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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.
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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.

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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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