativas sustentáveis ​​de transformação digital nos mercados globais.

• Investimentos de desenvolvimento de IA verde: US $ 8,7 milhões
• Soluções sustentáveis ​​de computação em nuvem: US $ 6,5 milhões
• Pesquisa de engenharia de software ecológica: US $ 7,1 milhões

Desenvolvimento de métricas de sustentabilidade ambiental em consultoria de tecnologia

O rastreamento abrangente de sustentabilidade ambiental abrangente estabeleceu em 412 projetos de consultoria em tecnologia. A empresa implementou protocolos padronizados de medição de carbono para iniciativas de transformação digital.

Categoria métrica de sustentabilidade	Rastreando a cobertura
Rastreamento de emissões de carbono	98%
Medição de eficiência energética	92%
Monitoramento de otimização de recursos	85%

Globant S.A. (GLOB) - PESTLE Analysis: Social factors

Growing demand for remote and hybrid work models influences talent retention and recruitment.

You're seeing the global shift to flexible work solidify, and for a distributed company like Globant, this is both an opportunity and a retention risk. The company operates across more than 30 countries and has historically embraced a distributed model, which is now a major expectation for top talent. Still, managing a workforce that peaked at 31,280 Globers at the end of 2024, but subsequently optimized down to 29,020 by the end of Q3 2025, requires a constant recalibration of culture and cost.

This operational shift is visible in the financials. Globant executed a Business Optimization Plan in Q2 2025, which included a one-time charge of $47.6 million. This move, while aimed at enhancing near-term profitability and strategically allocating resources toward high-growth areas like AI, shows the high cost and complexity of adjusting a large global talent base to dynamic market demand.

Your action here is to watch the efficiency metrics. The company's ability to maintain a Non-IFRS Adjusted Profit from Operations Margin of at least 15.0% for the full fiscal year 2025, despite the optimization charge and headcount reduction, suggests they are successfully streamlining operations and focusing on high-value projects.

Focus on diversity and inclusion (D&I) in tech is a key client and employee expectation.

Clients, especially those in North America which accounts for over 53.8% of Globant's Q3 2025 revenue, are increasingly demanding D&I metrics and ethical supply chains from their service providers.

Globant addresses this through its Be Kind to your Peers (BKTP) initiative, which focuses on three core pillars: Gender and sexuality, Accessibility and neurodiversity, and Multiculturalism and ethnicity. This isn't just a compliance issue; it's a competitive advantage, as diverse teams drive innovation.

The company backs this commitment with concrete programs, such as the Women that Build Awards, which received over 3,100 nominations in 2023, and the awarding of 4,000 coding scholarships in the same year to foster talent in developing communities. These initiatives are essential for attracting and retaining talent who prioritize purpose-driven work.

• D&I Focus Areas:
• Gender and sexuality initiatives (e.g., Women that Build Awards).
• Accessibility and neurodiversity programs.
• Multiculturalism and ethnicity inclusion.

Increased client scrutiny on ethical AI practices and data usage demands transparency.

As Generative AI (GenAI) adoption accelerates across industries, client scrutiny on the ethical implications of AI systems is at an all-time high. Globant, which has positioned itself as a full-stack AI company, must demonstrate algorithmic accountability.

The company has formalized its stance with an Artificial Intelligence Manifesto, which is a clear commitment to clients and the public. This manifesto outlines key principles that guide their AI Studio Network and the Globant Enterprise AI Platform, which are central to their business model.

The core principles of their ethical framework include: Respectful Data (ensuring compliance and privacy), Fairness (avoiding biased results), and Transparency (committing to algorithmic accountability). They also explicitly state they will not pursue AI applications that contravene law or public order, such as systems developed to spread untrustworthy information. This is a critical risk mitigation step in a market demanding responsible AI governance.

The global talent war for specialized AI/Data Science skills raises compensation costs.

The rapid acceleration of GenAI adoption has created an intense global war for specialized skills, particularly in AI and Data Science. This demand directly translates into higher compensation costs, which pressures the Gross Profit Margin.

Globant is actively addressing this by focusing on its AI Studios and the Globant Enterprise AI Platform, which are designed to embed AI deeply within client industries. This focus on high-value, specialized service allows them to command higher rates and justify the increased investment in top-tier AI talent.

The company's ability to deliver a Non-IFRS Adjusted Gross Profit Margin of 38.1% in the first nine months of 2025, despite the talent market pressures, shows effective cost management and pricing power in their specialized services. Simply put, they are paying more for the best, but charging more for the best work.

