# Globant vs Vrisic: AI Development Company Comparison

URL: https://vrisic.com/blog/vrisic-vs-globant/
Last updated: 2026-10-21

**Short answer:** Globant is a large engineering services company (28,773 employees at the end of 2025, $2.45 billion revenue that year) whose AI Pods offer is a monthly subscription for metered, token based capacity, run on its own platform with its experts supervising agents. It does not publish prices. Vrisic is a small remote team that builds one defined AI system for a fixed price from $8,000, in your cloud, owned by you. Choose Globant for continuous, large scale delivery; choose Vrisic for a bounded system with a price and an end date.

In this guide

1. Globant vs Vrisic side by side
2. What Globant is
3. How AI Pods work
4. What Globant has disclosed about AI Pods
5. Turning token capacity into something you can budget
6. Worked example: subscription against fixed price
7. Why services firms are moving to consumption pricing
8. Five mistakes when buying by subscription
9. Lock in, ownership and exit
10. When Globant is the better choice
11. When Vrisic is the better choice
12. Questions to ask either one
13. How Vrisic can help
14. Sources

Globant’s AI Pods are one of the most distinctive pricing experiments in IT services: instead of selling engineers by the hour, it sells a subscription to agent driven capacity. That makes a comparison with a fixed price builder interesting, because both models try to break the link between hours worked and price, in different ways. This guide sets out what Globant has said and disclosed, how to evaluate a token based subscription, and when a fixed price build or Globant is the better choice.

Disclosure: Vrisic wrote this page, and we are a competitor of Globant for some AI projects. Check every claim against the sources at the end. Facts about Globant come from its press releases, investor pages and third party reports, and were checked in October 2026. Vrisic is a young company with no long client list, and we say so.

## Globant vs Vrisic side by side

|  | Globant | Vrisic |
| --- | --- | --- |
| Company | Founded 2003; Luxembourg corporation listed on the NYSE; press releases dated New York | Young company; small remote team in India working US, UK and UAE hours |
| Size | 28,773 employees at end of 2025; $2,454.9 million full year 2025 revenue | Small team; no offices |
| AI offer | AI Pods: monthly subscription to token based capacity for engineering, design and testing, on Globant Enterprise AI | One defined AI system, built, tested and handed over |
| Price model | Consumption based subscription; amounts not published | Fixed price in writing after a free scoping call |
| Best suited to | Continuous AI assisted delivery across a product backlog | One agent or workflow with a clear end |
| Where it runs | Globant’s platform, model agnostic | Your cloud account, with your model provider keys |
| Ownership | Set by contract; platform belongs to Globant | You own code, prompts and test data |

## What Globant is

Globant was founded in 2003 and is a Luxembourg corporation listed on the NYSE under GLOB ([Globant investor relations](https://investors.globant.com/faq) ). It describes itself as present in 36 countries and, in its June 2025 release, as having more than 31,100 employees; its fourth quarter 2025 results reported 28,773 employees at year end, so headcount figures depend on the date, and you should check the latest. Full year 2025 revenue was $2,454.9 million, up 1.6%, with 944 customers above $100,000 in trailing twelve month revenue, down from 1,012 a year earlier ([Globant results, February 2026](https://www.barchart.com/story/news/453321/globant-reports-2025-fourth-quarter-financial-results) ).

It names Google, Electronic Arts and Santander among its clients on its own materials, and is a large provider of software engineering, design and digital services. In other words, AI Pods are a new pricing and delivery model sitting on top of a long established services business.

## How AI Pods work

Globant launched AI Pods in June 2025, calling them the first subscription model for AI powered services such as engineering, product definition, design and testing at scale. From its release and Bain’s analysis:

- **Subscription.** Clients subscribe monthly to a pod. The subscription includes token based, metered capacity.
- **Agents with supervision.** Agentic AI does the work, and Globant experts orchestrate and supervise it for strategic alignment, quality and traceability. Bain describes this as platform orchestrated and human supervised.
- **Platform.** Work runs on Globant Enterprise AI, described as a model agnostic accelerator platform with agents for designing, building, deploying and orchestrating custom agentic AI. CODA is one agent, aimed at code generation, testing and deployment.
- **Pricing logic.** Globant says pricing is consumption based and tied to outcomes rather than effort. It calls the model “services as software”.

The release gives no tiers, prices, minimum commitments or contract lengths, and names no AI Pods customers. It says delivery is already running in finance, retail and media, and reports “huge reductions in delivery timeframes” without figures.

### What Bain thought was unclear

Bain’s write up called out several open questions that are useful to any buyer: it is unclear how tokens are defined, and transparency and predictability will matter for budgeting; customer readiness to change how it works will drive adoption more than the technology; governance, escalation paths and interfaces are unclear; and dependence on Globant’s stack may create lock in and limit portability. Bain framed the benefits as potential, not proven ([Bain & Company](https://www.bain.com/es/insights/ai-pods-as-a-service-modular-scalable-and-built-for-speed/) ).

