No chapters are available for this episode.
This episode examines EPAM Systems’ fourth quarter twenty twenty-five results, which beat consensus on earnings and revenue while projecting AI-native revenues to exceed six hundred million dollars in twenty twenty-six. We cover the AI slash RUN framework and DIALX Lab deployment model, the margin expansion strategy centered on delivery pyramid optimization and AI-assisted workflows, and the NEORIS acquisition headwind that reduces twenty twenty-six organic growth by approximately one percentage point. The briefing analyzes the valuation disconnect, with shares trading near fifty-two-week lows despite analyst price targets implying over forty-three percent upside, and the operational dependencies that will validate management’s AI transformation thesis.