TMT Daily "GLOB joins Claude Partner Network; AMX June Buybacks: Still..."

研报英文原文证据摘录

TMT Daily "GLOB joins Claude Partner Network; AMX June Buybacks: Still..."

Global Research

1 July 2026ab

TMT Daily Equities

Emerging MarketsGLOB joins Claude Partner Network; AMX June

Buybacks: Still soft as expected; GLOB/CINT: Telecommunications

AWS moving into implementation services Leonardo Olmos,AnalystCFA

leonardo.olmos@ubs.com

+55-11-9658 7533

TMT Calendar: next main events: Gustavo Farias

Associate Analyst

(July 9) TCS earnings release gustavo.farias@ubs.com

(July 21) AMX earnings release +55-11-2767 6154

(July 22) AT&T earnings release

(July 27) TEF-BZ earnings release

(July 27) TIM earnings release

(July 29) TEF earnings release

(July 29) Intelbras earnings release

GLOB joins Claude Partner Network as a Preferred Services Partner

What happened: Yesterday, Globant announced a multi-year alliance with

Anthropic, joining the Claude Partner Network as one of the first Preferred Services

Partners.

Certifying its own forward-deploy engineers. As part of the agreement,

Globant has accessed Forward Deploy Engineer (FDE) certification programs

for Claude to build a dedicated client offering for deploying AI agents and

workflows. Globant also became the largest services partner founded in Latin

America to join the Claude Partner Network, and provided access to Claude

models for its entire workforce. Globant is also adding AI Pods powered by

Claude models to its client offering, focused on media and entertainment,

games, airlines, and hospitality.

UBS's take: Positive read for GLOB. We believe this should support commercial

origination and pipeline conversion, as clients increasingly want a frontier-lab

certification before committing to AI transformation projects. We also believe the

partnership could support further AI Pods adoption, now at 40% among its top-20