Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $32.6 million, reflecting a 432% increase year-over-year and a 101% increase sequentially compared to Q2 2025 [4][18] - Adjusted EBITDA improved sequentially to negative $19.2 million, a $500,000 improvement from Q2 2025 [22] - The company expects revenue to exceed $180 million in fiscal year 2026, with a commitment to achieve positive adjusted EBITDA by the end of Q4 2026 [4][29] Business Line Data and Key Metrics Changes - Platform revenue totaled $19.8 million, up 127% sequentially, driven by strong advertising revenue from Masterworks [20] - Platform Solutions revenue was $12.7 million, up 71% sequentially, supported by strong performance from Masterworks and Midwestern [20][22] - The company anticipates that the acquisition of Westfall Gold will contribute approximately $20 million in revenue in fiscal year 2026 [12][29] Market Data and Key Metrics Changes - The company secured 20 customers expected to contribute over $1 million in annual contract revenue, indicating strong customer momentum [15] - The total addressable market for network capability providers is estimated to be around $60 billion, indicating significant growth potential [58] Company Strategy and Development Direction - Gloo aims to build a leading technology platform serving the faith and flourishing ecosystem, focusing on both churches and network capability providers [5][6] - The company is committed to leveraging strategic acquisitions to enhance its offerings and deepen its market presence [8][29] - Gloo is developing vertical-specific, values-aligned AI capabilities to serve the unique needs of its ecosystem [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand across the platform and the positive trajectory of revenue growth [4][25] - The company is focused on building a scalable business while managing costs responsibly, with expectations for significant sequential improvement in adjusted EBITDA starting in Q1 2026 [29][30] - Management highlighted the importance of maintaining discipline in M&A activities to ensure strategic alignment and profitability [78][79] Other Important Information - The company has recently closed two acquisitions, Igniter and XRI Global, which are expected to enhance its capabilities and revenue potential [8][12] - Gloo's IPO added approximately $72.3 million to its balance sheet, significantly strengthening its financial position [24] Q&A Session Summary Question: Can you walk through what the $1 million customers are buying? - Management indicated that the $1 million customers are primarily utilizing Gloo 360 for advanced technology infrastructures and Masterworks for donor engagement [34][35] Question: What factors affect the speed of revenue realization from these deals? - Management noted that proof points in various categories have accelerated deal closures, leading to faster revenue realization [37][38] Question: How much synergy realization is expected from recent acquisitions? - Management stated that synergy realizations will play a significant role in achieving profitability, with ongoing efforts to integrate and optimize across acquisitions [40][42] Question: What investments are being made in Gloo 360? - Management highlighted investments in sales capacity, staff integration from acquired companies, and targeted capabilities in SaaS applications and AI [46][48] Question: How should growth from upsell and conversion be viewed for 2026? - Management indicated a balanced approach between upselling existing customers and acquiring new customers, with a focus on organic growth [67][71]

Strategic Acquisitions - Gloo recently announced three acquisitions that will further increase the value and reach of the Gloo platform. All three acquisitions are expected to be accretive. Westfall Gold - entered into a definitive agreement to acquire a leading platform for major donor engagement in the faith and flourishing ecosystem, expanding Gloo's capabilities in donor development and strengthening synergies with Masterworks, acquired earlier this year. XRI Global - completed the acquisition of an AI ...

Core Insights - Gloo has acquired XRI Global to enhance its multilingual AI capabilities, aiming to accelerate growth and expand market opportunities within the faith and flourishing ecosystem [1][3][6] Company Overview - Gloo is a technology platform focused on serving the faith and flourishing ecosystem, providing values-aligned AI, resources, insights, and funding to support communities and organizations [9] - XRI Global specializes in developing custom multilingual AI solutions for various sectors, including health, faith, and humanitarian efforts [10] Acquisition Details - The acquisition of XRI Global will allow Gloo to deepen its technology solutions through Gloo AI and Gloo360, unlocking advanced multilingual and voice AI capabilities [2][3] - XRI has developed AI models for over 30 languages in the past 18 months, utilizing a research-backed methodology to address the language gap in AI technologies [4][5] Market Potential - There are over 7,000 languages globally, with approximately 6,800 lacking representation in modern AI innovations, highlighting a significant market opportunity for Gloo and XRI [3][6] - The collaboration aims to create a new category of mission-aligned AI infrastructure that is globally accessible and designed to promote human flourishing [5][6]

Core Insights - Pat Gelsinger has taken on a new role as Executive Chairman and Chief Technology Officer at Gloo, a company focused on providing AI tools for religious organizations [1][2] - Gloo aims to create the world's first vertical industry cloud through Gloo AI, targeting the religious ecosystem, which includes approximately 450,000 churches and related organizations in the U.S. [2] - Gelsinger's leadership is expected to accelerate the adoption of technology within the faith ecosystem, ensuring that technology serves as a force for good [4] Company Overview - Gloo was founded in 2013 and raised $111 million last year to support its AI initiatives [1] - The company is developing chatbots with a safe search option based on Christian teachings, providing users with a wise and warm spiritual companion [1] - Gloo serves over 100,000 leaders in faith, ministry, and nonprofit organizations, connecting them with value-based AI, resources, insights, and funding [4] Leadership and Vision - Gelsinger has over 40 years of experience in the tech industry and has a strong record of transformative leadership [2] - His decision to expand his role at Gloo is both strategic and personal, aligning with his lifelong commitment to faith and technology [3] - Gelsinger believes that technology can connect, uplift, and change lives when it is purpose-driven, which aligns with Gloo's mission [4]