Gitlab (GTLB) Company Report

GitLab's CEO, Bill Staples, emphasized the company's unified platform, which delivers a six-month payback period and over 480% ROI in three years for GitLab Ultimate customers.
The company anticipates AI will expand its Total Addressable Market (TAM) and is launching its Duo Agent Platform later this month with a new consumption-based pricing model.
GitLab addressed investor concerns about AI reducing developer headcount, citing a survey where over 80% of customers expect headcount to remain stable or increase.
CFO James Shen noted that Q4 guidance was influenced by SMB softness, go-to-market disruption, and headwinds from the U.S. government shutdown, which affects approximately 12% of GitLab's business.
GitLab reported strong Q3 non-GAAP gross margins of 89% and significant operating margin expansion, while continuing to invest in go-to-market capacity and product innovation.

11 hours ago

Transcript

GitLab Discusses AI Strategy, Duo Agent Platform Launch, and Q4 Headwinds

GTLB

Product Launch

Guidance Update

New Projects/Investments

GitLab is launching its Duo Agent Platform later this month, which aims to accelerate the entire software development lifecycle through human-AI collaboration. This new platform will introduce a hybrid pricing model, combining existing seat-based subscriptions with a new consumption-based model using "GitLab credits".
The company reported 89% non-GAAP gross margins and has achieved over 1,500 basis points of operating margin expansion in two years. However, Q4 guidance reflects headwinds from SMB budget pressures, go-to-market disruption, and the U.S. government shutdown in Q3, which impacted its public sector business (approximately 12% of total business).
GitLab anticipates that AI will expand its Total Addressable Market (TAM) and does not expect a reduction in developer headcount, with over 80% of customers surveyed expecting headcount to remain stable or increase. The company is investing in augmenting go-to-market capacity and product innovation to drive long-term growth.

12 hours ago

Transcript

GitLab Reports Strong Q3 FY26 Results, Guides for Q4 and Full Year, and Prepares for Duo Agent Platform GA

GTLB

Earnings

Guidance Update

Product Launch

GitLab reported strong Q3 FY26 results, with revenue of $244 million, a 25% year-over-year increase, and a non-GAAP operating margin of 18%, both exceeding guidance.
For Q4 FY26, the company expects total revenue of $251-$252 million and non-GAAP operating income of $38-$39 million. Full-year FY26 revenue guidance is $946-$947 million.
The Duo Agent platform is on track for general availability in the coming weeks, which will introduce a hybrid seat plus usage-based business model for monetization.
GitLab noted persisting SMB softness and headwinds in the U.S. public sector due to a recent government shutdown, which are incorporated into its guidance.
Key customer metrics include 10,475 customers with ARR of at least $5,000 and 1,405 customers with ARR of $100,000+ (up 23% year-over-year), alongside a dollar-based net retention rate of 119%.

2 days ago

Transcript

GitLab Reports Strong Q3 FY26 Results and Positive Q4 FY26 Guidance

GTLB

Earnings

Guidance Update

Product Launch

GitLab reported Q3 FY26 revenue of $244 million, a 25% year-over-year increase, achieving a Non-GAAP Operating Margin of 18% and a Non-GAAP Adjusted Free Cash Flow Margin of 11%.
The company demonstrated continued customer expansion, reaching 10,475 Base Customers and 1,405 customers generating over $100K ARR in Q3 FY26, with a Dollar-Based Net Retention Rate of 119%.
GitLab Ultimate is a significant revenue driver, contributing 54% of total ARR as of Q3 FY26, and the company is focused on AI-native solutions and the GitLab Duo Agent Platform.
For Q4 FY26, GitLab projects revenue between $251.0 million and $252.0 million and Non-GAAP Net Income per Share between $0.22 and $0.23.

2 days ago

Presentation

GitLab Q3 2026 Earnings Call Highlights Strategic Shift and Growth Metrics

GTLB

Earnings

Product Launch

Demand Weakening

GitLab reported strong engagement growth in the first 10 months of 2025, with key activity metrics like CI pipelines and deployments up 35%-45% year over year, and usage proxies for customers paying over $5K in ARR increasing by 20%-40% annually. The GitLab Ultimate offering now constitutes 54% of total ARR.
The company's Duo Agent platform is nearing general availability in the coming weeks, signaling a strategic transition from a pure seat-based subscription model to a hybrid seat plus usage-based business model. Early expansions based on Duo Agent platform were closed in Q3 2026.
GitLab faced headwinds in Q3 2026 from the public sector (approximately 12% of ARR) due to government shutdown and DOGE effects, with these impacts expected to linger into Q4. The SMB segment (roughly 8% of ARR) also exhibited weakness, which is assumed to persist into Q4 guidance.
GitLab maintains a strong financial position with $1.2 billion in cash and investments.

