Gloo Holdings, Inc. Class A (GLOO)
NASDAQ:GLOO
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Earnings Data
Report Date
Dec 23, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
-4.71Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational momentum: substantial revenue outperformance (Q1 revenue +238% YoY, +23.5% sequential), meaningful sequential adjusted EBITDA improvement (-$11.5M, $7.1M improvement), raised full-year guidance, successful strategic acquisitions (EMD closed, Midwestern to 100% ownership) and clear product/AI progress (Gloo AI, Gloo Studio, developer traction). Key risks highlighted include a still-negative adjusted EBITDA, modest cash balance ($33M), dependency on continued margin improvement through integration and cost discipline, and the need to convert single-product customers into multi-product relationships to sustain growth. Overall, highlights significantly outweigh lowlights, reflecting confidence in the business trajectory while recognizing execution and liquidity risks.Company Guidance
Revenue Outperformance and Strong Growth
Q1 revenue of $41.5 million beat guidance and Street consensus, grew ~3x year-over-year (reported +238% YoY) and increased ~23.5% sequentially vs Q4. Revenue was 13% above guidance and Street expectations.
Adjusted EBITDA Improvement
Adjusted EBITDA loss narrowed to -$11.5 million, representing a $7.1 million sequential improvement from Q4 2025 and the third consecutive quarter of sequential adjusted EBITDA improvement. Management expects adjusted EBITDA to approach breakeven in Q3 2026 and reach profitability in Q4 2026.
Raised Full-Year Revenue Outlook and Q2 Guidance
Full-year 2026 revenue outlook increased by $5 million to $195 million. Q2 2026 guidance: revenue $44 million and adjusted EBITDA loss narrowing to -$8.5 million.
Platform and Product Momentum (Applied AI & Gloo Studio)
Gloo AI general availability announced with support for 80+ LLMs, safety capabilities, billing options and a developer sandbox. Gloo Studio has >1,000 developers on platform and early customer migrations (e.g., Hello Bible). Management highlighted applied AI as a key accelerator across powering technology and reach.
Platform Revenue and Solution Growth
Platform revenue was $24.1 million (up $15.6 million YoY) and platform solutions revenue was $17.4 million (up $13.6 million YoY). Platform solutions grew ~29% sequentially.
Customer Wins and Land-and-Expand Evidence
Secured five new larger strategic customers contributing >$1 million in annual contract revenue each. Management reported strong land-and-expand dynamics: customers with multiple offerings generate materially higher revenue (2x+ when adding a second offering, higher when adding more).
Acquisitions Strengthening Capabilities and Margins
Closed acquisition of EMD (Workday consulting/implementation/support) and moved to 100% ownership of Midwestern (eliminating a $12.1 million call-option liability). Management said acquisitions (e.g., Westfall, Masterworks) delivered 'one of their best quarters ever' and expand powering technology and reach.
Gross Margin and Cost Improvements
Cost of revenue improved to 67.7% of total revenue from 72.1% in the prior year period, driven by margin improvements in workspace and Outreach lines and a full quarter of Westfall Group. Operating expenses decreased $8.4 million sequentially while revenue grew ~24% sequentially.
GLOO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GLOO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 08, 2026 | $5.08 | $4.78 | -5.91% |
Apr 14, 2026 | $6.16 | $6.30 | +2.27% |
Dec 17, 2025 | $6.56 | $6.36 | -3.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Gloo Holdings, Inc. Class A (GLOO) report earnings?
Gloo Holdings, Inc. Class A (GLOO) is schdueled to report earning on Dec 23, 2026, After Close (Confirmed).
What is Gloo Holdings, Inc. Class A (GLOO) earnings time?
Gloo Holdings, Inc. Class A (GLOO) earnings time is at Dec 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is GLOO EPS forecast?
Currently, no data Available