Here's the quick math on their talent base size in 2025, which reflects this strategic focus:

Metric	Value (2025)	Context
Total Globers (Sept 30, 2025)	29,020	Reflects a strategic headcount optimization.
Technology Professionals (Sept 30, 2025)	27,123	Core talent base for service delivery.
Business Optimization Charge (Q2 2025)	$47.6 million	One-time charge for strategic realignment and cost management.

Globant S.A. (GLOB) - PESTLE Analysis: Technological factors

Rapid advancement of Generative AI (GenAI) both disrupts and creates new service lines.

You can't talk about technology in 2025 without starting with Generative AI (GenAI). For Globant S.A., this isn't just a buzzword; it's a massive, two-sided market force. On one hand, it disrupts traditional software development models by automating code generation, but on the other, it creates entirely new, high-margin service lines. The company is leaning hard into the opportunity, projecting the total market for generative AI to reach a five-year Compound Annual Growth Rate (CAGR) of 73.5% by 2028.

Globant's pipeline reflects this shift, reaching an all-time high of $3.7 billion in Q2 2025, a 25% increase year-over-year, largely driven by demand for its AI-focused offerings. To put a number on the speed of this change, AI-related projects contributed over $350 million to revenue in 2024, which was a 110% increase from the prior year.

Need to quickly integrate AI into core offerings to maintain competitive edge.

The imperative for Globant is to move faster than the competition, positioning itself as a 'full-stack AI company.' This means integrating AI not just as a new service, but as the core operating model. To fund this, the company executed a Business Optimization Plan in Q2 2025, which included a one-time charge of $47.6 million to strategically reallocate resources toward its AI initiatives. That's a clear signal: they are willing to take a short-term financial hit for long-term strategic advantage. This shift is driving a fundamental change in how they charge clients.

The company's strategy is built on four core pillars, moving away from the traditional time-and-materials model:

• AI Pods: Virtual, outcome-driven AI teams.
• Subscription Model: Consumption-based, outcome-aligned pricing for AI services.
• AI Studios: Specialized teams for enterprise-scale GenAI adoption.
• Globant Enterprise AI Platform: The toolkit for integrating AI agents across enterprise workflows.

They are now shifting toward charging for AI Agents based on performance, not just human effort, which is how they'll defintely decouple revenue growth from a linear headcount model.

Cybersecurity threats (ransomware, supply chain attacks) necessitate continuous investment in security services.

As digital transformation accelerates, so does the attack surface for clients. The sophistication of threats like ransomware and supply chain attacks means that cybersecurity (or 'Cybersecurity' as Globant calls it) is no longer a separate IT project but a continuous, non-negotiable part of every cloud and AI engagement. Globant offers digital solutions that explicitly include cybersecurity, and they are an active member of the Cybersecurity Tech Accord, underscoring their commitment to industry-wide security standards.

While specific 2025 revenue for their security practice isn't broken out, the need for robust security is baked into the demand for their core services. The continuous investment here is defensive-it protects their clients' data and their own reputation, which is critical for securing large, multi-year contracts in industries like financial services and healthcare.

Cloud adoption and migration services remain a primary revenue driver.

Despite the intense focus on AI, cloud adoption and migration remain the foundational work driving a significant portion of Globant's revenue. The company is a key partner for major cloud providers, offering enterprise technology solutions for AWS, Google Cloud, and Microsoft. Their status as a Worldwide Leader in Media Consultation, Integration, and Business Operations Cloud Service Providers (2024) by IDC MarketScape confirms their strength in this area.

Here's the quick math: Globant's full-year 2025 revenue is forecasted to be in the range of $2.635 billion to $2.705 billion. Cloud services, which include infrastructure modernization and platform engineering, are a fundamental component of this total, especially in North America, which accounts for 53.8% of their Q3 2025 revenue. Cloud is the platform; AI is the application layer. You can't have one without the other at scale.

Technological Factor	2025 Financial/Metric Data	Strategic Impact
Generative AI (GenAI) Focus	AI-related projects contributed $350 million in 2024 revenue, a 110% YoY increase.	Positions Globant as a 'full-stack AI company,' shifting the business model to outcome-based pricing (AI Pods/Subscription Model).
Total Pipeline Demand	All-time high pipeline of $3.7 billion in Q2 2025, up 25% year-over-year.	Indicates strong future demand, particularly for their differentiated AI and digital transformation offerings.
Strategic Investment	One-time charge of $47.6 million in Q2 2025 for a Business Optimization Plan to fund AI and strategic initiatives.	Enhances near-term profitability and strategically allocates capital to high-growth areas like AI Pods and the Globant Enterprise AI platform.
Cloud/Digital Foundation	Part of the overall FY 2025 revenue forecast of $2.635 billion to $2.705 billion. North America (top market) is 53.8% of Q3 2025 revenue.	Remains the primary platform for all digital transformation and AI projects, driven by partnerships with major providers (AWS, Google Cloud, Microsoft).

