AI Index / EPAM Systems, Inc.
EPAM Systems, Inc. (EPAM)
EPAM’s revenue comes primarily from: 1) Custom software engineering, platform modernization, and application services across verticals (FS, software/hi‑tech, retail/CPG/travel, life sciences, energy/telecom) – AI contributes indirectly via productivity, not a direct driver. 2) AI native services (AI IP products, platforms, and enterprise AI-led transformations) – AI contributes directly; ~$105M in Q4, targeted >$600M in 2026. 3) AI foundational services (data, cloud, platform and AI readiness) – AI contributes partially as enablement; larger than AI native base. Mix suggests meaningful but not majority AI-driven revenue.
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Today, we are pleased to share another quarter of strong results as we close out a very successful 2025 and continue to execute our long-term growth strategy, further positioning ourselves to win in the AI native area.
- Balazs Fejes
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Quotes from epam Executives About Artificial Intelligence and Generative AI
As we look ahead to 2026, we see a year of AI momentum marked by our clients' ongoing shift in spending towards AI investments and strategic deployments.
- Balazs Fejes
We expect to build on our growing momentum in AI native services, supported by our AI foundational services that enable clients to scale AI across their enterprises.
- Balazs Fejes
With our internal AI-native engineering transformation nearly complete, we are now shifting to develop more verticalized AI-native business offerings and consultancies.
- Balazs Fejes
Notably, in Q4, we generated more than $105 million in pure AI native revenues, where we continue to see solid momentum and strong sequential growth.
- Balazs Fejes
Looking ahead, we continue to see robust demand for our AI native services and expect to scale these revenues in excess of $600 million in 2026.
- Balazs Fejes
Our developers and builders DNA forged by over 30 years of experience in custom software product and platform engineering, prepare us incredibly well for this new super cycle to stay ahead of the curve.
- Balazs Fejes
We are supercharging our client 0 mentality by extending AI capabilities across our entire business.
- Balazs Fejes
Now we are adapting our go-to-market approach for a more AI-centric environment, focusing on industry and verticalized expertise and innovating engagement and commercial models to adopt new and emerging trends.
- Balazs Fejes
EPAM is uniquely positioned to guide clients through the market towards AI-native transformation.
- Balazs Fejes
As a part of evolution to a pure-play AI native company, last quarter, we launched our [ AI on Transform ] playbook and frameworks, along with our AI native business transformation offering.
- Balazs Fejes
The EPAM foundation we have built over the past several years, diversifying our global delivery model, enabling our entire organization with AI and bringing meaningful solutions to market with our [ AI ROM ] playbooks and underlining IP position us to continue delivering sustainable revenue growth while also expanding profitability.
- Balazs Fejes