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Epam Systems Inc (EPAM)
NYSE:EPAM
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.61Last Year’s EPS
2.45Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 13.45%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
EPAM Systems reported strong Q1 results with significant revenue growth and AI-driven momentum, despite a challenging macroeconomic environment. The company also announced a strategic leadership transition and continued geographic expansion. However, there were challenges with decreased free cash flow, declining gross margins, and specific industry verticals facing headwinds. While the positive aspects highlight growth and strategic initiatives, the financial challenges temper the overall optimism.Company Guidance
During EPAM Systems' Q1 2025 earnings call, the company reported a strong performance despite challenging macroeconomic conditions, with revenue reaching $1.3 billion, marking an 11.7% year-over-year increase. Organic constant currency revenue grew by 1.4%, surpassing expectations of flat growth. The company experienced double-digit revenue growth in four of its six verticals, with financial services seeing a 29.3% increase year-over-year. The Americas region, representing 60% of revenues, also grew by 12.6% year-over-year. EPAM's focus on AI-related capabilities resulted in strong double-digit quarter-over-quarter growth in AI native revenues. The company also announced a leadership transition, with Balazs Fejes set to become CEO on September 1, 2025. Looking forward, EPAM raised its full-year revenue growth guidance to 11.5%-14.5%, with an inorganic contribution of about 9%, and expects organic constant currency growth between 2%-5%.Strong Q1 Revenue Growth
EPAM generated revenue of $1.3 billion in Q1, a year-over-year increase of 11.7% on a reported basis. Organic constant currency revenue grew 1.4% compared to Q1 2024, exceeding expectations of flat organic growth.
AI-Driven Momentum
AI native revenues grew strong double-digit quarter-over-quarter, driven by increased client demand for AI capabilities. EPAM is engaged in a wide range of AI initiatives with the vast majority of its top 100 clients.
Leadership Transition Announced
Arkadiy Dobkin announced his planned transition to Executive Chairman, with Balazs Fejes set to become CEO and President on September 1, 2025.
Geographic Expansion and Talent Growth
EPAM saw an increase in net organic headcount across India, Europe, and Western Central Asia, with strong demand in these regions. The total headcount grew by 18.2% year-over-year.
Recognition and Partnerships
EPAM was named Google 2025 Partner of the Year for Oil and Gas, reflecting strong collaborations and innovations in AI-powered solutions.
EPAM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EPAM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $159.21 | $179.71 | +12.88% |
Feb 20, 2025 | $258.11 | $225.07 | -12.80% |
Nov 07, 2024 | $202.69 | $232.92 | +14.91% |
Aug 08, 2024 | $208.17 | $191.16 | -8.17% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Epam Systems Inc (EPAM) report earnings?
Epam Systems Inc (EPAM) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Epam Systems Inc (EPAM) earnings time?
Epam Systems Inc (EPAM) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EPAM EPS forecast?
EPAM EPS forecast for the fiscal quarter 2025 (Q2) is 2.61.
