The combination of strong revenue growth, raised guidance, and strategic acquisition suggests accelerating momentum; monitor upcoming Adjusted EBITDA trends and Q1 2026 results for confirmation of profitability path.
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Executive Summary
Gloo Holdings reported strong Q4 and fiscal 2025 results with $33.6M revenue, beating consensus, and raised FY2026 guidance to $190M. Concurrently, it announced an acquisition of Enterprisemarketdesk to be paid partially in stock, issuing ~1.46M shares.
Key Financial Metrics
Key Facts
- Q4 revenue of $33.6M beat consensus of $31.6M and prior year by 418%
- Fiscal 2026 revenue guidance raised to $190M, more than doubling prior year
- Adjusted EBITDA of -$18.6M beat consensus of -$18.7M
- Announced acquisition of Enterprisemarketdesk, a Workday services partner, to expand enterprise capabilities
- Approximately 1.46 million shares of Class A common stock to be issued as part of the acquisition consideration
Financial Impact
Revenue beat by $2M and guidance raised to $190M implies strong top-line momentum and confidence in growth trajectory
Risk Factors
- Net loss widened to $48.6M from $44.8M YoY despite revenue growth
- Dilution from issuing ~1.46M shares in acquisition could impact per-share metrics
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-154910 |
| Document: gloo-20260412.htm | 0001193125-26-154910 |
| Document: 0001193125-26-154910-index-headers.html | 0001193125-26-154910 |
| Document: 0001193125-26-154910-index.html | 0001193125-26-154910 |
| Document: 0001193125-26-154910.txt | 0001193125-26-154910 |
| 8-K Data (Synthetic) | 0001193125-26-154910 |
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