What is the revenue and EPS growth rate for The Glimpse Group year over year?

What does The Glimpse Group do and what are its main business segments?

What is The Glimpse Group's gross profit margin?

What is the market's earnings forecast for The Glimpse Group next quarter?

What were the key takeaways from The Glimpse Group's earnings call?

What is The Glimpse Group's latest dividend and current dividend yield?

Did The Glimpse Group beat or miss consensus estimates last quarter?

What guidance did The Glimpse Group's management provide for the next earnings period?

- **Revenue Decline**: Q1 FY26 revenue down 43% YoY to $1.4M, driven by contract delays and government shutdowns.
- **Brightline IPO Push**: Strategic focus on spinning off Brightline as a pure-play spatial computing company, with potential H1 2026 IPO.
- **Foretell AI Momentum**: Immersive AI product seeing enterprise adoption in education/healthcare, targeting core revenue contribution.
- **Financial Resilience**: 72% gross margin, $5.56M cash with no debt, though EBITDA loss widened to $0.92M.
- **No Future Guidance**: Management refrains from providing FY26 revenue outlook due to uncertainty.

**【CEO Summary Section】**
- **Strategic Progress on Brightline IPO**: Initiated process to spin off Brightline Interactive as a standalone AI-driven spatial computing company, targeting a potential IPO in H1 2026. Brightline secured a multimillion-dollar contract with the Department of War (DoW) and is in advanced discussions for additional DoW contracts, though delayed by government shutdowns.
- **Foretell AI Growth**: Immersive AI simulation product gaining traction in education and healthcare, with accelerating enterprise license renewals. Aims to become a core revenue driver.
- **Other Contracts**: Signed mid-6-figure contracts with a major oil service company for 3D brand environments and animations.

**【CFO Financial Commentary】**
- **Revenue Performance**: Q1 FY26 revenue $1.4M (-43% YoY) due to contract timing and government delays. Gross margin improved to 72% (vs. 68% prior), with guidance of 65-75% range.
- **Financial Health**: Adjusted EBITDA loss $0.92M (vs. $0.46M prior). Cash position $5.56M with no debt. Breakeven at $10M annual revenue (FY25 level).
- **No Guidance**: With multiple moving parts, management declined to provide FY26 revenue outlook.

**【Q&A Highlights】**
- No questions submitted during the call session.

The Glimpse Group, Inc.(VRAR)-20251114-2026 Q1 Earnings call transcript

- **BLI Spin-off Announced**: Glimpse to spin out Brightline Interactive as a standalone spatial computing/AI middleware provider, with Glimpse shareholders receiving BLI shares.
- **Revenue Growth Accelerates**: FY25 revenue up 20% to $10.5M, Q4 revenue surging 105% YoY to $3.5M, driven by DOW contracts.
- **AI/Immersive Innovation**: 7 new patents, NIH grants for VR mental health training, and AIA launch with Florida university in Q1 2026.
- **Defense & Enterprise Focus**: BLI's Spatial Core middleware secures $4.2M DOW contracts, with pipeline expansion into robotics, autonomous vehicles, and digital twins.
- **Spin-off Timeline**: Expected to complete by early 2026, with no name change and continued focus on high-margin DOW/enterprise contracts.


**【CEO Opening Remarks】**
- Fiscal Year 2025 Highlights: 20% revenue growth to $10.5M, first-time cash flow neutrality, and $4.2M DOW contracts for Spatial Core. BLI's AI-driven spatial computing middleware is a key growth driver.
- Strategic Spin-off Plan: Board-approved spin-out of Brightline Interactive (BLI) to unlock value, with Glimpse shareholders receiving BLI shares. BLI will focus on DOW and enterprise big data contracts, while Glimpse retains education/healthcare businesses.
- Innovation Milestones: 7 new AI/immersive tech patents, NIH grants for VR mental health training, and partnerships with Yale, Montefiore, and energy tech firms.

**【CFO Financial Commentary】**
- FY25 Financials: $10.5M revenue (+20% YoY), 67.5% gross margin, $6.85M cash, and $0.27M net operating loss. Q4 revenue surged 105% YoY to $3.5M, driven by BLI contracts.
- FY26 Outlook: Revenue growth expected, but quarterly volatility due to DOW contract timing. Q1 FY26 revenue likely lower than Q4 FY25, with sequential growth thereafter.

**【Q&A Key Highlights】**
- **BLI Spin-off Timeline**: Expected to complete by early 2026, with no name change. BLI will maintain Spatial Core focus on DOW and enterprise markets.
- **Market Expansion**: AIA (AI-driven immersive training) set to launch with Florida university in Q1 2026. Partnerships with tech giants to integrate solutions into enterprise workflows.
- **Financial Sustainability**: Current $6.85M cash position sufficient for operations, with no immediate funding needs.
- **Customer Adoption**: Transitioning from pilot programs to full-scale deployments in education, healthcare, and corporate training.


