Gloo Holdings, Inc. · NASDAQ:GLOO
Gloo — Q2 2026 Earnings Presentation
18 slides from Gloo's earnings presentation, Sep 9, 2026
Slide 1: 2026 Q2 Earnings
gloo 2026 Q2 Earnings
Slide 2: Today's Call
Today’s Call Oliver Roll Scott Beck Paul Seamon Pat Gelsinger Chief Marketing & Co-Founder, Chief Financial Executive Board Chair, Communications Officer Chief Executive Officer Officer Head of Technology 2
Slide 3: Disclaimer: Forward-Looking Statements
DISCLAIMER: Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. All statements other than statements of historical or current fact included in this presentati
Slide 4: Q2 Overview
Q2 Overview Scott Beck, Co-Founder & Chief Executive Officer
Slide 5: Profitably Powering Tech & Reach with Applied AI
Profitably Powering Tech & Reach with Applied AI 100k+ ** 350k+ * Ministries/NCPs Churches/Frontline Orgs Impact Powering Tech Powering Reach Forward Deployed Engineering Industry leading Applied AI 5 *Cause IQ, 2025 Christian Nonprofit Organizations **2020 U.S. Religion Census
Slide 6: Customer Momentum
Customer Momentum $1M+ Annual contract value (each) 30+ Customers Powering Tech & Reach for 40+ Universities 6
Slide 7: More Cross Selling. More Capabilities.
More Cross Selling. More Capabilities. + + Customer + Multi-Solution Acquisitions Create Cross Selling Expanded Capabilities 7
Slide 8: Applying AI to Power Tech and Power Reach
Applying AI to Power Tech and Power Reach Improved Models. Improved Results. Forward Deployed & Productized As AI models improve, we: Solving customer operational challenges through: ● Deliver faster and more efficiently ● Forward-deployed engineering ● Create greater value for customers ● Agentic w
Slide 9: The Growing Value of AI
The Growing Value of AI Gloo Code Gloo AI Hackathon New Feature Release Boulder, Colorado | October 6 - 8, 2026 Gloo Code—a new feature in Gloo AI Studio, Gathering hundreds of developers, helps developers get more from their tokens by engineers, and mission-driven builders to pairing purpose-built
Slide 10: Q2 Results
Q2 Results Paul Seamon, Chief Financial Officer
Slide 11: Q2 2026 Revenue
Q2 2026 Revenue 188% YoY Q2 Revenue Growth ● Beat guidance for Q2 2026 ● Continued strong execution and financial discipline 11
Slide 12: 2026 Annual Revenue Guidance
2026 Annual Revenue Guidance FY 2026 guidance increased by $5M to $200M as of September 9, 2026 On June 8, 2026, FY2026 guidance increased by $5M to $195M from previous guidance of $190M 12
Slide 13: Q2 2026 Financial Results & Guidance
Q2 2026 Financial Results & Guidance Adjusted EBITDA $ in millions We remain confident in achieving Adjusted EBITDA profitability in fourth quarter 2026.** *A reconciliation of Adjusted EBITDA to Net Loss is available in the Appendix. **Gloo has not provided a reconciliation of its forward outlook for
Slide 14: Q2 2026 Financial Results & Q3 2026 Guidance
Q2 2026 Financial Results & Q3 2026 Guidance Q3 Q3 YoY Guidance $ in millions Q2 2025 Q1 2026 Q2 2026 YoY Growth Guidance Growth Platform Revenue 8.7 24.1 23.6 170% – – Platform Solutions Revenue 7.4 17.4 22.9 209% – – Total Revenue 16.2 41.5 46.6 188% 55.0 69% Adjusted EBITDA* -19.0 -11.5 -8.3 56%
Slide 15: Thank You
Thank You
Slide 16: Appendix: Q2 & 2026 Net Loss to Adjusted EBITDA Reconciliation
APPENDIX: Q2 & 2026 Net Loss to Adjusted EBITDA Reconciliation Three Months Ended (July 31) Six Months Ended (July 31) (In Thousands) 2026 2025 2026 2025 'Net loss attributable to common members $(21,307) $(43,349) $(38,131) $(69,751) 'Net loss attributable to noncontrolling interests 142 (751) (85)
Slide 17: Appendix: Q4 & 2025 Net Loss to Adjusted EBITDA Reconciliation
APPENDIX: Q4 & 2025 Net Loss to Adjusted EBITDA Reconciliation Three Months Ended (January 31) Twelve Months Ended (January 31) (In Thousands) 2026 2025 2026 2025 'Net loss attributable to common members $(49,329) $(44,669) $(157,128) $(85,689) 'Net income (loss) attributable to noncontrolling inter
Slide 18: Slide 18