Description
EPAM Emerges as a Major AI Transformation Leader With Cloud, Data, & Automation Expertise; What Lies Ahead?
EPAM Systems, Inc.’s recent earnings call provides a comprehensive overview of its performance, highlighting both positives and challenges faced in the third quarter of 2025. The company has reported strong financial results that exceeded its expectations, driven largely by a surge in demand for AI-native services and digital transformation initiatives. This demand is underpinned by the company’s strategic emphasis on modern cloud architecture and data platforms, essential components for AI deployment. Positives from the earnings call include a reported 19.4% year-over-year revenue growth on a reported basis, with 7.1% growth in organic constant currency terms. This marks a continuation of a positive growth trend, bolstered by significant contributions from strategic initiatives such as the launch of EPAM AI/RUN Transform and Agentic QA. These initiatives are expected to enhance the company’s service offerings by integrating AI into its solutions, potentially increasing client engagement and unlocking new business opportunities.