The Glimpse Group, Inc. (VRAR) Q4 2025 Earnings Call Transcript

- **Q4 Revenue Surge Expected**: $3.2-3.8M (vs. Q3 $1.4M), driven by $4M+ DoD Spatial Core delivery.
- **Cash Flow Turnaround**: 2nd straight positive quarter; FY25 EBITDA to near breakeven vs. -$4.6M YoY.
- **Spatial Core Milestones**: U.S. Navy simulator deployment, $7M+ enterprise deal, and $4M DoD contract closure in May.
- **Valuation Action**: Considering $2M buyback amid stock undervaluation.
- **Gross Margin Expansion**: 72% in Q3, targeting 55-75% range for FY25.


**【CEO Key Highlights】**
- **Revenue Momentum**: Q3 FY25 revenue of $1.4M reflects timing delays, but Q4 is projected to reach $3.2-3.8M, driven by Spatial Core contracts with DoD entities.
- **Cash Flow Improvement**: 2nd consecutive quarter of positive cash flow ($0.13M), up from -$0.92M YoY, due to cost control and reorganization.
- **Spatial Core Breakthroughs**: 
  - Brightline to deliver $4M+ DoD contract in May 2025, marking a fundamental achievement.
  - U.S. Navy simulator deployment completed, with potential follow-on contracts.
  - New $7-figure enterprise deal confirmed, with pipeline for additional 2025 signings.
- **Valuation Concerns**: Public valuation lags intrinsic value; may consider $2M share buyback to protect stock.

**【CFO Financial Summary】**
- **Revenue Trends**: FY25 full-year revenue expected at $10-11M (15-25% YoY growth), despite divestitures.
- **Gross Margin Expansion**: Q3 margin 72% vs. 70% YoY; forward guidance of 55-75% range due to higher Spatial Core/SaaS mix.
- **Profitability**: Q3 adjusted EBITDA loss of $1M vs. $0.9M YoY; Q4 EBITDA expected positive.
- **Balance Sheet Strength**: $7M cash + $0.65M AR; no debt, clean capital structure.

**【Key Business Updates】**
- **Fortell Reality**: AI-driven training contracts expanding.
- **Sector 5 Digital**: New clients include Halliburton, Ecolab, Walmart, AT&T.
- **Glimpse Lenses**: Snap revenue growth tracking well.
- **Glimpse Learning**: Healthcare/edu software licenses signed.


The Glimpse Group, Inc. (VRAR) Q3 2025 Earnings Call Transcript

- **Historic Milestone**: First public company quarter with positive EBITDA, cash flow, and net income.
- **Revenue Growth**: Q2 FY25 revenue up 52% YoY to $3.17M, FY25 projected to exceed $11M (+25% YoY).
- **Government Contract Progress**: $6.8M equity raise, $8.5M cash, no debt; Q4 FY25 revenue expected to jump to $3.3M-$4M.
- **AI Expansion**: Simulating real-world scenarios with AI-driven avatars, targeting healthcare, education, and corporate training.
- **Operational Efficiency**: Monthly expenses under $0.9M, positive cash flow in all remaining quarters.

**【CEO Opening Remarks】**
- Achieved **first-ever positive EBITDA, cash flow, and net income** in Q2 FY25, marking a historic milestone.
- Strategic focus on **SpatialCore and AI integration** driving growth, with government contracts delayed due to Continuing Resolution (expected resolution in March 2025).
- Q3 FY25 revenue expected to decline to $1.5M-$2M (negative EBITDA), offset by Q4 FY25 with $3.3M-$4M revenue and positive EBITDA.
- Full FY25 revenue projected to exceed $11M (+25% YoY), with EBITDA breakeven vs. prior year loss.
- Raised $6.8M in equity financing, with $8.5M cash on hand and no debt.

**【CFO Financial Highlights】**
- Q2 FY25 revenue: $3.17M (+52% YoY, +30% QoQ), driven by SpatialCore and other businesses.
- Gross margin: 64% (vs. 68% Q2 FY24), stable in 60%-70% range forward.
- Adjusted EBITDA: $0.28M (vs. -$1.33M YoY), net cash flow: $0.17M (vs. -$1.68M YoY).
- FY25 cash operating expenses: <$0.9M/month, positive cash flow expected in all remaining quarters.

**【Q&A Key Takeaways】**
1. **Revenue Split**: ~40% government, 60% commercial (stable FY25, aiming to increase government share post-budget resolution).
2. **AI Integration**: Simulating real-world scenarios (e.g., doctor-patient interactions) with AI-driven avatars, expanding commercial use cases.
3. **Operating Expenses**: Stable at $0.9M/month, no immediate plans for expansion.
4. **Government Contracts**: Potential for follow-on DoD contracts in 2025, with FY25 budget delay impacting near-term opportunities.
5. **Competitive Position**: Focus on building industry standards (e.g., middleware for 3D data visualization), not direct competitor comparison.

