GLOONasdaqServices-Computer Processing & Data PreparationUS GAAP · USD

Gloo Holdings, Inc.

Gloo Holdings, Inc. builds a digital platform for the faith and flourishing ecosystem, connecting faith-based organizations, content creators, donors, and mission-oriented consumers. The company monetizes through subscriptions, marketplace transactions, advertising, and platform solutions, while also expanding through Gloo Capital Partners and AI-enabled tools.

Kysy yhtiöstä
Liikevaihto94,7milj. USD
+307,7 %v/v
Liikevoitto (EBIT)−108milj. USD
−29,9 %v/v
EBIT-marginaali−114,3%
+244,4 %-yks.v/v
Nettotulos−157milj. USD
−83,4 %v/v
Vapaa kassavirta−81,7milj. USD
−75,5 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2024–2026

−150−100−50050100milj. USD2024: 21 milj. USD2024: EBIT −45 milj. USD20242025: 23 milj. USD2025: EBIT −83 milj. USD20252026: 95 milj. USD2026: EBIT −108 milj. USD202695−108
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Gloo Holdings, Inc.

Liiketoiminta

Osuus liikevaihdosta
Subscriptions40 %

Access to free and premium software tools for communication, organization, and operations.

Marketplace25 %

E-commerce transactions for physical and digital goods used in faith-related activities.

Advertising15 %

Ad placements and campaign services sold to third parties targeting mission-oriented consumers.

Platform solutions20 %

Technology development and marketing services delivered through Gloo Capital Partners.

Tuotteet

Raportoitu · osuus liikevaihdosta
39,5%27,6%17,5%15,2%FY2026100 %
  • Platform Solutions39,5 %
  • Advertising27,6 %
  • Subscription17,5 %
  • Marketplace15,2 %
  • Yoked0,2 %

Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Gloo sells to two core customer groups: faith-based organizations and mission-oriented consumers, with additional demand from publishers, content creators, denominations, donor platforms, and developers. It also serves NCPs that buy enterprise subscriptions, outsourced technology, AI capabilities, advertising, and platform solutions to support their own operations and reach. Growth depends on retaining existing customers, cross-selling partner brands, and converting free users into premium subscribers.

Faith-based organizations and ministries

They buy Gloo Workspace, communication tools, content libraries, and AI capabilities to manage engagement and operations.

NCP enterprise customers

They purchase outsourced technology, advertising, and platform solutions to power their own offerings and reach users.

Marketplace buyers

They buy books, banners, curriculum, assessments, and other goods tied to faith-related activities.

Advertisers and campaign clients

They pay for ad placements and campaign management to reach mission-oriented consumers.

Partners and developers in the ecosystem

They use Gloo's platform and AI infrastructure to build, distribute, and monetize applications.

Strategia

Gloo is focused on expanding platform adoption by combining enterprise NCP sales with digital-led self-service growth. Management is also pushing cross-sell and upsell across Gloo and partner brands, while investing in Gloo AI to create differentiated tools for engagement, insights, and content creation.

Cross-selling and bundling across Gloo Capital PartnersLyhyt aikaväli

Raises monetization from existing customers and improves retention through bundled offerings.

Scale digital-led onboarding and enterprise salesKeskipitkä aikaväli

Broadens adoption while reducing reliance on manual sales alone.

Develop Gloo AI and embed it across productsKeskipitkä aikaväli

Creates product differentiation and new monetization opportunities in a niche vertical.

Maantiede

The filings provided do not disclose a country-level revenue split, so the business profile should be viewed as U.S.-anchored but not geographically segmented. Operations appear to be centered in the United States, while the platform and partner ecosystem can extend digitally to dispersed users and organizations. Geography matters mainly through regulatory exposure, partner relationships, and the ability to support customers across multiple locations.

Riskit

The company has a limited operating history and is still scaling a complex platform, which makes execution and forecasting difficult. Its business is also exposed to reputational, competitive, banking, cybersecurity, and regulatory risks, especially where products touch payments, advertising, and third-party partner brands.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Reputational spillover from affiliated third parties1Banking and regulatory dependence for Gloo Impact2Cybersecurity and fraud exposure3Competitive fragmentation5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Reputational spillover from affiliated third partiesVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Negative publicity involving partners in the faith ecosystem may be perceived as reflecting on Gloo and reduce user trust.

    KohdistuuBrandCustomer engagementRevenue retention
  2. Banking and regulatory dependence for Gloo ImpactVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Milestone-based payments and escrow-like functionality rely on third-party financial institutions and compliance with payment rules.

    Kohdistuu: Philanthropic outreach and charitable contribution products

  3. Cybersecurity and fraud exposureVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Platform tools, advertising, and payment-related workflows can be targeted by unauthorized access or transaction fraud.

    KohdistuuUser dataPaymentsTrust
  4. Limited operating history and scaling riskVaikutus: Korkea

    The company is still building its platform, systems, and operating model, so execution errors could slow growth or raise costs.

    KohdistuuPlatform expansionAcquisitionsNew product launches
  5. Competitive fragmentationVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    The market includes church management systems, communications tools, custom internal stacks, and other point solutions.

    KohdistuuWorkspaceGloo360Partner offerings
Kysy Clarifolta: Gloo Holdings, Inc.

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition by stream

Subscriptions, marketplace sales, advertising, and services likely have different timing and performance obligations, affecting quarterly comparability.

Vaikutus: Can shift revenue between periods and affect margin mix

Seasonality in marketplace revenue

Easter and Christmas drive higher first and fourth quarter sales, while second quarter is typically softer.

Vaikutus: Quarterly revenue and gross margin volatility

Goodwill and intangible asset impairment

Acquisitions of Gloo Capital Partners create intangible assets that may need write-downs if performance weakens.

Vaikutus: Potential non-cash charges to earnings

Fair value estimates in acquisitions

Management must estimate acquired asset and liability values, which can materially affect future amortization and impairment.

Vaikutus: Affects balance sheet and future expense recognition

Internal controls over financial reporting

The company notes limited accounting personnel and public-company reporting demands, increasing the risk of control weaknesses.

Vaikutus: Could affect reliability and timeliness of reported results

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Päivitetty: 24.9.2026