TMT Daily: GLOB: Zooming in on the Globant-Claude partnership: a relevant tailwind ahead?; TV: Streaming competition increasing?

Research evidence excerpt

TMT Daily: GLOB: Zooming in on the Globant-Claude partnership: a relevant tailwind ahead?; TV: Streaming competition increasing?

Global Research

13 July 2026ab

TMT Daily Equities

Emerging MarketsGLOB: Zooming in on the Globant-Claude

partnership: a relevant tailwind ahead?; TV: Telecommunications

Streaming competition increasing? Leonardo Olmos,AnalystCFA

leonardo.olmos@ubs.com

+55-11-9658 7533

TMT Calendar: next main events: Gustavo Farias

Associate Analyst

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GLOB: Zooming in Globant-Claude partnership: a relevant tailwind ahead?

What happened: Today, we highlight key takeaways from an interview with Agustin

Huertas, Globant's SVP of Digital Innovation, for Channel Insider. The discussion

centered on the company's recent strategic partnership with Anthropic, the

practical deployment of AI agents in corporate workflows, and the future outlook

and structural challenges within the artificial intelligence market.

Strategic Rationale and Weight of the Anthropic Partnership: The alliance

evolved organically, as Globant initially acted as customer zero, internally

stress-testing the technologies. Huertas details that the firm leverages

business hacking and cultural hacking teams to drive change management,

cultivating internal evangelists within its client base. The partnership secures

access to exclusive credentials, such as the Claude Certified Architect