The Glimpse Group, Inc. (NASDAQ:VRAR) announced on December 16, 2025 that it has secured a six‑figure contract with an unnamed New York City higher‑education institution. The agreement will provide the institution with a local large‑language‑model (LLM) infrastructure specifically configured to run Foretell AI in immersive environments across campus and community programs.
The contract is notable for its focus on immersive AI technology. The local LLM infrastructure will enable the university to deploy Foretell AI for a range of educational and research applications, allowing natural interactions with virtual characters in immersive settings. This deployment expands Glimpse’s footprint beyond its defense‑focused Spatial Core business and adds a new revenue stream to its Foretell AI portfolio.
From a strategic perspective, the deal signals Glimpse’s continued push into commercial markets. The company has been actively diversifying its revenue base, and this contract represents a tangible step into the higher‑education sector—a market that offers recurring demand for immersive learning tools. While the six‑figure value is modest relative to the company’s quarterly revenue, it demonstrates the viability of Foretell AI in a new customer segment and provides a foundation for future upsell opportunities.
Financially, the contract adds a notable, though not transformative, amount to Glimpse’s top line. With Q1 FY2025 revenue around $2.44 million and Q2 FY2025 revenue near $3.17 million, a six‑figure deal represents roughly 10–15 % of a single quarter’s earnings. The addition is therefore material enough to warrant coverage, but it does not shift the company’s overall financial trajectory at this stage.
Management emphasized the importance of the partnership. President and CEO Lyron Bentovim said the collaboration “further demonstrates our ability to seamlessly integrate AI with our immersive platforms, enabling powerful natural interactions with smart AI non‑human virtual characters in immersive environments.” The statement underscores Glimpse’s focus on AI integration and its ambition to make Foretell AI a fundamental revenue driver moving forward.
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