54 min
Globant Takes A Design-First Approach to Pure Play Digital Service Sands Capital - What Matters Most
-
- Investing
If you’ve never thought about investing in IT services, this podcast episode could change your mind. Sr. Research Analyst Eric Black takes you through the investment case for Globant, the world’s largest pure play design-first digital services provider. Asset-light businesses such as Globant can be hard to evaluate, but the opportunities in the 1.5 trillion market of IT Services are undeniable. Eric helps us see why, unpacking the potential of AI, Globant’s strategic business partnerships, and the loyalty the company has generated from the more than 1,500 Fortune 500 and Fortune 2000 companies on its client list. Globant’s cutting-edge software solutions have made their way into products at Disney, ESPN, and Google and are making lives easier around the globe.
Episode Transcript Available Here
Show Notes
(01:50) Not a labor-cost arbitrage model
(03:44) The Disney Magic Band. The Globant product you’ve probably already seen.
(05:14) Tech companies don’t do everything in-house. Enter: Globant.
(06:59) What makes Globant a growth business?
(08:41) A Thought Leader in AI for the last decade and MaganifAI
(11:45) The research process into digital transformation
(14:31) A one-size-fits-all all approach would be antithetical to the way Globant operates
(18:26) The pandemic boost and a global presence
(21:51) “Value-added focus” and the power of a leader
(25:10) The competitive moat for a huge market and Globant’s potential advantages
(28:24) Competitors have the same advantages? Why we like Globant’s pure play angle.
(31:19) The disruptors lying in wait
(34:21) Staffing costs and flexing to keep margins high and remain profitable
(36:25) Researching a company operating in intangibles: what’s different?
(39:04) The portfolio managers visit Buenos Aires
(40:44) From “why would you invest” to “what’s the insight”?
(43:04) Responsible investing in human capital, labor rights and gender diversity
(44:49) Nefarious digital technology and cybersecurity - Globant’s response.
(49:26) Under the radar companies and enablers of big trends can make for great investments
(52:56) Quick recap of Season 2 episodes
Sign up to receive our monthly Perspectives newsletter: Our latest thinking on innovation investing, long-term capital, and culture
In case you missed it: What Matters Most Episode 6
Revolutionizing Public Safety: The Axon Ecosystem
Catch our most popular episodes from this season:
The Hidden Player in the Semiconductor Boom
Reliance Industries: Fueling India's Emerging Consumer
Dexcom’s Innovation in Diabetes Care: A Growth Story Unfolding
Follow What Matters Most wherever you listen to podcasts and never miss an episode.
Learn more about Sands Capital, sign up for our newsletter, and follow us on LinkedIn.
Review our podcast season and episode disclosures here. Additional disclosures can be reviewed at www.sandscap.com/disclosures.
If you’ve never thought about investing in IT services, this podcast episode could change your mind. Sr. Research Analyst Eric Black takes you through the investment case for Globant, the world’s largest pure play design-first digital services provider. Asset-light businesses such as Globant can be hard to evaluate, but the opportunities in the 1.5 trillion market of IT Services are undeniable. Eric helps us see why, unpacking the potential of AI, Globant’s strategic business partnerships, and the loyalty the company has generated from the more than 1,500 Fortune 500 and Fortune 2000 companies on its client list. Globant’s cutting-edge software solutions have made their way into products at Disney, ESPN, and Google and are making lives easier around the globe.
Episode Transcript Available Here
Show Notes
(01:50) Not a labor-cost arbitrage model
(03:44) The Disney Magic Band. The Globant product you’ve probably already seen.
(05:14) Tech companies don’t do everything in-house. Enter: Globant.
(06:59) What makes Globant a growth business?
(08:41) A Thought Leader in AI for the last decade and MaganifAI
(11:45) The research process into digital transformation
(14:31) A one-size-fits-all all approach would be antithetical to the way Globant operates
(18:26) The pandemic boost and a global presence
(21:51) “Value-added focus” and the power of a leader
(25:10) The competitive moat for a huge market and Globant’s potential advantages
(28:24) Competitors have the same advantages? Why we like Globant’s pure play angle.
(31:19) The disruptors lying in wait
(34:21) Staffing costs and flexing to keep margins high and remain profitable
(36:25) Researching a company operating in intangibles: what’s different?
(39:04) The portfolio managers visit Buenos Aires
(40:44) From “why would you invest” to “what’s the insight”?
(43:04) Responsible investing in human capital, labor rights and gender diversity
(44:49) Nefarious digital technology and cybersecurity - Globant’s response.
(49:26) Under the radar companies and enablers of big trends can make for great investments
(52:56) Quick recap of Season 2 episodes
Sign up to receive our monthly Perspectives newsletter: Our latest thinking on innovation investing, long-term capital, and culture
In case you missed it: What Matters Most Episode 6
Revolutionizing Public Safety: The Axon Ecosystem
Catch our most popular episodes from this season:
The Hidden Player in the Semiconductor Boom
Reliance Industries: Fueling India's Emerging Consumer
Dexcom’s Innovation in Diabetes Care: A Growth Story Unfolding
Follow What Matters Most wherever you listen to podcasts and never miss an episode.
Learn more about Sands Capital, sign up for our newsletter, and follow us on LinkedIn.
Review our podcast season and episode disclosures here. Additional disclosures can be reviewed at www.sandscap.com/disclosures.
54 min