Gloo Holdings, Inc.

Good day, and thank you for standing by. Welcome to the GLUE fiscal third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you'll need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To answer your question, please press star 11 again. Please be advised that today's conference is being recorded. I would now like to turn the conference over to Oliver Rowe, Chief Marketing and Communications Officer. Please go ahead.

Thank you, Operator, and thank you to all of you for joining our fiscal third quarter 2025 earnings conference call. We will be discussing Glue's performance for the third quarter, ended October 31st, 2025. as well as providing guidance for the fiscal fourth quarter 2025 and fiscal year 2026. Joining me on today's call are CEO and co-founder Scott Beck and CFO Paul Siemens. Our board chair and head of technology, Pat Gelsinger, will also join the Q&A session. Before we begin, please be reminded that this call will contain forward-looking statements. which are based on Blue's current expectations, but which are subject to risks and uncertainties relating to future events and or the future financial performance of Blue. Actual results could differ materially from those anticipated in these forward-looking statements. A discussion of some of the risks that could cause actual results to differ materially from our forward-looking statements can be found in today's press release and elsewhere in our filings with the Securities and Exchange Commission, including our prospectus dated November 18th, 2025, and our subsequent quarterly report on Form 10Q that we expect to file later this week. Both will be available on Glu's Investor Relations website at investors.glu.com and the SEC's website. In addition, during today's call, we will discuss certain non-GAAP financial measures. Reconciliations of these non-GAAP metrics to the most directly comparable GAAP metrics, as well as the definitions of each measure, their limitations and our rationale for using them are included in today's press release and in our Form 10Q. And now I'll turn the call over to Scott.

