EPAM (EPAM) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 19, 2026 astatine 8:48 AM CST 47 min read

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Thursday, February 19, 2026 astatine 8:00 a.m. ET

• Chief Executive Officer — Balazs Fejes

• Chief Financial Officer — Jason Peterson

Balazs Fejes: It is simply a pleasance to beryllium present with you all, and I look guardant to seeing galore of you again successful conscionable a fewer weeks astatine our Investor Day successful Boston. Today, we are pleased to stock different 4th of beardown results arsenic we adjacent retired a precise palmy 2025 and proceed to execute our semipermanent maturation strategy, further positioning ourselves to triumph successful the AI-native era. We are assured of our unsocial differentiation and look guardant to gathering connected the momentum we created passim 2025. At the commencement of past year, we noted that for us, it was going to beryllium a twelvemonth of transition.

In fact, contiguous marks my 2nd net telephone and my precise archetypal year-end report, underscoring the accelerated gait astatine which we proceed to run and accommodate to conditions some externally and operationally present astatine EPAM Systems, Inc. As we look up to 2026, we spot a twelvemonth of AI momentum marked by our clients’ ongoing displacement successful spending towards AI investments and strategical deployments. Importantly, we are expect to physique connected our increasing momentum successful AI-native services supported by our AI foundational services that alteration clients to standard AI crossed their enterprises.

These offerings are becoming a much important portion of our full services mix, illustrating our quality to seizure higher measurement and much strategical opportunities arsenic AI investments accelerate crossed the market. Let maine stock wherefore we judge EPAM Systems, Inc. is positioned to triumph this caller AI-native services category. While we are seeing measurable productivity gains astatine scale, we are besides seeing complexity dramatically summation astatine faster gait than we person seen successful anterior cycles. Clients are facing increasing unit to proceed to put successful AI, and that means level modernization, data, and unreality foundations, security, and captious AI-native upskilling. As a result, AI presents a favorable accidental for EPAM Systems, Inc. wrong the physique versus bargain measurement proposition.

EPAM Systems, Inc. continues to beryllium positioned successful this saccharine spot arsenic we judge we are entering an property of building. With our interior AI-native engineering translation astir complete, we are present shifting to make much verticalized AI-native concern offerings and consultancies. This positions america to present AI strategy and execution to clients simultaneously, helping them physique their ain AI-native businesses and platforms. Before getting into details, I would similar to rapidly bespeak connected a fewer themes from the past year, which item our differentiated presumption and underpin our assurance arsenic we proceed to turn our gross and amended our bottommost enactment trajectory implicit the agelong term.