The Glimpse Group, Inc. (VRAR)-13 Feb 25-2025 Q2 Earnings call transcript

The Glimpse Group, Inc. (VRAR)-14 Nov 24-2025 Q1 Earnings call transcript

The Glimpse Group, Inc. (VRAR) Q4 2024 Earnings Call Transcript

Glimpse Group Inc (VRAR)-15 May 24-2024 Q3 Earnings call transcript

Glimpse Group Inc (VRAR)-14 Feb 24-2024 Q2 Earnings call transcript

Glimpse Group Inc (VRAR)-14 Nov 23-2024 Q1 Earnings call transcript

Glimpse Group Inc (VRAR)-15 May 23-2023 Q3 Earnings call transcript

Glimpse Group Inc (VRAR)-14 Nov 22-2023 Q1 Earnings call transcript

Glimpse Group Inc (VRAR)-28 Sep 22-2022 Q4 Earnings call transcript

Glimpse Group Inc (VRAR)-16 May 22-2022 Q3 Earnings call transcript

Glimpse Group Inc (VRAR)-15 Feb 22-2022 Q2 Earnings call transcript

Glimpse Group Inc (VRAR)-16 Nov 21-2022 Q1 Earnings call transcript

- **Revenue Growth**: 76% YoY to $3.42M, with 50% from recurring software/services.
- **Margin Expansion**: Gross margin 57.3% (vs. 41.5% prior year), targeting 70-80% long-term.
- **Strategic Acquisitions**: 10 subsidiaries acquired, 100% accretive. Recent Auggd acquisition expands into AR for AEC sector.
- **Metaverse Play**: Building enabling tech for virtual offices, schools, and stores. Early-stage but sees long-term opportunity.
- **Financial Health**: $13M cash, no debt. Backlog of $1.5-2M in near-term projects/licenses.


**【CEO Summary Section】**
- Fiscal 2021 revenue grew 76% YoY to $3.42 million, driven by software and services (50% of total revenue) and 10 subsidiary acquisitions, including Auggd in AR for architecture/engineering/construction.
- Recurring software/SaaS revenue (licenses, subscriptions) rose 100% YoY, while non-project VR/AR software/services revenue jumped 239%.
- Gross margin improved to 57.3% (vs. 41.5% prior year), with cash-based margin at 74% (vs. 53% prior year).
- Strategic focus: diversify into high-growth VR/AR verticals (marketing, education, corporate training, Metaverse) and expand IP portfolio (4 issued patents, 9 pending).

**【CFO Financial Commentary】**
- Total revenue: $3.42M (76% YoY), with 50% from recurring software/services vs. 26% prior year.
- Operating expenses: $6.67M (16% YoY growth), but net loss narrowed 4% YoY to $6.09M.
- Cash position: $13M (after July 2021 IPO), no debt/liabilities.
- Backlog: $1.5-2M in near-term projects/licenses.

**【Q&A Highlights】**
- **Recurring Revenue**: Software/SaaS is 50% of total, up from 25% prior year. Management expects this to grow as a percentage of revenue.
- **Margins**: Gross margin improving due to higher software/services mix. Long-term target: 70-80% margins typical of software companies.
- **Acquisition Strategy**: 100% accretive acquisitions (earn-outs, equity-based). Recent Auggd acquisition expanded into Australia's AR market.
- **Metaverse Play**: Positioning as enabling technology for virtual offices, schools, and stores. Early-stage but sees long-term opportunity.
- **Customer Expansion**: 73% new customers, 27% repeat business. Focus on upselling existing customers into adjacent use cases.


Actual				-0.14		-0.4	0.07	-0.38	-1.34	-0.01	-0.04	-0.09	-0.24	-0.06	0	-0.07	0	-0.05	-0.06
Forecast									-0.14	-0.145	-0.13	-0.1	-0.08	-0.06	-0.04	-0.02	0	-0.06	-0.03
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-857.14%	+93.10%	+69.23%	+10.00%	-200.00%	0.00%	+100.00%	-250.00%	0.00%	+16.67%	-100.00%

Actual	--	--	--	2.05M	--	3.95M	2.95M	3.67M	2.90M	3.10M	2.08M	1.90M	1.70M	2.44M	3.17M	1.42M	3.50M	1.40M	1.30M
Forecast	--	--	--	--	--	--	--	--	4.00M	3.90M	1.30M	2.10M	2.00M	2.60M	3.10M	1.50M	3.60M	1.50M	2.00M
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-27.50%	-20.39%	+59.72%	-9.73%	-15.00%	-6.15%	+2.22%	-5.18%	-2.78%	-6.76%	-35.02%

GGRP

GGRP fundamentals

GGRP Q2 2026 Earnings

Earnings Call

You can ask Aime

GGRP

GGRP fundamentals

GGRP Q2 2026 Earnings

Earnings Call

GGRP Earnings Call Summary for Q2/20269:30 AM on Feb 17, 2026

GGRP Earnings Call Summary for Q1/20264:30 PM on Nov 13, 2025

GGRP Earnings Call Summary for Q4/20258:30 AM on Sep 30, 2025

GGRP Earnings Call Summary for Q3/20259:00 AM on May 15, 2025

GGRP Earnings Call Summary for Q2/20254:30 PM on Feb 13, 2025

You can ask Aime