Globant AI ARR is growing fast. Source: Globant Q4 2025 and Q2 2026 results as reported by Barchart, Nasdaq, Pulse 2.0. Definitions may differ

## What Globant has disclosed about AI Pods

Because Globant is listed, it has published some figures. Treat the later ones as company statements reported by the press, and check the filings for definitions.

| Date | Disclosure | Source |
| --- | --- | --- |
| February 2026 | $20.6 million ARR from AI Pods; pipeline above $3 billion | Q4 2025 results, CFO comments |
| June 2026 | Glob.AI ARR of $52.8 million, up from $32.8 million in March | Q2 2026 results, as reported by Nasdaq and Pulse 2.0 |
| June 2026 | AI Pods about 2% of revenue; 45 clients; used by 45% of the top 20 accounts | Q2 2026 call, as reported by Nasdaq |
| 2026 target | At least $110 million ARR exiting 2026 (raised from $60 to $100 million) | Q2 2026 call, as reported by Nasdaq |
| June 2026 | Gross margin on pods close to 10 points above traditional delivery | Q2 2026 call, as reported by Nasdaq |

Three conclusions follow. First, AI Pods are real and growing quickly from a small base: about 2% of revenue means most of Globant’s business is still traditional delivery. Second, adoption is concentrated: 45 clients, many from the largest accounts. Third, and most useful for a buyer, management says pods earn about ten points more gross margin than traditional delivery. That is not wrong, but it tells you who captures the efficiency gains from AI. In an hourly model the buyer sees fewer hours billed; in a consumption model the supplier can keep a larger share of the saving unless you negotiate the unit price. Ask what happens to your price as the agents get better.

One more number is worth reading in context. Globant reported that customers above $100,000 in trailing twelve month revenue fell from 1,012 to 944 during 2025, and that customers above $1 million fell from 346 to 336. A shift to consumption pricing is partly a response to a market where clients are buying less labour. That is a reason Globant is investing in pods, and it is a reason to expect the offer to keep changing, so write the terms you rely on into the contract rather than relying on the current brochure.

## Turning token capacity into something you can budget

A token is a unit of text a model reads or writes. In a subscription for token based capacity, the question that matters is what a token buys. Before you sign, convert capacity into a unit your business understands.

1. **Ask for the unit.** What counts as a token in the contract: model tokens, platform credits or a blended unit? Are input and output priced the same? Does a failed or retried run consume capacity?
2. **Ask for a reference task.** Request the average capacity used to deliver a defined piece of work, such as a small feature with tests, and the range around it. A supplier that has run pods for months should have numbers.
3. **Ask what is capped.** What happens when capacity runs out mid month: work stops, overage is billed, or the subscription tier changes?
4. **Ask about quality loops.** Is rework caused by agent mistakes charged to you? Who decides when a deliverable is done?
5. **Ask about visibility.** Will you see usage by task, in real time, with an export you can audit?

Globant’s release says pricing is tied to outcomes, which is attractive, and a good contract would define the outcomes. A fixed price build does this by default, because the output is the deliverable; a subscription needs it written down.

Subscription vs fixed price build. Globant details from its June 2025 release; Vrisic terms as published by Vrisic

## Worked example: subscription against fixed price

This is an illustrative example with our own assumptions, not a quote from Globant or a client story. Globant publishes no prices, so the subscription figure is a placeholder you should replace with a real quote.

Suppose a company wants a customer support agent connected to its CRM and help desk. The scope is clear, the end state is a production system, and after launch it needs only light support.

- **Fixed price route:** an integrated agent at $45,000 (inside our $25,000 to $60,000 tier), 8 weeks, plus an assumed $1,500 a month for support, hosting and model usage.
- **Subscription route:** an assumed $15,000 a month for one pod.

| Horizon | Fixed price route | Subscription route (assumed) |
| --- | --- | --- |
| Month 3 (about 2 months of build, 1 of running) | $45,000 + $1,500 = $46,500 | $45,000 |
| Month 6 | $45,000 + $6,000 = $51,000 | $90,000 |
| Month 12 | $45,000 + $15,000 = $60,000 | $180,000 |

On these numbers the two routes cost about the same at month 3, and the subscription costs three times as much by month 12, because it keeps charging after the system is built. That does not make the subscription worse. If the company would continue to ship new features every month, a pod that keeps delivering is working as intended, and the right comparison is cost per feature: at an assumed $15,000 a month and four features a month, that is $3,750 each. A fixed price build would be priced per project, and several projects add up.

The lesson is to match the model to the work. A bounded system with an end date suits a fixed price. A growing backlog with no end date suits a subscription or a team. Switching between them is possible, and many companies end up using both.