Globant S.A. (GLOB) - PESTLE Analysis: Legal factors

Stricter global data privacy laws (e.g., GDPR, CCPA) increase compliance costs for all client projects.

You are operating in a world where data privacy is no longer a legal footnote; it's a core financial risk. For Globant S.A., with an estimated fiscal year 2025 revenue of at least $2,447.4 million, the stakes are enormous because nearly 73.2% of your Q3 2025 revenue comes from North America and Europe, the epicenters of regulation (North America at 53.8%, Europe at 19.4%).

The cost of non-compliance is staggering. A major breach under the General Data Protection Regulation (GDPR) can result in a fine of up to 4% of global annual revenue, which translates to a potential penalty of approximately $98 million based on your 2025 revenue estimates. That's a massive hit to your bottom line. Beyond the fines, large multinational organizations typically spend over $1 million annually on GDPR compliance, with about 40% of global firms spending over $10 million a year just to maintain compliance. This is a recurring, non-negotiable operational cost that grows with every new client and every new jurisdiction.

Intellectual property (IP) ownership disputes, particularly in co-developed AI solutions, pose a risk.

Globant's strategy is heavily focused on Artificial Intelligence (AI) and digital transformation, which is great for growth, but it puts a giant target on your Intellectual Property (IP) portfolio. When you co-develop AI solutions with clients, the lines of ownership-who owns the foundational model, the training data, the custom-built application layer-are inherently blurry. This ambiguity is a breeding ground for legal disputes.

For a company that is actively marketing an 'IP PROTECTION' solution, the risk is real. We've already seen minor legal issues surface, like the WIPO Domain Name Dispute Case No. D2025-2311 in June 2025, which, while small, shows the constant need for legal defense of the brand and associated digital assets. The bigger issue is the EU's new AI Act, which carries maximum penalties of up to 7% of global turnover or €35 million, whichever is higher, for non-compliance, far surpassing GDPR's fine structure. That's the new legal environment for your core product line.

Labor laws in multiple jurisdictions (US, India, LatAm) complicate global workforce management.

Managing over 29,020 Globers across 32 countries is a logistical and legal challenge, especially with your flexible work model. The labor landscape is constantly shifting in your key delivery centers, and these changes directly impact compensation, benefits, and work structure.

Look at Latin America (LatAm), which makes up 19.9% of your Q3 2025 revenue:

• Colombia: The maximum working week is being reduced to 44 hours as of July 2025, which requires immediate adjustment to project billing and resource allocation.
• Mexico: A bill to reduce the work week to 40 hours is on the table and may pass in early 2025, increasing labor costs per hour.

Plus, India's new labor codes, which consolidate 29 existing laws, are set for implementation in 2025. You have to track and implement these changes in real-time for thousands of employees, and that requires significant investment in local legal and HR teams. One clean one-liner: Your global workforce is your greatest asset and your greatest compliance headache.

Antitrust scrutiny on large tech mergers could impact partnership opportunities.

While Globant S.A. is not a 'Big Tech' company, your M&A strategy-often acquiring smaller, innovative firms to build out your AI and digital capabilities-is now under a microscope. Antitrust regulators in the US (FTC, DOJ) and the EU are intensely focused on the AI sector in 2025. They are scrutinizing partnerships and minority investments between large incumbents and smaller AI firms to prevent market consolidation and undue influence.

This scrutiny complicates your ability to execute a quick 'acqui-hire' or a strategic partnership, especially for AI-focused deals that are central to your growth. Any deal you pursue that involves a significant AI capability or a large customer base in the US or Europe will face longer review periods and a higher risk of intervention. This is a clear headwind for your inorganic growth strategy. You need to bake a longer, more expensive regulatory review into every M&A projection.

