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]

Core Insights - Gloo Holdings, Inc. reported strong financial results for Q3 2025, with significant revenue growth and progress towards profitability, driven by strategic acquisitions [2][4][6] - The company is focused on enhancing its platform through acquisitions, including Westfall Gold, XRI Global, and Igniter, which are expected to deepen donor engagement services and advance AI capabilities [2][7] Financial Highlights - Total revenue reached $32.6 million, representing a 432% increase year over year, exceeding consensus estimates of $24.0 million [6] - Platform revenue was $19.8 million, up 226% year over year, with Platform Solutions revenue contributing $12.7 million [6] - The net loss for the quarter was $39.0 million, compared to $13.6 million in the prior year, with an adjusted EBITDA loss of $19.2 million, better than the consensus estimate of negative $23.0 million [6][4] Strategic Acquisitions - Gloo announced the acquisition of Westfall Gold, enhancing its donor engagement capabilities [7] - The acquisition of XRI Global adds advanced AI technologies, while Igniter brings a media library to support churches [7] - These acquisitions are expected to be accretive and strengthen Gloo's position in high-value areas of the faith ecosystem [4][7] Customer Engagement - In 2025, Gloo secured over 20 customers, each contributing over $1 million in annual contract value, with expectations for acceleration in 2026 [7] - A multi-year engagement with American Bible Society was signed to modernize its technology infrastructure [7] AI Development - Gloo launched the Flourishing AI Christian (FAI-C) Benchmark to support values-aligned AI adoption [7] - The company hosted an AI Hackathon, engaging over 700 developers to create Kingdom-aligned AI solutions [8] Fiscal Year 2025 Outlook - Gloo expects Q4 2025 revenue between $28 million and $30 million, indicating over threefold growth year over year [9] - For fiscal year 2026, revenue is projected to exceed $180 million, including contributions from recent acquisitions [9]

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]

Table of Contents As filed with the Securities and Exchange Commission on October 30, 2025 Scott Beck President and Chief Executive Officer 831 Pearl Street Boulder, Colorado 80302 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S‑1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 GLOO HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 7374 (Primary Standard Indus ...

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]