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Martin Migoya
Former CEO & Co-Founder, Globant

LTF: Globant Co-Founder, Chairman, & CEO Martín Migoya

🎥 Jun 10, 2026 📺 New York Stock Exchange ⏱ 4m 👁 11 views
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About Martin Migoya

During Globant's first quarter 2026 earnings call, Migoya stated that the company is positioned across three converging demand pools: technical debt and core modernization, interface and experience debt, and agentic process transformation. He reported that the annual recurring revenue of Globant's AI pods reached $32.8 million as of March, and that the AI pods business model had been incorporated into 40% of the company's top 20 revenue-generating accounts. Migoya also noted that the board authorized a new share repurchase program of up to $125 million over six quarters. He argued that the scale of change driven by AI is too large to be captured by one or two companies, and that the value of being an independent company that can advise customers without bias remains. In other appearances, Migoya discussed the impact of AI on work and entrepreneurship. He said that AI will "elevate human work" and will not replace human connection, but that people will need to know more than ever in order to ask the right questions of machines. Speaking at an Endeavor event, he described the current moment as "a time like never before to undertake, to change models, to challenge the status quo." He also recounted supporting Argentine racing driver Franco Colapinto's career progression from Formula 3 to Formula 1 with sponsorship from Globant and other companies.

Source: AI-verified profile updated from Martin Migoya's recent appearances. Browse all interviews →

Transcript (9 segments)
✨ AI-enhanced transcript with speaker attribution
M
Martin Migoya0:00
Hello, I'm Martin Migoya. I'm CEO, co-founder and chairman of Globant. Okay, the question is, what is the biggest impact AI is going to make on our lives? Wow, what a question. AI will kind of invade every single corner of our life.
Now, for that to happen, there are many things that must evolve, that must change, right? Everybody is thinking AI like saying AI will be like a place in which we do the same but faster, right? And I think yeah, it will be faster if it is the same, but it's not the same. It will be 100x what it used to be.
Every single interface we have today with our smartphones or whatever is designed for another era, right, and must be redesigned. Every single piece of software that we thought about migrating at some point, now it can be migrated, right? Every single process that we have in companies, which by the way, we need to rethink every single process out there, can be automated now.
Agentic AI must take over processes and humans must elevate what they do to supervise those processes in an efficient manner. And so AI will be pretty much everywhere. However, a lot of change must happen and for that change to happen, there's a lot of evolution that companies, governments, in general, the society must do and will do.
I mean, this is a transformation, like, you know, of course it's much larger than anything we lived before. But when the internet came, it was difficult to assess what was going to be the impact of the internet, right? And everybody thought about that and could hypothesize about that or could guess about that future, but the reality happens many years later, right? When real Amazon came to life, when real Mercado Libre came to life, with real things happening, and that was a massive impact in pretty much the way we live today.
And another impact happened with the mobile phones. The first smartphones were very, you know, not very smart, and now we have massive computers in our pockets that change the way we interact with pretty much everything. And that process took a while. Well, this process will take a while. Although it's much more horizontal than what we did before and it's for pretty much every single industry, for every single process, for every single government, for every single interaction.
But in all this, I would like to say one thing, which is humans will keep on being extremely important and will keep on being extremely necessary in pretty much everything. As humans, we like to interact with other humans. And this technology allows us to spend less time doing things that don't make any sense and much more time doing what humans do best, which is connecting with other humans.
And I think that's something that AI will never replace and that need will be there, you know, forever. And that human authenticity will be the one that will prevail in many of the interactions and needs that we will have moving forward. So in essence, AI will change everything but it won't replace the way we like to deal with others, to connect with others, to do things with others, to be authentic humans.
The question for the next one is: what new industries will be created by AI and why software that works is more important than ever.