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1. Company Snapshot

1.a. Company Description

The Glimpse Group, Inc., a virtual reality (VR) and augmented reality (AR) platform company, provides enterprise-focused software, services, and solutions in the United States.It offers QReal, a software that creates and distributes photorealistic 3D and AR content; Adept XR Learning, which provides higher education learning and corporate VR training solutions; PostReality, a cloud-based software as a service solution that enables users to create AR presentations; and XR Platform, a cloud-based, scalable and secure backend infrastructure, including proprietary cloud image recognition technology, online storage, creation and management of subscription plans, and invoicing and payments designed for VR/AR companies.The company also provides D6 VR, a VR-based, analysis, presentation, and education software platform; Immersive Health Group, a digital health platform that leverages VR/AR technology to simplify and streamline complex healthcare challenges in scale; Foretell Reality, an enterprise-grade and easy-to-use solution for meeting others in VR; and Early Adopter, which offers immersive VR and AR EdTech solutions for K-12 schools and pediatric hospital programs.


In addition, it offers AUGGD that provides AR software and services primarily for the architecture, engineering, and construction industries; Glimpse Turkey for developing and creating web optimized 3D models, primarily for QReal; and custom specialized AR applications, and white label solutions and services.Further, the company provides Pagoni VR that offers VR video broadcasting solutions, which consists of Chimera that enables real-time communications between a presenter, and local and remote attendees in VR to universities, enterprise, entertainment venues, sports venues, and houses of worship.The company was incorporated in 2016 and is headquartered in New York, New York.

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1.b. Last Insights on VRAR

The Glimpse Group's recent performance was driven by a solid Q3 fiscal year 2025 earnings release, which included a 25% decrease in revenue compared to the same period last year. However, the company's positive cash flow for the second consecutive quarter is a notable achievement. Additionally, the successful delivery of the first Brightline Immersive Simulator System to the U.S. Navy marks a significant milestone in the adaptation of immersive technologies for the military. This project demonstrates the company's ability to execute on large-scale contracts and expand its presence in the defense sector.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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The Glimpse Group, Inc. (VRAR) Q1 2026 Earnings Call Transcript

Nov -14

Source: seekingalpha.com

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The Glimpse Group Reports Q1 Fiscal Year 2026 Financial Results

Nov -13

Source: accessnewswire.com

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The Glimpse Group to Announce Q1 Fiscal Year 2026 Financial Results On Thursday, November 13, 2025 at 4:30pm Eastern Time

Nov -07

Source: accessnewswire.com

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The Glimpse Group Launches IPO/Spin-Off Initiative For Brightline Interactive

Oct -27

Source: accessnewswire.com

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Promising Virtual Reality Stocks To Watch Now – October 17th

Oct -19

Source: defenseworld.net

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

Sep -30

Source: seekingalpha.com

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The Glimpse Group Reports Fiscal Year 2025 Financial Results

Sep -30

Source: accessnewswire.com

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The Glimpse Group, In Partnership with Montefiore Einstein, Unveils Groundbreaking VR Study for Teen Mental Health

Sep -24

Source: accessnewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.52%)

6. Segments

Software Services

Expected Growth: 4.5%

The 4.5% growth of Software Services from The Glimpse Group, Inc. is driven by increasing demand for digital transformation, adoption of cloud-based solutions, and growing need for cybersecurity. Additionally, the company's focus on innovation, strategic partnerships, and expanding customer base contribute to its growth momentum.

Software License/Software as a Service

Expected Growth: 4.8%

The Glimpse Group, Inc.'s 4.8% growth in Software License/Software as a Service is driven by increasing demand for cloud-based solutions, expansion into new markets, and a growing customer base. Additionally, the company's focus on innovation, strategic partnerships, and competitive pricing strategies have contributed to its growth momentum.

7. Detailed Products

Glimpse AI

An AI-powered analytics platform that provides real-time insights and predictive analytics to help businesses make data-driven decisions.

Glimpse Insights

A market research platform that provides actionable insights and trends analysis to help businesses stay ahead of the competition.

Glimpse Social

A social media analytics platform that provides real-time monitoring and analytics to help businesses track their online presence and reputation.

Glimpse CX

A customer experience platform that provides real-time feedback and analytics to help businesses improve their customer experience.

8. The Glimpse Group, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for The Glimpse Group, Inc. is moderate due to the availability of alternative products and services in the market.

Bargaining Power Of Customers

The bargaining power of customers is high for The Glimpse Group, Inc. due to the presence of a large number of customers and the availability of alternative products and services.

Bargaining Power Of Suppliers

The bargaining power of suppliers is low for The Glimpse Group, Inc. due to the presence of a large number of suppliers and the availability of alternative sources of supply.

Threat Of New Entrants

The threat of new entrants for The Glimpse Group, Inc. is moderate due to the presence of barriers to entry and the availability of resources and capabilities.

Intensity Of Rivalry

The intensity of rivalry for The Glimpse Group, Inc. is high due to the presence of a large number of competitors and the availability of alternative products and services.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 6.88%
Debt Cost 3.95%
Equity Weight 93.12%
Equity Cost 14.52%
WACC 13.80%
Leverage 7.39%

11. Quality Control: The Glimpse Group, Inc. passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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OneSpan

A-Score: 5.3/10

Value: 6.0

Growth: 6.6

Quality: 8.8

Yield: 2.0

Momentum: 5.0

Volatility: 3.3

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Glimpse Group

A-Score: 4.8/10

Value: 7.4

Growth: 6.6

Quality: 4.5

Yield: 0.0

Momentum: 10.0

Volatility: 0.3

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Kaltura

A-Score: 4.3/10

Value: 6.9

Growth: 5.6

Quality: 5.2

Yield: 0.0

Momentum: 6.0

Volatility: 2.3

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Bakkt Holdings

A-Score: 4.3/10

Value: 8.4

Growth: 3.7

Quality: 3.9

Yield: 0.0

Momentum: 9.5

Volatility: 0.0

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Cerberus Sentinel

A-Score: 3.4/10

Value: 7.6

Growth: 3.3

Quality: 2.8

Yield: 0.0

Momentum: 6.5

Volatility: 0.3

1-Year Total Return ->

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Veritone

A-Score: 3.3/10

Value: 6.6

Growth: 3.3

Quality: 3.5

Yield: 0.0

Momentum: 6.5

Volatility: 0.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

72445.17$

Current Price

1.1$

Potential

6585824.56%

Expected Cash-Flows