## Why services firms are moving to consumption pricing

The shift is not a marketing whim. A traditional services firm earns money by selling hours, so when AI makes engineers faster, the firm risks selling fewer hours. Globant’s CEO said in early 2026 that the company is moving beyond the traditional seats model toward a token based subscription, and on the second quarter 2026 call management said it is developing a model based on outputs, value and consumption rather than billable hours. The company also reported revenue per head up 9.7% year on year to $95,800 on a run rate basis, which is the kind of metric a firm watches when its product is no longer hours.

For a buyer, this has two effects, one good and one to manage.

- **The good one.** If a supplier’s price is tied to output, its incentive moves toward finishing work quickly with less effort. You are no longer paying for time that AI has made unnecessary.
- **The one to manage.** Output has to be defined, and the unit price has to fall as productivity rises. Management has said pods earn roughly ten points more gross margin than traditional delivery. Unless the contract passes some of that gain through, the buyer gets the same price for more work, or a better price for the same work, only if it negotiates for it.

This is true of any supplier, including us. Our fixed prices are set by scoping a deliverable, so a faster build is our margin, not your discount; the protection you have is that the price does not rise if the build takes longer than we expect.

## Five mistakes when buying AI capacity by subscription

1. **Subscribing before the backlog is written.** Capacity you cannot use is capacity you still pay for. Before the first month, have at least three months of prioritised work with acceptance criteria.
2. **Measuring activity, not outcomes.** Tokens consumed and pull requests merged measure effort. Track outcomes that matter to the business: tickets resolved, hours saved, defects after release, time to ship. The Thoughtworks Technology Radar makes the same point about throughput measures, recommending first pass acceptance rate instead.
3. **Skipping the exit plan.** Decide on day one how the work would move to your own team or another supplier, and test it with a small hand over in month two or three, not at the end.
4. **Ignoring the supervision cost on your side.** Agent driven output still needs your product owner, security reviewer and testers. If their time is not budgeted, delivery will stall at the review step.
5. **Comparing the subscription with one project.** A subscription pays for continuing capacity; a project pays for a result. Compare cost per delivered feature or per outcome across a full year, not the monthly charge with the project price.

Cumulative cost over 12 months. Vrisic analysis; subscription price is an assumption, Globant publishes no prices

## Lock in, ownership and exit

Globant’s model runs on its platform, which Bain flagged as a possible source of lock in. Ask before signing:

- Is generated code delivered to your repository as ordinary code that your engineers can maintain without Globant’s platform?
- Do you own the prompts, agent definitions, test suites and evaluation sets, and can you export them?
- If you stop the subscription, what is the notice period and what do you receive?
- Whose cloud and model accounts are used, and can you see the usage bills?

These are the same questions we expect you to ask Vrisic. Our answers are that the build runs in your cloud account with your model provider keys, you own the code, prompts and test data, and there is no per seat fee, so nothing needs a licence from us to keep running.

## When Globant is the better choice

- **You have a large, continuing backlog.** Subscription capacity that scales up and down suits product teams that ship every week.
- **You want a supplier with scale.** With 28,000 plus people, it can put hundreds of engineers on work in many time zones.
- **You want to change how your engineering organisation works.** Globant is selling a delivery model, not only a project.
- **You are comfortable on a vendor platform.** If its model agnostic platform meets your security review, you get ready made agents such as CODA.
- **Your work spans design, engineering and testing.** AI Pods are aimed at the whole delivery cycle, not one component.
- **You need an established name for procurement.** A listed company with a long track record clears checks that a young company cannot.

## When Vrisic is the better choice

- **You have one defined system to build.** A support agent, document extractor or internal assistant with a clear finish line is better bought as a project at a fixed price.
- **You want a price before you start.** Our tiers run from $8,000 to $150,000 or more, and the price is written down after a free scoping call.
- **You want the system in your own account.** It runs in your cloud with your model provider keys, so you control cost and data.
- **You want to own it and leave if you wish.** Code, prompts and test data are yours, and there are no per seat fees.
- **You want to test cheaply first.** The AI Pilot costs $1,500, runs 10 business days and is credited against a build started within 60 days.

We are smaller, newer and have no named client list. If you need continuous delivery at scale or an established global supplier, Globant is the stronger option.

### A quick decision table

| Your situation | Usually fits |
| --- | --- |
| One agent with a clear finish line and a budget between $8,000 and $150,000 | Fixed price build |
| A product with a long backlog and weekly releases for the next year | Subscription or dedicated team |
| Unsure whether AI can do the task at all | Small paid pilot first, with either supplier |
| Procurement requires a large listed supplier | Globant or a similar firm |
| Data must stay in your own cloud account with your own keys | Build in your account; check where any platform runs |

## Questions to ask either one

- What exactly will be delivered, what is excluded, and what is the total price or monthly charge?
- What will running costs be at my volume, including model usage and hosting?
- Who owns the code, prompts, test data and cloud accounts?
- How will accuracy and quality be measured before and after launch?
- What happens to my price as the tooling improves?
- What does it cost, and how long does it take, to leave?
- Can you show a comparable system in production, and one metric that proves it works?

