Gloo Holdings, Inc. (GLOO) Earnings Call Transcripts

Gloo Holdings, Inc.'s Latest Earnings Call - Q1 FY2027

In Gloo Holdings' fiscal first quarter 2026 earnings call, the company reported revenue of $41.5 million, a remarkable 238% increase year-over-year and 13% above guidance. Adjusted EBITDA improved sequentially by over $7 million to a loss of $11.5 million, indicating ongoing operational improvements. Management raised full-year revenue guidance by $5 million to $195 million, signaling strong demand and effective execution of their strategic initiatives.

Reported metrics

Guidance from management

Gloo raised its full-year revenue guidance to $195 million and expects Q2 revenue of $44 million with an adjusted EBITDA loss narrowing to $8.5 million. Management anticipates adjusted EBITDA to approach breakeven in Q3 2026 and reach profitability in Q4 2026.

What management said

Yes. Great question, Rich. Thanks for chiming in. I think there's a balance between the 2 in the quarter. We definitely got some significant benefit from overall reduction in our operating expenses, you saw that flow through in terms of contribution to adjusted EBITDA which was obviously very significant relative to the revenue increase. But I would say that you've got somewhere between 50% and 60% of that probably...

Yes, there are. There's no question that the small to midsized organizations are coming up against the same set of issues, which is, hey, help me with my tech, help with my reach. And that -- those are common concerns, common value propositions, whether they're faith-based or not faith-based organization. And everybody needs help applying AI into their specific organizational workloads. And likewise, when you've got ...

What analysts pressed on

Analysts expressed concerns about the sustainability of gross margins and the impact of customer budget changes on future growth. Questions were raised regarding the integration of acquired businesses and the potential for cross-selling to non-faith-based customers.

Main topics on the call

• Revenue Growth Acceleration — Gloo's revenue reached $41.5 million, growing 238% year-over-year and 13% above guidance. CEO Scott Beck stated, "Q1 was another strong quarter for Gloo. We exceeded our guidance and street consensus on both revenue and ...
• Adjusted EBITDA Improvement — Adjusted EBITDA loss narrowed to $11.5 million, a significant sequential improvement of over $7 million. Beck noted, "This represented our third consecutive quarter of sequential adjusted EBITDA improvement."
• Strategic Customer Wins — Gloo secured five new customers with annual contracts exceeding $1 million, reflecting growing traction in the faith and flourishing ecosystem. Beck highlighted, "These larger strategic wins show growing traction across ...
• Acquisition Strategy — The company announced the acquisition of EMD and increased its ownership in Midwestern to 100%. Beck stated, "These acquisitions strengthened the platform, expand customer value and reinforce the flywheel that we're buil...

Read the full Gloo Holdings, Inc. transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 4 Gloo Holdings, Inc. earnings call transcripts on record, spanning December 17, 2025 to September 9, 2026. Based on this history, Gloo Holdings, Inc. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GLOO

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Software

Calls on record

4

First call

December 17, 2025

Most recent

September 9, 2026

Reporting cadence

quarterly