Q4 2025 Gloo Holdings Inc Earnings Call Transcript
Key Points
- Gloo Holdings Inc (GLOO) more than quadrupled its revenue in Q4 2025 compared to the prior year period.
- The company exited 2025 with a stronger balance sheet following its IPO and conversion of debt into equity.
- Gloo Holdings Inc (GLOO) is making progress towards adjusted EBITDA profitability, with a 30% improvement expected in Q1 2026.
- The acquisition of Enterprisemarketdesk (EMD) is expected to be immediately accretive and strengthens Gloo's platform.
- Strong customer momentum with strategic deals, including a significant expansion in the university segment and a partnership with InterVarsity Christian Fellowship/USA.
- Adjusted EBITDA remains negative at $18.6 million, despite improvements.
- There are noncash items affecting net income, including higher share-based compensation and losses from changes in fair value of financial instruments.
- The company faces risks and uncertainties related to forward-looking statements and future financial performance.
- Cost of revenue remains high at 76.5%, although it has improved from the prior year.
- The company is still in the early stages of rolling out AI products and services, indicating potential challenges in fully realizing AI's benefits.
Thank you for standing by, and welcome to the Gloo Holdings fiscal fourth quarter 2025 earnings conference call. (Operator Instructions) As a reminder, today's program is being recorded.
And now I'd like to introduce your host for today's program, Oliver Roll, Chief Marketing and Communications Officer. Please go ahead, sir.
Thank you, operator. And thank you to all of you for joining our fiscal fourth quarter and full year 2025 earnings conference call. We will be discussing Gloo's performance for the fourth quarter ended January 31, 2026, as well as our results for the full year 2025. We'll also be providing guidance for our Q1 and full year 2026.
Joining me on today's call are CEO and Co-Founder, Scott Beck; and CFO, Paul Seamon. Our Executive Board Chair and Head of Technology, Pat Gelsinger, will also join the Q&A session.
Before we begin, please be reminded that this call will contain forward-looking statements, which are based on Gloo's current
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