More comparisons are in our comparison hub, and our [build vs buy guide](https://vrisic.com/blog/build-vs-buy-ai-software/) and [guide to outsourcing AI development](https://vrisic.com/blog/outsource-ai-development/) cover the wider decision. For cost context see [what AI development costs](https://vrisic.com/blog/ai-development-cost/) .

## How Vrisic can help

Vrisic builds custom AI software for companies in the US, UK and UAE. We are a remote team in India working US, UK and UAE hours. You get one fixed price in writing after a free scoping call, the build runs in your cloud with your own model keys, you own the code, prompts and test data, and there are no per seat fees. See [how we work](https://vrisic.com/how-we-work/) .

To test before committing, the [AI Pilot](https://vrisic.com/ai-pilot/) costs $1,500, takes 10 business days and is fully credited against a build started within 60 days. Or [book a free scoping call](https://vrisic.com/contact/) .

## Sources

1. [Globant Reimagines Traditional IT Services with AI Pods](https://www.globant.com/news/globant-introduces-ai-pods-model) (Globant, June 2025)
2. [Investor relations FAQs](https://investors.globant.com/faq) (Globant)
3. [Globant Reports 2025 Fourth Quarter Financial Results](https://www.barchart.com/story/news/453321/globant-reports-2025-fourth-quarter-financial-results) (Globant, February 2026, via Barchart)
4. [Globant Q2 earnings call highlights](https://www.nasdaq.com/articles/globant-q2-earnings-call-highlights) (Nasdaq, August 2026)
5. [Globant: Glob.AI ARR jumps 61% in one quarter to $52.8 million](https://pulse2.com/globant-glob-ai-arr-jumps-61-in-one-quarter-to-52-8-million/) (Pulse 2.0, August 2026)
6. [AI Pods as a service: modular, scalable and built for speed](https://www.bain.com/es/insights/ai-pods-as-a-service-modular-scalable-and-built-for-speed/) (Bain & Company)

Company details were checked on the sources above in October 2026. Confirm with the company before you buy.

## Frequently asked questions

### What are Globant AI Pods?

AI Pods are a subscription offer launched by Globant in June 2025. Clients pay monthly for token based, metered capacity for engineering, product definition, design and testing, delivered by agentic AI that Globant experts orchestrate and supervise on its Globant Enterprise AI platform. Globant calls it services as software and says pricing is consumption based and tied to outcomes. It has not published prices or tiers.

### How much do Globant AI Pods cost?

Globant has not published prices, tiers, minimum commitments or contract lengths for AI Pods. Disclosed figures are company level: $20.6 million ARR from AI Pods at the end of 2025, and Glob.AI ARR of $52.8 million in June 2026, as reported by the press. Ask for a written quote and a reference task showing how much capacity a typical piece of work consumes.

### Is a subscription cheaper than a fixed price AI build?

It depends on the horizon. In our illustrative example, an assumed $15,000 a month subscription and a $45,000 build with $1,500 a month of running costs are about equal at month 3, but the subscription reaches $180,000 against $60,000 by month 12. If you will keep shipping features monthly, the subscription may still be good value; for one bounded system, a fixed price is usually cheaper.

### What should I ask about token based capacity?

Ask what a token means in the contract, how much capacity a reference task consumes and what range around it, what happens when capacity runs out, whether failed runs and rework consume capacity, and whether you can see usage by task and export it. Bain noted that how tokens are defined is unclear, and that transparency and predictability will matter for budgeting.

### Does Globant lock you in to its platform?

Globant says its platform is model agnostic, but Bain flagged that dependence on Globant’s stack may create lock in and limit portability. Before signing, ask whether generated code is delivered to your repository as ordinary code, whether you own prompts, agent definitions and evaluation sets, and what notice and hand over apply if you stop the subscription.

### When is Globant a better choice than Vrisic?

When you have a large, continuing backlog, need scale across many time zones, want to change how your engineering organisation delivers, or must buy from an established listed supplier. Globant had 28,773 employees at the end of 2025. Vrisic is a small, young team suited to one defined system with a fixed price, built in your cloud and owned by you.

### Can I use Vrisic to build one system and Globant for ongoing work?

Yes. A common pattern is to build and launch one agent as a fixed price project, then use a team or subscription for the continuing backlog. Because Vrisic builds in your cloud account with standard components and you own the code, prompts and test data, another supplier can take over without our involvement. Check any exclusivity terms in a larger contract first.

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