Glimpse Group Inc (The) Stock Price, News & Analysis

The Glimpse Group (NASDAQ:VRAR) announced a six-figure contract with a New York City higher education institution to design, deploy and integrate a local Large Language Model (LLM) infrastructure.

The LLM environment will be specifically configured to run Foretell AI inside immersive and spatial computing applications and will be used across campus and community systems and programs. The company said the work supports natural interactions with AI-driven non-human virtual characters inside immersive experiences.

The Glimpse Group (NASDAQ:VRAR) reported Q1 fiscal 2026 results for the quarter ended September 30, 2025. Q1 revenue was approximately $1.40 million, down 43% YoY from $2.44 million, driven by timing of Department of War contract deliveries, U.S. government budget delays and divestitures. Gross margin was ~72% versus ~68% in FY 2025. Adjusted EBITDA loss was -$0.92 million versus -$0.46 million a year earlier. Cash and equivalents were approx. $5.56 million with $0.66 million in receivables.

Strategically, the company initiated an IPO/spin-off process for Brightline Interactive in October 2025, engaged Lucid Capital Markets, and reported an initial delivery on a multimillion annual SpatialCore contract and increasing traction for its Foretell Ai license product.

The Glimpse Group (NASDAQ:VRAR) will release Q1 fiscal 2026 financial results for the period ended September 30, 2025, after market close on Thursday, November 13, 2025.

Management will host a conference call and webcast on November 13, 2025 at 4:30 p.m. Eastern to discuss results, provide a corporate update, and take questions. Dial-in numbers, a participant access code, and a webcast link are provided for live participation.

A webcast playback will be available through November 13, 2026 and a teleconference replay through November 27, 2025 (replay numbers and passcode provided). The webcast will also be on the company IR site.

The Glimpse Group (NASDAQ:VRAR) has engaged Lucid Capital Markets and securities counsel to pursue a potential IPO/spin-off of subsidiary Brightline Interactive (BLI).

BLI's product SpatialCore provides Spatial Computing and AI-driven operational simulation middleware for the Department of War and big-data enterprises. The company said it aims to create a pure-play, standalone, well-capitalized publicly traded BLI. There is no guarantee the transaction will occur; the process has been initiated and the company said it expects the process may play out over coming months, potentially concluding in Q1 2026.

The Glimpse Group (NASDAQ:VRAR) reported strong financial results for fiscal year 2025, with revenue reaching $10.5 million, up 20% from FY24. The company achieved near break-even cash flow with a net operating cash loss of just $0.27 million, compared to -$5.2 million in FY24.

Key highlights include Q4 FY25 revenue of $3.5 million (105% YoY increase), maintained high gross margins of 67.5%, and a strong cash position of $6.85 million with no debt. The company's subsidiary, Brightline Interactive (BLI), secured multiple Department of War contracts, including a $4+ million contract for synthetic training ecosystem development and a $2+ million SpatialCore contract.

Notably, the company announced plans to spin off BLI as an independent public company to unlock shareholder value, with current Glimpse shareholders receiving shares in the new entity while maintaining their existing Glimpse holdings.

The Glimpse Group (NASDAQ:VRAR), in collaboration with Montefiore Einstein, has revealed initial results from a groundbreaking study exploring the use of Virtual Reality (VR) in teen mental health therapy. The study, conducted through Glimpse's subsidiary Foretell Reality, utilized multi-user virtual environments to facilitate art-making sessions for teenagers in outpatient psychiatric treatment.

Led by Dr. Jenny Seham under IRB protocols, the pilot study demonstrated significant improvements in emotional expression, anxiety reduction, and peer connection among participating teens. The program leverages Foretell Reality's Immersive software platform to create safe spaces for therapeutic engagement through creative expression and peer interaction.

The Glimpse Group (NASDAQ:VRAR), a provider of Immersive Technology, Spatial Computing, and AI-driven solutions, has secured a significant contract through its subsidiary Sector 5 Digital (S5D). The agreement, valued in the mid six-figure range, involves providing immersive enterprise services to one of the world's largest energy technology companies.

The Glimpse Group (NASDAQ:VRAR), a company specializing in Immersive Technology, Spatial Computing, and AI-driven software and services, has scheduled its fiscal year 2025 financial results announcement for September 30, 2025.

The company will host a conference call at 8:30 AM ET featuring management discussions and a Q&A session. The results will be released before market open, and investors can access the call via telephone or webcast. A replay will be available through September 30, 2026 on the company's IR website.

The Glimpse Group (NASDAQ:VRAR), an Immersive Technology platform company, has secured a significant NIH Small Business Technology Transfer (STTR) grant in collaboration with Yale School of Medicine, Drexel University, and NJIT. The mid-six figure project, titled "Life at 100.4," aims to develop a VR-based educational program for adolescent and young adult cancer patients.

The initiative focuses on addressing febrile neutropenia, a potentially life-threatening complication affecting cancer patients. The program will serve the approximately 90,000 adolescents and young adults diagnosed with cancer annually in the United States, utilizing virtual reality technology to enhance patient education and healthcare navigation.