GLOO News & Events

Sees Q1: "Adjusted EBITDA is anticipated to be approximately negative $12M, above the current consensus of negative $14.4M."

Gloo raises FY26 revenue view to $185M from $180M, consensus $177.4M

For fourth quarter 2025, Gloo expects revenue to be approximately $32 million compared to its guidance range of between $28 million and $30 million and analyst consensus of $29.0 million1. The company expects Adjusted EBITDA for the quarter to come in at the better end of its guidance range of between negative $19.5 million and negative $18.5 million. Analyst consensus for the company's fourth quarter Adjusted EBITDA is currently negative $19.1 million. "These results reflect another strong quarter of execution. 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," said Scott Beck, CEO of Gloo. "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. By putting the power of AI to work for ministries, network capability providers and churches, we are ensuring they have the technology and reach they need to grow their impact."

In a letter to investors, CEO Scott Beck reaffirmed its FY26 revenue outlook of over $180M, with a clear path to adjusted EBITDA profitability in Q4 2026. This represents significant progress from approximately $23M in revenue in fiscal year 2024, to $90M in fiscal year 2025, and guidance of $180M for fiscal year 2026. "Disciplined M&A, combined with rapid advances in AI, is materially improving the efficiency of our operating model. Through our acquisitions, Gloo is increasingly becoming a customer of the same services we provide to the ecosystem. Each acquisition strengthens the platform and enables us to run our own IT operations and marketing through Gloo's technology. This reduces duplication, lowers direct IT and marketing costs, and allows us to directly benefit from the AI-driven workflows we deliver to customers. As a result of these efficiencies, we made some targeted workforce reductions this week to eliminate duplication, while reallocating resources toward the areas of highest growth and return. Together, these actions increase our confidence in achieving adjusted EBITDA profitability in Q4 2026." Beck also said he is "not pleased" with where the stock trades today. "We do not believe the current stock price reflects the strength of our platform, the differentiation of our assets, or the trajectory of our business. We also do not believe it reflects the unique position we hold in serving a large, underserved ecosystem, our proprietary data advantages, or the compounding value of our AI capabilities."