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 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong positive momentum anchored by an exceptional year-over-year revenue increase (418% YoY), expanding customer relationships (two customers nearing $10M ARR), accretive acquisitions (Westfall closed, EMD announced), a healthy cash position ($57.3M), and a credible path to adjusted EBITDA profitability in Q4 2026. Offsetting factors include continued adjusted EBITDA losses (negative $18.6M in Q4), elevated cost of revenue (76.5%), noncash items that pressured net income and EPS, modest sequential revenue growth, and near-term seasonality impacts from recent acquisitions. On balance, the operational momentum, strategic M&A activity, and AI-led product initiatives overshadow current profitability and volatility headwinds, supporting a constructive outlook.Company Guidance
Record Revenue Growth
Q4 FY2025 revenue of $33.6M, up 418% year-over-year and 3.3% sequentially versus Q3, reflecting strong annual acceleration in the first year as a public company.
Strengthened Balance Sheet and Liquidity
Cash and cash equivalents of $57.3M as of January 31, 2026, and post-IPO conversion of a significant majority of debt into equity, improving financial flexibility.
Accretive M&A and Platform Expansion
Closed Westfall Group (immediately accretive since close) and announced definitive agreement to acquire EMD (Workday Service Partner) which management expects to be immediately accretive on close; Masterworks and Midwestern prior acquisitions also contributing to platform breadth and synergies.
Strong Customer Momentum and Large Deal Wins
Two customers now expanding to nearly $10M of annual revenue each; multiple deals over $1M signed this quarter; expanded university engagement (Jessup University), strategic partnership with InterVarsity across 700+ campuses, and strengthened YouVersion presence in Brazil.
Leadership in Applied AI and Product Launches
Launched Gloo AI Studio and presented at Missional AI conference; embedding agentic and values-aligned AI across offerings, building developer ecosystem and early positive adoption signals (rising API/token activity and planned developer events).
Margin Progress and Confident Profitability Path
Cost of revenue improved to 76.5% from 83.4% year-over-year; adjusted EBITDA improved sequentially and management guided Q1 adjusted EBITDA loss of negative $12M (more than $6M sequential improvement) and full-year 2026 revenue guidance of $190M, with a path to adjusted EBITDA profitability in Q4 2026 (approaching in Q3).
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 |
|---|---|---|---|
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).
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What is GLOO EPS forecast?
Currently, no data Available