2 days ago

Transcript

GitLab Reports Strong Q3 2026 Results and Updates FY26 Guidance

GTLB

Earnings

Guidance Update

New Projects/Investments

GitLab reported strong Q3 2026 results, with revenue growing 25% year over year to $244 million and a non-GAAP operating margin of 18%.
The company maintained a healthy dollar-based net retention rate (DBNRR) of 119% and saw total RPO increase 27% year over year to $1 billion.
For Q4 FY26, GitLab expects total revenue between $251-$252 million and non-GAAP operating income of $38-$39 million. Full-year FY26 revenue guidance is $946-$947 million.
GitLab's Duo Agent Platform is nearing general availability, signaling a strategic shift to a hybrid seat plus usage-based monetization model to capitalize on AI-driven expansion of its market.
The company acknowledged persistent SMB softness and the lingering impact of the U.S. government shutdown, which have been incorporated into its financial guidance.

2 days ago

Transcript

GitLab Reports Strong Q3 FY 2026 Results and Appoints New CFO

GTLB

Earnings

CFO Change

Guidance Update

GitLab reported total revenue of $244.4 million for the third quarter of fiscal year 2026, marking a 25% year-over-year increase.
The company achieved a non-GAAP operating margin of 18% and generated $27.2 million in non-GAAP adjusted free cash flow for Q3 FY 2026.
GitLab provided guidance for the fourth quarter of fiscal year 2026, expecting revenue between $251.0 million and $252.0 million, and for the full fiscal year 2026, projecting revenue between $946 million and $947 million.
Jessica Ross has been named Chief Financial Officer, effective January 15, 2026, replacing James Shen.

2 days ago

8-K

GitLab discusses CFO transition, operational improvements, and strategic direction at conference

GTLB

CFO Change

New Projects/Investments

Revenue Acceleration/Inflection

GitLab's CFO, Brian Robins, is departing, with James Shin appointed as Interim CFO effective September 19th.
The company has demonstrated significant operational improvements, reducing financial close time from 20 days to 4 days and improving forecast accuracy from 78% to less than a percent.
GitLab exhibits strong customer retention and expansion, with gross retention rates being top quartile and the 2016 customer cohort growing over 100x in ARR in 10 years.
GitLab is evolving its pricing model to a hybrid approach, maintaining a seat-based core while introducing a consumption-based component for AI features.
The company has generated approximately $150 million of free cash flow year-to-date for the first two quarters and is strategically investing in sales and marketing R&D, particularly in AI and security.

Sep 11, 2025, 3:00 PM

Transcript

GitLab Announces CFO Transition and Operational Achievements

GTLB

CFO Change

Revenue Acceleration/Inflection

New Projects/Investments

Brian Robins, GitLab's outgoing Chief Financial Officer, will depart on the 19th, with James Shin named Interim CFO.
GitLab achieved 29% growth last quarter and has significantly improved its financial operations, reducing the book close time from 20 days to four days and improving forecast accuracy from 78% to less than one percent.
The company demonstrates strong customer retention and expansion, with gross retention rates in the top quartile and older customer cohorts expanding at the same rate as newer ones, exemplified by the 2016 cohort growing 100x in ARR in 10 years.
GitLab is evolving its product strategy, with GitLab Dedicated growing 92% year over year and the Ultimate product comprising 53% of total ARR , while also introducing a consumption-based pricing model for AI features alongside its core seat-based model.

Sep 11, 2025, 3:00 PM

Transcript

GitLab Discusses Financial Performance, Product Growth, and AI Strategy

GTLB

CFO Change

New Projects/Investments

Revenue Acceleration/Inflection

GitLab's Chief Financial Officer, Brian Robbins, is departing, with James Shin to be named Interim CFO on September 19th.
The company reported 29% growth last quarter and achieved its best churn and contraction rates in three and a half years.
GitLab's Ultimate product now constitutes 53% of total ARR, and its GitLab Dedicated offering has seen 92% year-over-year growth.
GitLab is implementing a hybrid pricing model for AI, combining its seat-based core model with a new consumption-based approach for AI features, rather than a full shift to consumption.
The company is significantly investing in sales and marketing R&D, focusing on AI, security, SCM, CI, and CD, to leverage a $40 billion Total Addressable Market.

Sep 11, 2025, 3:00 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for Gitlab.

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