Gloo Holdings Inc (NASDAQ: GLOO) is a faith-sector technology company that operates a platform connecting nonprofit Christian organizations (NCPs) and churches and faith-based leaders (CFLs) with software, advertising, and operational services. Revenue comes from subscription fees, advertising placements, marketplace transactions, and services delivered through Gloo Capital Partners, a group of acquired operating businesses. Gloo's two primary customer segments are NCPs, which purchase enterprise technology and advertising solutions, and CFLs, which access tools through Gloo Workspace on self-service or premium subscription terms. Key products include Gloo 360, a subscription IT modernization offering for NCPs, and Gloo Workspace, a suite of AI-powered content and communication tools for CFLs. Gloo Capital Partners, including Masterworks, Westfall Group, Barna, and Outreach, deliver donor media, major-donor fundraising, research, and marketplace goods to these same customer segments. The company's 10-K filed April 15, 2026 discloses a going concern basis of preparation, signaling material uncertainty about its ability to continue operations.

Revenue model

Gloo generates revenue through three streams disclosed in its FY2025 10-K: subscription fees (Gloo 360 for NCPs, Gloo Workspace for CFLs), platform revenue including marketplace sales of physical and digital goods through Outreach and advertising fees earned from faith-based and select secular advertisers via the Gloo Media Network, and services revenue from Gloo Capital Partners covering donor media campaigns, major-donor fundraising events, and research. Marketplace revenue carries seasonal concentration in Q1 and Q4 tied to Easter and Christmas purchase volumes.

Products and services

Gloo 360: subscription-based IT modernization and AI infrastructure platform for NCPs, delivered with forward-deployed engineering talent. Gloo Workspace: subscription suite of AI-powered content creation, congregation communication, and ministry tools for CFLs, including Content Studio. Gloo Media Network: advertising technology connecting faith-based and secular advertisers to Christian audiences. Masterworks: donor media execution and campaign services. Westfall Group: major donor engagement, events, and fundraising. Barna: audience research and messaging insights. Outreach: e-commerce marketplace for books, banners, curricula, assessments, and digital goods consumed by CFLs.

Customers and end markets

Two primary customer types: NCPs (nonprofit Christian organizations such as parachurch ministries and denominations) that purchase enterprise technology, advertising, and fundraising services; and CFLs (churches and faith-based leaders) that purchase workspace software and marketplace goods. End market is the U.S. faith sector, which Gloo's 10-K cites at over $265 billion in revenue for faith-based organizations in 2025 per Kentley Insights, up from $245 billion in 2024, with donations constituting the majority of economic activity.

Value-chain role

Gloo sits between faith-sector software vendors and operational service providers on one side and churches and nonprofit Christian organizations on the other. It acts as a platform aggregator and managed-service operator, assuming technology operations previously performed internally by customers, applying agentic AI to workflows, and distributing NCP offerings to CFLs. Gloo Capital Partners function as captive service and distribution subsidiaries within this model.

Source: SEC 10-K, filed 2026-04-15

Industry: Services-Computer Processing & Data Preparation