Casey Ryan's questions to Glimpse Group (VRAR) leadership • Q4 2025
Question
Casey Ryan asked about Brightline Interactive's (BLI) market opportunities, specifically if they are primarily defense-focused or if there's overlap with education and healthcare, and what would remain with the core Glimpse Group business. He also inquired about the expected timeframe for the BLI spin-off, the maturity of technology integration in education/commercial markets, and potential name changes for BLI.
Answer
President and CEO Lyron Bentovim explained that BLI's primary focus is the Department of Defense, with exploration into enterprises for SpatialCore, which is expected to take longer for significant revenue. Education and healthcare are less for BLI and more for other Glimpse entities, integrating immersive AI for simulation and training. He stated that the spin-off process is expected to initiate in the coming weeks, take several months, and potentially conclude early in calendar year 2026, indicating that a 12-month timeframe is too long. Bentovim noted that customers in education markets are nearing a transition from experimental use to full integration, citing a beta partnership with a leading Florida university for an AI solution launching in early 2026. He confirmed no name changes are expected for Brightline Interactive due to its established brand.