Legal Risk Factor	2025 Quantitative Impact / Context	Globant S.A. Exposure
Maximum GDPR Fine Exposure	Up to 4% of global annual revenue, or approx. $98 million (based on $2.447B revenue estimate).	19.4% of Q3 2025 revenue from Europe.
EU AI Act Maximum Fine	Up to 7% of global turnover or €35 million.	Directly impacts core AI solutions and services offered to European clients.
Labor Law Change (LatAm)	Colombia's maximum work week reduces to 44 hours by July 2025.	19.9% of Q3 2025 revenue from Latin America. Global workforce of 29,020 Globers.
Antitrust Scrutiny Focus	US FTC/DOJ and EU regulators are intensely scrutinizing AI partnerships and minority investments.	Increased regulatory risk and timeline for M&A deals aimed at acquiring AI capabilities.

Globant S.A. (GLOB) - PESTLE Analysis: Environmental factors

Client and investor demand for verifiable ESG (Environmental, Social, and Governance) reporting is rising

You are seeing a non-negotiable shift where clients and investors demand concrete, verifiable data on a company's environmental impact. For Globant S.A., this is a critical transition risk. The company is actively aligning its reporting with major global frameworks like the Task Force on Climate-related Financial Disclosures (TCFD), the Corporate Sustainability Reporting Directive (CSRD), and the European Sustainability Reporting Standards (ESRS).

Frankly, failure to meet these evolving stakeholder expectations-especially from large corporate clients-can directly erode trust and limit business opportunities. Wall Street is already focused on this; a March 2025 analysis noted that Globant faces significant risks related to ESG compliance and the complexity of adhering to varying global regulations.

The market signal is clear: a March 2023 survey of senior decision-makers, cited by Globant, showed that sustainability was the number one priority for the next twelve months for 43% of respondents, surpassing technology. Your clients are making decisions based on this. Globant's commitment to transparency is a competitive advantage, not just a compliance exercise.

Need to meet carbon neutrality targets for global operations to satisfy corporate clients

The good news is that Globant is ahead of the curve here. The company has been carbon neutral since 2021 by compensating for its remaining emissions. This achievement is built on a foundation of using 100% renewable electricity in its operations, a goal accomplished back in 2020. That's a strong operational statement.

The firm has also committed to the Science Based Targets (SBT) Business Ambition for a 1.5°C trajectory, with a long-term goal of achieving Net-Zero emissions by 2050. More importantly, this focus is a core part of the client offering through the Sustainable Business Studio, which helps clients achieve their own climate roadmaps. Globant has set a massive, client-facing goal to help them avoid 10 million tons of CO2 by 2030 through 'Digital Sobriety' techniques. This turns an environmental cost into a revenue-generating service.

Managing e-waste from hardware refresh cycles in large, global offices

As a technology services company with over 31,200 employees across 35 countries as of Q1 2025, hardware refresh cycles generate a substantial amount of electronic waste (e-waste).

The key metric here is diversion from landfill. In 2023, Globant reported responsibly managing 3,739 kg of e-waste. Of that total, 91.4% was successfully diverted from disposal through recycling and repurposed methods. This is a solid percentage, but the absolute volume will only grow with the company's expansion and the increasing complexity of IT assets. The focus must remain on extending hardware life and ensuring certified, ethical disposal for the remaining fraction. It's a logistical challenge across dozens of international offices.

Here's the quick math on e-waste management:

Metric	Value (2023 Fiscal Year)	Significance
Total E-Waste Managed	3,739 kg	Represents hardware from office refresh cycles.
E-Waste Diverted (Recycled/Repurposed)	91.4%	High diversion rate mitigates environmental and reputational risk.
E-Waste Sent to Disposal (Estimate)	~321 kg	The remaining portion still requires careful, certified disposal.

Climate-related events could disrupt operations in key delivery centers

Globant operates a geographically distributed model, which inherently provides a buffer against localized physical climate risks. Still, the increasing frequency of extreme weather events is a major macro risk for any global enterprise in 2025.

The company has acknowledged this by including an 'adapt' pillar in its climate strategy following its third TCFD analysis in 2024. While the TCFD risk analysis in 2023 found no significant risks to the business, vigilance is key. General supply chain analysis for 2025 highlights that extreme weather is a top risk, with floods accounting for 70% of weather-related risks in 2024.

Your exposure is primarily in key delivery centers across Latin America, the US, Europe, and India. A severe flood in a major city like Buenos Aires or Bogotá, or a sustained heatwave impacting data center cooling in a US hub, could lead to short-term operational disruption and increased insurance costs.

• Risk: Floods and extreme heat, which accounted for a majority of 2024 weather-related risks globally.
• Mitigation: Geographically distributed workforce of over 31,200 employees across 35 countries.
• Action: Continue to embed physical and transition risk analysis into the enterprise risk management (ERM) agenda.

The distributed nature of the business is a defintely strong defense.