Gloo Holdings, Inc. (GLOO) Earnings History

Gloo Holdings, Inc. - Q4 2025 Earnings

Filed at: Mar 2, 2026, 4:19 PM EST|Read from source

EXECUTIVE SUMMARY

Gloo Holdings, Inc. reported preliminary Q4 2025 results, exceeding revenue expectations and showing sequential improvement in Adjusted EBITDA. The company is raising its FY2026 revenue guidance and anticipates approaching Adjusted EBITDA breakeven in Q3 2026, demonstrating progress towards profitability driven by AI integration.

POSITIVE HIGHLIGHTS

  • •

    Preliminary Q4 2025 revenue expected to be approximately $32 million, exceeding guidance range of $28-$30 million and analyst consensus of $29.0 million.

    positive
  • •

    Fiscal year 2026 revenue guidance increased from $180 million to $185 million.

    positive
  • •

    Expects more than 30% sequential improvement in Adjusted EBITDA from Q4 2025 to Q1 2026.

    positive
  • •

    Anticipates approaching Adjusted EBITDA breakeven in Q3 2026 and achieving Adjusted EBITDA profitability in Q4 2026.

    positive
  • •

    Q1 2026 revenue expected to be approximately $36 million, above current consensus of $33.2 million.

    positive
  • •

    Q1 2026 Adjusted EBITDA anticipated to be approximately negative $12 million, above current consensus of negative $14.4 million.

    positive

CONCERNS & RISKS

  • •

    Adjusted EBITDA for Q4 2025 expected to be at the better end of a negative guidance range of between negative $19.5 million and negative $18.5 million.

    attention
  • •

    The company is still operating at a significant Adjusted EBITDA loss, with Q4 2025 expected to be negative $18.5 million to negative $19.5 million and Q1 2026 expected to be negative $12 million.

    negative

FINANCIAL METRICS

Revenue
Quarterly
$32.00M
N/A
Net Income
Quarterly
N/A
N/A
EPS (Diluted)
Quarterly
N/A
-152.3%
Prior year: $-6.08
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Operating Margin
Current Quarter
-82.0%
YoY Change
+12563 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT GUIDANCE

FY2026

revenue
$180000.0B—$185000.0B
Mid-point: $182500.0B
"Raised guidance"

Q1 2026

revenue
$36000.0B
"Above consensus"
Adjusted EBITDA
-12,000,000
"Above consensus"

Q4 2025

revenue
$28000.0B—$30000.0B
Mid-point: $29000.0B
"Exceeded guidance"
Adjusted EBITDA
-19,500,000—-18,500,000
Mid-point: -19,000,000
"At the better end of guidance"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

These results reflect another strong quarter of execution.

— Gloo Holdings, Inc., Q4 2025 2025 Earnings Call

We are encouraged by our expected sequential improvement in Adjusted EBITDA in Q1, which gives us increased confidence in our path to Adjusted EBITDA profitability.

— Gloo Holdings, Inc., Q4 2025 2025 Earnings Call

AI continues to be a significant catalyst for our business as we are the leading company bringing agentic workflows and forward-deployed engineering resources to the faith and flourishing sector.

— Gloo Holdings, Inc., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.