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The Glimpse Group (VRAR) investor relations material
The Glimpse Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary30 Sep, 2025
Executive summary
Achieved a return to revenue growth, reaching $10.5 million in FY25, up 20% year-over-year, and attained annual cash flow neutrality for the first time, with a net operating cash loss of $0.27 million, a significant improvement from $5.2 million loss in FY24.
Q4 FY25 revenue was $3.5 million, up 105% year-over-year and 150% sequentially from Q3 FY25.
Secured significant tier one customer wins, major DoW and Navy contracts, and divested non-core assets to focus on core growth areas.
Integrated AI into immersive products and filed seven new patents focused on AI and immersive tech.
Board approved a plan to spin out Brightline Interactive (BLI) as an independent, publicly traded company to unlock shareholder value, with Glimpse shareholders receiving shares in the new entity.
Financial highlights
Fiscal year 2025 revenue was $10.5 million, up 20% year-over-year from $8.8 million.
Q4 2025 revenue was $3.5 million, up 105% year-over-year and 150% sequentially from Q3 2025.
Gross margin for FY25 was 67.5%, consistent with 67% in FY24.
Net loss for FY25 was $2.55 million, a substantial improvement from $6.39 million in FY24; adjusted EBITDA loss improved to $0.87 million from $4.63 million in FY24.
Cash and equivalents at June 30, 2025, were $6.85 million, with no debt or preferred equity and $0.85 million in accounts receivable.
Outlook and guidance
FY26 revenue expected to exceed FY25, but quarterly revenue will be volatile due to DOD/DoW contract timing and potential U.S. government budget delays.
Q1 FY26 revenue expected to be significantly lower than Q4 FY25, with sequential growth in later quarters.
Gross margins projected to remain in the 65%-75% range.
Spin-off of BLI targeted for early 2026, pending process completion.
How will the BLI spin-off impact Glimpse shareholders?
Explain BLI's path to long-term DOW contracts.
What causes the expected Q1 FY26 revenue drop?
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Frequently asked questions
The Glimpse Group, Inc. is a copany in the immersive technology platform sector, offering a comprehensive suite of enterprise-focused augmented reality (AR) and virtual reality (VR) software and services. The company operates several subsidiary companies, each specializing in various aspects of AR and VR technology to serve a wide range of sectors, including education, healthcare, corporate training, marketing, and more. Key offerings include QReal for photorealistic 3D interactive digital models in AR, Immersive Health Group for VR/AR healthcare solutions, and Foretell Reality for social VR applications. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.
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