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EPAM Systems’ AI Revenue Ramp Toward $600 Million Is Reshaping Growth Expectations!

EPAM Systems reported fourth quarter and full-year 2025 results characterized by continued revenue growth, with total Q4 revenues exceeding $1.4 billion, representing a 12.8% year-over-year increase on a reported basis and 5.6% growth on an organic constant currency basis. The company highlighted strong demand across five of its six industry verticals, notably Financial Services, Software & Hi-Tech, Consumer Goods, Retail and Travel, as well as Emerging verticals, supported by solid performances in key geographic regions such as EMEA and the Americas. However, the APAC region showed only marginal growth and a slight organic decline. The firm emphasized its strategic positioning in the expanding AI-native services market, reporting over $105 million in AI-native revenues in Q4 with expectations to exceed $600 million in 2026. This growth reflects EPAM’s focus on AI foundational services, AI-led transformations, and proprietary AI/Run frameworks intended to help clients scale AI across enterprises.