Glance Unicorn
Glance: Business Model Canvas
The nine-block Business Model Canvas, filled in only where a public source states it — empty blocks mean we haven't found a citable fact yet, not that the answer is zero.
Value Propositions
Delivers news, sports, gaming and shopping content directly on the Android lock screen with a single tap, before the user unlocks the phone.
sourceGlance AI lets users upload a selfie and see photorealistic renderings of themselves wearing items from 400+ brands (powered by Google's Imagen 4), then buy directly from the screen.
sourceLeverages roughly 70 daily phone unlocks and ~25 minutes/day of user attention on the lock screen to give advertisers high-impression, high-CTR placements.
sourceCustomer Segments
Reaches 450M+ Android devices globally (mid-2025, per Forbes India) across India, Southeast Asia and Japan, spanning news, sports, gaming and shopping interest segments.
sourceBrands such as American Tourister, Pizza Hut, Swiggy and Fossil run awareness/performance campaigns on the Glance smart lock screen via InMobi's ad platform.
sourceGlance AI launched as an opt-in lock-screen feature and standalone app reaching an estimated 50 million Samsung Galaxy devices in the US.
sourceCustomer Relationships
Brand advertisers run measured awareness/performance campaigns (CTR, brand recall, engagement uplift) on Glance inventory managed through InMobi Advertising.
sourceContent and recommendations are algorithmically personalized and refreshed automatically on the lock screen without requiring active user setup.
sourceChannels
Pre-installed as a lock-screen feature on Android phones from Samsung, Xiaomi, Oppo, Vivo and Realme.
sourceAvailable worldwide on the Google Play Store and Apple App Store, with deeper OEM/telecom integrations rolling out.
sourceGlance and Samsung Galaxy Store partnered to launch the AI shopping experience for Samsung users in the US.
sourceKey Activities
Continuously curates and personalizes news, sports, entertainment and gaming content shown on users' lock screens.
sourceRuns influencer- and celebrity-led live-commerce shopping events, built out after the Shop101 acquisition.
sourceSells and manages performance/awareness ad campaigns for brand advertisers on Glance's lock-screen inventory.
sourceKey Resources
Built on InMobi Group's AI/ML and mobile ad-tech infrastructure to curate and rank lock-screen content and ads in real time.
sourceDirect OEM pre-installation gives Glance reach across 450M+ Android devices globally, per Forbes India.
sourceGlance AI's visual try-on commerce experience is built on Google DeepMind's Imagen 4 image-generation model.
sourceKey Partnerships
Device-maker partnerships give Glance default, pre-installed distribution on the Android lock screen.
sourceGoogle is both an investor (2020 round) and a technology partner, supplying the Imagen 4 model behind Glance AI's visual commerce.
sourceJio Platforms invested $200 million in Glance in 2022 and integrated Glance's lock screen on JioPhone Next devices.
sourceRevenue Streams
Advertising is Glance's largest revenue stream, historically around 55% of overall revenue (about 76% of FY23 operating revenue per Entrackr).
sourceCommerce — via Shop101-powered influencer/live shopping — contributes roughly 45% of overall revenue.
sourceCost Structure
₹444 crore in FY24 (including ₹71.4 crore of non-cash ESOP cost), Glance's largest single cost line.
source₹436 crore in FY24, spent on user acquisition, brand building and commerce marketing.
source₹200 crore in FY24, tied to the live/social-commerce business inherited from Shop101.
sourceFAQs on Glance
What is Glance's business model?
Glance's core value proposition centers on "Screen zero" engagement without unlocking or installing an app, AI-native, photorealistic try-on shopping, High-frequency ad inventory for brands.
How does Glance make money?
Glance's cited revenue streams include Advertising, Commerce (social/live commerce).