This article first appeared on GuruFocus .
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Revenue:$33.6 million for Q4 2025, a 418% increase year-over-year.
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Platform Revenue:$20.1 million, up $13.8 million from Q4 last year.
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Platform Solutions Revenue:$13.5 million, up 6% sequentially.
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Cost of Revenue:76.5%, improved from 83.4% in the prior year period.
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Adjusted EBITDA:Negative $18.6 million, improved by $0.7 million sequentially.
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Cash and Cash Equivalents:$57.3 million as of January 31, 2026.
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Q1 2026 Revenue Guidance:$36 million.
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Full Year 2026 Revenue Outlook:$190 million.
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Q1 2026 Adjusted EBITDA Loss Guidance:Negative $12 million.
Release Date: April 14, 2026
For the complete transcript of the earnings call, please refer to the full earnings call transcript .
Positive Points
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Gloo Holdings Inc ( NASDAQ:GLOO ) more than quadrupled its revenue in Q4 2025 compared to the prior year period.
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The company exited 2025 with a stronger balance sheet following its IPO and conversion of debt into equity.
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Gloo Holdings Inc ( NASDAQ:GLOO ) is making progress towards adjusted EBITDA profitability, with a 30% improvement expected in Q1 2026.
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The acquisition of Enterprisemarketdesk (EMD) is expected to be immediately accretive and strengthens Gloo's platform.
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Strong customer momentum with strategic deals, including a significant expansion in the university segment and a partnership with InterVarsity Christian Fellowship/USA.
Negative Points
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Adjusted EBITDA remains negative at $18.6 million, despite improvements.
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There are noncash items affecting net income, including higher share-based compensation and losses from changes in fair value of financial instruments.
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The company faces risks and uncertainties related to forward-looking statements and future financial performance.
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Cost of revenue remains high at 76.5%, although it has improved from the prior year.
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The company is still in the early stages of rolling out AI products and services, indicating potential challenges in fully realizing AI's benefits.
Q & A Highlights
Q: Can you describe the two customers nearing $10 million a year in revenue and how replicable this is across your market? A: Patrick Gelsinger, Executive Chairman of the Board, Head - Technology: These customers are utilizing multiple Gloo offerings, including Masterworks, Westfall Gold, and Gloo 360. While these are some of the larger customers, we are seeing more customers reaching the multimillion-dollar level, indicating that this is replicable across the market.
Q: How is the pipeline for million-dollar-plus deals changing now that you're a public entity? A: Patrick Gelsinger: The pipeline is expanding as we build sales capacity and engage more accounts. The sales cycle is shortening, and we are able to replicate success across segments, as seen with our university and campus ministry partnerships.
Q: How far along are you in rolling out AI-based products and services, and how are you adopting AI internally? A: Patrick Gelsinger: We are in the early stages of AI deployment, with significant opportunities ahead. Internally, we are using AI across various business aspects, which will improve operational efficiency and margins. AI is driving demand for Gloo 360 as organizations seek to modernize and focus on their missions.
Q: Can you discuss the M&A environment and its impact on the faith and flourishing world? A: Scott Beck, CEO: AI is beneficial for us, allowing integration with existing tools and building AI-powered workflows. We see this as an opportunity to enhance our strategy rather than a disruption.
Q: Is scaling Gloo 360 a key driver behind your margin improvement this year? A: Scott Beck: Yes, Gloo 360 is a significant contributor to both growth and margin improvement, alongside AI integration.
Q: What are the cross-sell opportunities with the EMD acquisition? A: Patrick Gelsinger: There are multiple opportunities, including selling Workday services to our current base and converting EMD customers to Gloo 360. This acquisition enhances our offerings and accelerates Workday deployments.
Q: Is Gloo AI Studio aimed at customizing solutions for customers or building a partner ecosystem? A: Patrick Gelsinger: Gloo AI Studio is designed to build an ecosystem of developers aligned with faith and flourishing, offering trusted AI capabilities and enabling broader customer application development.
Q: Are there any material cost pressures or risks in fiscal year '26? A: Paul Seamon, CFO: There are no significant cost pressures beyond normal expectations.
For the complete transcript of the earnings call, please refer to the full earnings call transcript .
