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Grid Dynamics Holdings, Inc. (GDYN) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Grid Dynamics reported Q4 2025 earnings with EPS of $0.10, beating estimates by $0.01, and revenue of $106.15M, a 5.86% year-over-year increase. CEO Leonard Livschitz led the earnings call, joined by CFO Anil Doradla, CTO Eugene Steinberg, and other executives, highlighting strong financial performance and growth. The company emphasized its focus on AI and cloud solutions, with CTO Steinberg noting expanded partnerships in quantum-ready infrastructure for enterprise clients. Analysts from firms like JPMorgan and William Blair questioned growth drivers, with leadership citing demand in data modernization and generative AI as key revenue catalysts. Guidance for 2026 includes continued investment in quantum-classical hybrid systems, targeting 7-9% revenue growth amid evolving enterprise tech needs.
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SA Transcripts158.84K FollowersFollow5ShareSaveCommentsQ4: 2026-03-05 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.10 beats by $0.01 | Revenue of $106.15M (5.86% Y/Y) beats by $237.33K Grid Dynamics Holdings, Inc. (GDYN) Q4 2025 Earnings Call March 5, 2026 4:30 PM EST Company Participants Cary Savas - Director of Branding & CommunicationsLeonard Livschitz - CEO & DirectorEugene Steinberg - Chief Technology OfficerAnil Doradla - CFO & SecretaryVasily Sizov - Senior VP & Head of AmericasYury Gryzlov - COO & Head of Europe Conference Call Participants Margaret Nolan - William Blair & Company L.L.C., Research DivisionBryan Bergin - TD Cowen, Research DivisionPuneet Jain - JPMorgan Chase & Co, Research DivisionMayank Tandon - Needham & Company, LLC, Research DivisionLogan Schuh - Jefferies LLC, Research Division Presentation Cary SavasDirector of Branding & Communications Good afternoon, everyone. Welcome to Grid Dynamics Fourth Quarter 2025 Earnings Conference Call. I'm Cary Savas, Director of Branding and Communications. [Operator Instructions] Joining us on the call today are CEO, Leonard Livschitz; CFO, Anil Doradla; CTO, Eugene Steinberg, COO, Yury Gryzlov; and SVP, Head of Americas, Vasily Sizov. Following the prepared remarks, we will open the call to your questions. Please note that today's conference call is being recorded. Before we begin, I would like to remind everyone that today's discussion will contain forward-looking statements. This includes our business and financial outlook and the answers to some of your questions. Such statements are subject to the risks and uncertainty as described in the company's earnings release and other filings with the SEC. During this call, we will discuss certain non-GAAP measures of our performance. GAAP to non-GAAP financial reconciliations and supplemental financial information are provided in the earnings press release and the 8-K filed with the SEC. You can find all the information I just described in the Investor Relations section of our website. I'll now turn the call over to Leonard, our CEO. Leonard LivschitzCEO & Director Thank you, Cary. Good afternoon, everyone, and thank you

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