EPAM Systems and Cursor have entered into a strategic partnership that combines EPAM’s AI/Run™ delivery framework with Cursor’s AI‑native integrated development environment (IDE). The collaboration is designed to help enterprise customers move beyond pilot projects and deploy production‑grade generative‑AI solutions, improving productivity, code quality, and developer experience across EPAM’s client base.
EPAM’s AI/Run framework provides a structured, end‑to‑end delivery methodology that integrates AI model development, testing, and deployment into a single pipeline. Cursor’s IDE, built on a fork of Visual Studio Code, adds AI‑driven code generation, autocompletion, and natural‑language query capabilities. Together, the two platforms create a seamless workflow that allows developers to write code with natural‑language prompts while maintaining rigorous quality controls and governance policies embedded in the IDE.
The partnership addresses a key pain point for large enterprises: scaling generative‑AI adoption beyond proof‑of‑concepts. By embedding Cursor’s AI tooling directly into EPAM’s delivery framework, clients can accelerate the transition from experimentation to production, reducing time‑to‑value and lowering the risk of vendor lock‑in. The deal also positions EPAM to capture a larger share of the high‑margin AI‑native services market, where deep engineering expertise and scalable delivery are critical competitive differentiators.
EPAM’s recent financial performance underscores the strategic fit of the partnership. In Q3 2025, the company reported revenue of $1.39 billion and an earnings per share of $3.08, beating consensus estimates of $3.02 and $1.39 billion, respectively. The Q4 2024 results showed revenue of $1.248 billion, surpassing the $1.213 billion estimate, while GAAP diluted EPS of $1.80 fell slightly below the $1.82 estimate. These results demonstrate EPAM’s ability to grow revenue and maintain profitability while investing in high‑value AI services.
Management highlighted the strategic importance of the partnership. Dmitry Tovpeko, VP of AI‑Native Engineering, said, “While many enterprises have invested in AI coding tools, they struggle with full adoption. Cursor’s AI‑Native IDE promotes disciplined use by embedding rules, workflows, and agentic behavior directly in the developer’s workspace.” Michael Scherr, Head of Business Development at Cursor, added, “EPAM’s deep delivery expertise and clear AI‑Native SDLC vision, combined with our IDE and agents, help global clients scale the transformative potential of Cursor.”
The collaboration strengthens EPAM’s competitive moat by expanding its AI‑native service portfolio and reinforcing its platform‑enabled, open‑source strategy that reduces vendor lock‑in. By integrating Cursor’s tooling, EPAM can accelerate the delivery of AI solutions at scale, potentially increasing the firm’s share of AI‑related revenue and supporting its broader shift from traditional digital engineering to AI‑native services.
Overall, the partnership positions EPAM to capture growing demand for generative‑AI engineering, enhance its service differentiation, and drive higher‑margin revenue growth in a market where enterprises are eager to move beyond pilots and into production‑grade AI solutions.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.