Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only DOX 91

—AT&Tunlistedcustomer

—T-Mobileunlistedcustomer

ORCLOraclesupplier

—CouchBaseunlistedsupplier

Shared 0

No shared counterparties.

Only GLOB 1

DISThe Walt Disneycustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

DOXAmdocs Ltd

43.80+0.33%· post 42.95

Mkt cap$4.8B

GLOBGlobant S.A.

49.24+2.50%· post 49.21

ClosedNov 5 '26

Mkt cap$2.2B

vs

Compare

ClosedNov 5 '26

DOXAmdocs Ltd

vs

GLOBGlobant S.A.

43.80+0.33%post 42.95

Price

49.24+2.50%post 49.21

$4.8B

Mkt cap

$2.2B

DOX compared with GLOB: revenue, margins and what each company keeps, and the suppliers and customers both name