Shane Kothari's questions to GitLab Inc (GTLB) leadership • Q3 2025
Question
Shane Kothari asked about the drivers behind GitLab Ultimate reaching 48% of ARR and whether an inflection point has been reached for security and compliance feature adoption.
Answer
Co-Founder Sytse Sijbrandij attributed Ultimate's success to continuous feature enhancements, such as the new Advanced SaaS offering. He explained that integrating security directly into the workflow reduces false positives for developers and provides better context for AI, creating a powerful, compounding value proposition that drives adoption.