Gloo (GLOO) Q4 2025 earnings summary

Executive summary

• Q4 2025 revenue reached $33.6M, up 418% year-over-year, surpassing guidance and analyst consensus, with fiscal 2025 revenue at $94.7M, up 308% year-over-year.

• FY 2026 revenue guidance raised by $5M to $190M, reflecting confidence in continued growth and more than doubling year-over-year.

• Completed IPO in Q4 2025, raising $72.3M and converting $143.1M of debt to equity, significantly strengthening the balance sheet.

• Strategic acquisitions, including Enterprisemarketdesk and Westfall Group, expanded capabilities, reach, and customer base.

• Continued expansion of platform capabilities and ecosystem partnerships, including major organizations and technology partners.

Financial highlights

• Q4 2025 total revenue reached $33.6M, up from $6.5M in Q4 2024 and $32.6M in Q3 2025; fiscal 2025 revenue was $94.7M, up 308% year-over-year.

• Platform revenue for Q4 and fiscal 2025 was $20.1M and $57.2M, up 219% and 150% year-over-year; Platform Solutions revenue for Q4 and fiscal 2025 was $13.5M and $37.5M.

• Adjusted EBITDA for Q4 2025 was -$18.6M, a 46% decline year-over-year but a 3% sequential improvement, beating consensus estimates.

• Net loss for Q4 2025 was $48.6M; fiscal 2025 net loss was $158.7M, both higher than prior year periods.

• Net loss attributable to common members for Q4 2025 was $49.3M.

Outlook and guidance

• FY 2026 revenue guidance increased to $190M, up from $185M previously.

• Q1 2026 revenue guidance set at $36.0M, representing 7% sequential growth and nearly tripling year-over-year.

• 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.