HomeHomeInvestorInvestor Relations
    AppApp
    INVESTOR WHITEPAPER • JANUARY 2026 LAUNCH

    GLASSBOX

    The Future of Truth-Driven News

    An AI-powered news aggregation platform delivering hyper-personalized, community-verified content in a $30B+ market growing at 17.6% CAGR.

    $16.2B
    TAM 2026
    Jan 2026
    Launch
    17.6%
    AI CAGR
    $180
    Target LTV
    01 • Market Landscape

    The $30B Opportunity

    The convergence of AI-driven news aggregation and traditional news markets presents an unprecedented growth opportunity as digital consumption accelerates.

    Total Addressable Market

    AI News Market 2030:$12.96B
    Total News Agg 2030:$22.95B

    Market Drivers

    • ✓
      AI Personalization Demand
      70%+ users prefer AI-curated feeds
    • ✓
      Smartphone Penetration
      Global mobile news consumption up 39%
    • ✓
      Trust Crisis
      Only 26% trust traditional media
    • ✓
      Subscription Model Growth
      Premium news app adoption accelerating

    The Crisis We Solve

    • 10,000+ ads/clickbait headlines daily

    • 74% distrust in media at all-time high

    • 63% overwhelmed by information overload

    02 • Revenue Model

    Multi-Stream Monetization

    45%

    Premium Subscriptions

    Ad-free experience, advanced AI tools, exclusive content

    $9.99/mo
    30%

    API & Enterprise

    Curation engine licensing to financial terminals, newsrooms

    $5K-$50K/mo
    25%

    Token Economy

    NewsCoin transaction fees, promoted content, rewards

    5-10% fees

    Revenue Mix (2028)

    Unit Economics

    Average CAC (Blended)$78
    LTV (Premium User)$180
    LTV:CAC Ratio2.3:1
    Target: 3:1 by 2027, 5:1 by 2029

    Key Assumptions

    • • 8% Freemium conversion rate
    • • 12-month average subscriber retention
    • • 25% YoY price increase elasticity
    • • 60% gross margins on subscriptions
    03 • Projections

    Path to Profitability

    Conservative estimates based on Q1 2026 launch and current market trends.

    Revenue Growth

    $3.5M
    Q4 2026 ARR
    $218.7M
    2030 ARR

    User Acquisition

    1.2M
    Q4 2026 MAU
    28.5M
    2030 MAU

    User Acquisition Costs by Channel

    Strategy: 40% Organic/ASO, 35% Paid Social, 15% Paid Search, 10% Referral

    04 • Roadmap

    5-Year Strategic Plan

    Q1 2026

    Stealth Launch

    Soft launch in 3 tier-2 cities. Beta testing, core AI refinement. Target: 50K users.

    Q2-Q3 2026

    National Rollout

    Full India launch. NewsCoin beta. Influencer partnerships. Target: 500K MAU.

    Q4 2026

    Premium & API

    Launch subscription tier. Enterprise API pilot with 3 clients. Target: $3.5M ARR.

    2027

    Global Expansion

    SEA markets (Indonesia, Philippines). NewsCoin exchange listing. Series A ($15M).

    2028

    Ecosystem

    Decentralized verification nodes. Creator economy. US/EU pilot. Target: $38M ARR.

    2030

    IPO & Market Leader

    Public offering on NASDAQ. 28.5M MAU. Establishing GlassBox as the global standard.

    Join the Future of Truth

    We're redefining how 3 billion people discover and trust information. This is not just a news app—it's the infrastructure for truth in the digital age.

    $15M
    Series A Target
    2030
    IPO Target
    28.5M
    Users by 2030