Gloo Holdings, Inc. (GLOO) Q4 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The financial performance shows strong growth in revenue, operating margin, and net income, indicating robust demand and effective cost management. Despite the lack of strategic or operational updates, the positive financial metrics and market expansion are favorable. The absence of management guidance and potential risks mentioned in forward-looking statements are concerns, but overall, the financial strength and market expansion outweigh them.
Key Financial Performance
Revenue $1.2 billion, up 15% year-over-year, driven by strong demand for our cloud-based solutions and expansion into new markets.
Operating Margin 25%, an increase of 3 percentage points year-over-year, attributed to improved operational efficiencies and cost management.
Net Income $300 million, up 20% year-over-year, due to higher revenue and better cost control.
Free Cash Flow $400 million, a 10% increase year-over-year, supported by robust collections and disciplined capital expenditures.
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Operating Highlights
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Risk or Challenges
Forward-looking statements: The company acknowledges that its forward-looking statements are subject to risks and uncertainties, which could lead to actual results differing materially from expectations.
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Baldry ROTH
Beck Co
Benchmark LLC
CEO Director
Capital Group
Capital Markets
Capital Partners
Chairman Head
Chief Financial
Chief Marketing
Co Founder
Communications Officer
Conference Instructions
Craig Hallum
Director Seamon
Division Harrigan
Division Jason
Division PM
Division Ryan
Division Yun
EDT Gloo
Executive Chairman
LLC Research
Marketing Communications
Markets LLC
Research Division
today program
GLOO Transcript
Gloo Holdings, Inc. (GLOO) Q3 2025 Earnings Call Transcript
Positive4-15
The earnings call indicates strong financial performance with 101% sequential growth and a significant increase in platform revenue. The company shows improved cost management, reducing the cost of revenue, and converting debt to equity through an IPO. The Q&A highlights robust sales pipelines, synergy realization, and strategic investments in AI and customer growth. While management avoided details on recurring revenue, the overall sentiment and financial outlook are positive, suggesting a likely stock price increase.
Gloo Holdings, Inc. (GLOO) Q4 2025 Earnings Call Transcript
Positive4-15
The earnings call summary highlights strong financial performance with a 15% YoY revenue increase, 20% net income growth, and improved operating margins. These factors are positive indicators for stock performance. Despite the absence of specific strategic initiatives and return plans, the guidance for 2026 suggests confidence in future growth. The lack of significant negative sentiment or critical concerns during the Q&A further supports a positive outlook. Given these factors, a positive stock price movement between 2% to 8% is anticipated over the next two weeks.
Gloo Holdings, Inc. (GLOO) Q4 2026 Earnings Call Transcript
Positive4-14
The financial performance shows strong growth in revenue, operating margin, and net income, indicating robust demand and effective cost management. Despite the lack of strategic or operational updates, the positive financial metrics and market expansion are favorable. The absence of management guidance and potential risks mentioned in forward-looking statements are concerns, but overall, the financial strength and market expansion outweigh them.
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
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Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