Thanks, Oliver. And thank you all for joining us today for our first earnings call as a public company. Q3 has been a solid start to this next chapter of our journey. Revenue grew 432% year over year and 101% compared to Q2. This reflects strong demand across our platform and meaningful growth through acquisitions that have strengthened our business and expanded our capabilities. We also delivered sequential adjusted EBITDA improvement, and we expect additional EBITDA improvement in Q4, and we expect the pace of that improvement to accelerate beginning in Q1, 2026. We are executing our growth plan and expect revenue in excess of $180 million in fiscal year 2026. we're committed to achieving positive adjusted EBITDA by the end of Q4 2026. Because this is our first earnings call as a public company, I'd like to take a few minutes to provide an overview of Glue, our mission, the value we deliver, and our strategy for long-term growth. Glue is building the leading technology platform that connects and serves the faith and flourishing ecosystem. This ecosystem is one of the oldest, largest, and most resilient in the world, yet one that remains highly fragmented and significantly underserved by modern technology. Let me briefly describe the two core parts of this ecosystem. You'll hear us refer to them often. First, there are churches and frontline organizations Actually, there are more than 315,000 churches in the United States and over 100,000 other not-for-profit organizations serving people and communities on critical social issues, such as recovery, anti-human trafficking, and many more. Second, there are network capability providers, the organizations that develop the tech, content, solutions, and services that equip those churches and the frontline practitioners. Importantly, Glue serves both sides of this ecosystem. The Glue platform includes technology infrastructures, advertising tech, marketing services, and consulting solutions. Glue also has a marketplace for churches and ministries. All of this is offered directly by us and by our subsidiaries, which we refer to as Glue Capital Partners. Additionally, values-aligned AI capabilities are embedded across the Glue offering, ensuring that AI can be harnessed for good, helping people flourish and communities thrive. Our platform benefits from a powerful flywheel effect. the platform becomes more valuable to churches and frontline leaders every time a new network capability provider joins. And as more churches and frontline leaders engage on the platform, the distribution opportunities become more valuable to network capability providers. This mutually reinforcing model strengthens the network effects and increases the platform's stickiness over time. Becoming a public company helps us accelerate this flywheel, giving us greater ability to invest in both organic growth and strategic acquisitions. As we've announced, we've recently closed two new acquisitions. First is Igniter, a 15-year-old media innovator that serves over 10,000 churches with content and media subscriptions. The second is XRI Global, a leader in AI, delivering advanced voice and language translation tech. I'll also note that since our IPO, the pipeline and the pace of our M&A opportunities has increased. Through acquisitions, we bring the best-in-class network capability providers into Glue as capital partners, which expands our offerings, deepens the value of our platform, and further reinforces the flywheel as we scale. For example, earlier this year, we acquired Masterworks, a leading ad tech, marketing, and fundraising company. They help organizations grow their impact, accelerate their mission, and deepen donor relationships. Today, we are also expanding Super excited to announce our definitive agreement to acquire Westfall Gold, a leader in major donor engagement. This latest planned acquisition is another powerful example of our flywheel in action. Westfall Gold will deepen our role in helping organizations build sustainable, mission-aligned funding models. They provide donor development capabilities for nonprofit organizations engaging high capacity and high impact donors. They do this with data-driven insights and world-class donor experiences. This is particularly significant because donor management is the very heart of the faith and flourishing ecosystem. Together with Masterworks, this extends our core competencies in the central economic engine of this ecosystem. increasing donations. Masterworks and Westfall Gold, with decades of proven success, also create significant cross-sell and upsell opportunities with one another, as well as with our Barna and Glue360 offerings. We expect the acquisition to contribute approximately $20 million in revenue in fiscal year 2026 and contribute positive 2026 EBITDA as well. We intend to close this transaction before our fiscal year end on January 31st, 2026. Now I'd like to turn to our AI strategy. Glue is developing vertical specific values aligned AI. It's designed to serve the unique needs of the faith and flourishing ecosystem. As I mentioned earlier, This quarter, we expanded our AI capabilities through the acquisition of XRI Global. XRI has pioneered advanced voice AI and multilingual technologies that engage people across thousands of languages, including low-resource languages that most AI models can't serve. This acquisition significantly strengthens our AI stack It also increases the revenue opportunities for Glue AI and Glue 360, a few of our subscription-based enterprise offerings. As we advance these capabilities, we're also building and equipping a broader community of developers to innovate on top of the Glue platform. The developer response has been strong. This year, Glue AI Hackathon brought together more than 700 developers to create faith-aligned AI applications leveraging our platform. We continue to take a leadership role in shaping AI for good. This includes developing a comprehensive benchmarking framework so that developers and organizations can measure how the leading large language models perform in accordance with the seven dimensions of human flourishing. Earlier this week, we introduced the Flourishing AI Christian Benchmark, a new tool that provides insights into how various models support the Christian worldview. Overall, we've seen good customer momentum across both sides of the ecosystem, churches and frontline organizations, and the network capability providers who serve them. So far in 2025, we have secured 20 customers that will contribute over a million dollars in annual contract revenue, and we expect this pace to accelerate in 2026. Notable engagements include a multifaceted, multi-year enterprise-level engagement with American Bible Society for both Blue 360 and Masterworks. Glue 360 will support their technology infrastructure to enhance reliability, scalability, and long-term efficiency. Masterworks will serve as their mass fundraising and marketing agency, supporting their brand vision and revenue growth objectives. We're also very excited to announce a new initiative to develop the world's first biblically aligned AI with YouVersion. as a key partner. Working with YouVersion, who recently reached 1 billion installs across the family of Bible apps, will ensure this becomes a trusted tool for users worldwide. This will combine machine learning with centuries of biblical wisdom to help engage with scriptures safely, deeply, and accurately. Other customer wins in Q3 include expanded agreements with Biblica, United Way of Greater Atlanta, and Project Rescue. Looking ahead, our long-term ambition is to extend our position as the trusted infrastructure for technology-enabled impact across the faith and flourishing ecosystem. We remain committed to harnessing technology for good so that we can serve those who serve, and through them, more people can flourish, and organizations and communities can thrive. Paul will now take you through Q3 results in more detail, cover our guidance for Q4, and provide preliminary growth and profitability metrics for 2026. Paul, over to you.