Gloo (GLOO) Q4 2025 earnings summary

Executive summary

• Q4 2025 revenue grew 418% year-over-year to $33.6 million, surpassing guidance and reflecting strong execution and financial discipline.

• Fiscal 2025 revenue reached $94.7 million, up 308% year-over-year.

• Balance sheet strengthened post-IPO with $72.3 million raised and $143.1 million of debt converted to equity.

• Strategic acquisitions, including Westfall Group and Enterprisemarketdesk (EMD), expanded platform capabilities and are expected to be immediately accretive.

• Applied AI and Gloo 360 are central to growth, driving larger deals and improved margins.

Financial highlights

• Q4 2025 revenue: $33.6 million, up 418% year-over-year and 3.3% sequentially; fiscal 2025 revenue: $94.7 million, up 308%.

• Platform revenue for Q4 and fiscal 2025 was $20.1 million and $57.2 million, up 219% and 150% year-over-year.

• Platform solutions revenue for Q4 and fiscal 2025 was $13.5 million and $37.5 million, up $13.3 million and $37.1 million year-over-year.

• Adjusted EBITDA for Q4 2025 was -$18.6 million, a sequential improvement; net loss for Q4 2025 was $48.6 million.

• Cash and equivalents at quarter-end: $57.3 million.

Outlook and guidance

• Fiscal 2026 revenue guidance raised to $190 million, including EMD acquisition.

• Q1 2026 revenue guidance: $36 million, representing 7% sequential growth.

• Adjusted EBITDA expected to improve by over 30% sequentially from Q4 2025 to Q1 2026, with breakeven targeted for Q3 2026 and profitability in Q4 2026.

• Sequential improvement in profitability anticipated each quarter.