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GitLab Inc. is a global software company specializing in DevOps solutions. It provides a comprehensive platform that enables customers to manage their software development lifecycle efficiently. GitLab sells subscriptions to its platform through self-managed and SaaS models, along with licenses and professional services.
- Subscription—self-managed and SaaS - Offers access to GitLab's platform for managing software development lifecycle, available in both self-managed and cloud-based SaaS models.
- License—self-managed and other - Provides licenses for self-managed use of GitLab's platform and other related offerings.
- Professional services and other - Delivers consulting and support services to help customers optimize their use of GitLab's platform.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Sytse Sijbrandij ExecutiveBoard | Executive Chair of the Board of Directors | Sytse Sijbrandij co-founded GTLB and served as CEO from September 2014 until his resignation on December 5, 2024. He currently leads as the Executive Chair of the Board of Directors since December 5, 2024 and has also served as Chair of the Board since March 2021. | ||
William Staples ExecutiveBoard | Chief Executive Officer | William Staples has served as the CEO of GitLab Inc. since December 5, 2024. He brings over 30 years of leadership experience from roles at Microsoft, Adobe, and New Relic. | View Report → | |
Brian Robins Executive | Chief Financial Officer (CFO) | Brian Robins is the Chief Financial Officer (CFO) at GTLB since October 2020. He has extensive financial leadership experience from previous roles including CFO positions at Sisense Ltd., Cylance Inc., and AlienVault, showcasing his expertise in technology-driven companies. | ||
Robin J. Schulman Executive | Chief Legal Officer and Corporate Secretary | Board Observer at a private biotech company (since 2021) ; Board Member at The Ocean Conservancy (since March 2022) | Robin J. Schulman has served as Chief Legal Officer and Corporate Secretary at GTLB since December 2019 and as Head of Corporate Affairs since January 2022, demonstrating significant expertise in legal and corporate governance. | |
Sabrina Farmer Executive | Chief Technology Officer (CTO) | Sabrina Farmer is the Chief Technology Officer at GitLab Inc. since January 18, 2024. Previously, she held executive roles at Google (Alphabet Inc.) where she was responsible for core infrastructure and engineering. | ||
David Henshall Board | Class I Director | HashiCorp; Blackline Systems, Inc.; Aspen Technology, Inc.; Feedzai | David Henshall is a seasoned leader with extensive experience as CEO and CFO at Citrix and other companies, and he currently serves as a Class I Director and Audit Committee member at GitLab effective March 3, 2025. | |
Godfrey Sullivan Board | Lead Independent Director | Board Member at CrowdStrike, Inc.; Board Member at Marqeta, Inc. | Godfrey Sullivan is the Lead Independent Director at GitLab since March 2021 and has served on the board since January 2020. He brings extensive leadership experience from prior CEO roles at Splunk Inc. and Hyperion Solutions, and he holds active board memberships at CrowdStrike, Inc. and Marqeta, Inc.. | |
Karen Blasing Board | Member of the Board of Directors | Member of the Board of Directors at AutoDesk, Inc. (since March 2018) ; Member of the Board of Directors at Zscaler, Inc. (since January 2017) | Karen Blasing serves as a Member of the Board of Directors at GTLB since August 2019 and is the Chair of the Audit Committee. She is recognized as an audit committee financial expert with extensive financial leadership experience, having previously served as CFO at Guidewire Software and held board roles at AutoDesk and Zscaler. | |
Matthew Jacobson Board | Director | Partner at ICONIQ Capital; Board Member at Datadog, Inc.; Chairman of the Board at Collibra NV; Board Member at BambooHR LLC; Board Member at Orca Security Ltd.; Board Member at RealtimeBoard Inc. (dba Miro); Board Member at Relativity ODA LLC | Matthew Jacobson has served as Director at GTLB since August 2018 and holds key board committee roles including Chair of the Nominating and Corporate Governance Committee. | |
Merline Saintil Board | Board Member at GTLB | Lead Independent Director and Chair of the Compensation Committee at Rocket Lab; Board Member and Chair of the Nominating and Governance Committee at Symbotic; Board Member and Chair of the Nominating and Governance Committee at Evolv Technology Holdings, Inc.; Board Member at TD SYNNEX Corporation | Merline Saintil has been a board member at GTLB since November 2020 and serves on the Compensation and Leadership Development Committee. She has extensive leadership experience from roles at Change Healthcare Inc., Intuit Inc., and Yahoo! Inc.. | |
Sue Bostrom Board | Member of the Board of Directors | Board Director at SingleStore (since October 2022) ; Board Director at Samsara (since March 2021) ; Board Director at Outreach (since March 2020) ; Board Director at ServiceNow (since July 2014) | Sue Bostrom has served as a board director at GTLB since April 2019, including roles as Chair of the Compensation and Leadership Development Committee and member of the Nominating and Corporate Governance Committee. She brings extensive experience from executive leadership roles and holds active board positions at several other technology companies. | |
Sundeep Bedi Board | Director on the Board of Directors | Chief Information Officer and Chief Development Officer at Snowflake Inc. | Sundeep Bedi has served as a Director on the Board at GTLB since August 2021 and also serves on the audit committee. Previously, he has been the Chief Information Officer and Chief Development Officer at Snowflake Inc. since January 2020 and held leadership roles at Nvidia Corp. from February 2008 to January 2020. | |
Mark Porter | Mark Porter served as a Class III director and Audit Committee member at GitLab Inc. from December 13, 2022 until his resignation on April 12, 2024. He has held various senior technology roles at companies such as MongoDB, Inc. and Amazon Web Services. |
- How do you plan to address unforeseen risks in the public sector pipeline under the new administration, especially given that public sector deals currently comprise about 12% of your total ARR and your guidance assumes no changes at this time.
- Can you elaborate on the specific assumptions underlying your FY '26 guidance regarding the incremental pricing benefits, and how do you plan to sustain non-GAAP margin expansion amid a cautious spending environment ?
- With competitors like GitHub Copilot and new entrants advancing in the Code gen space, what concrete measures will you take to defend Duo Enterprise’s unique positioning and ensure its long-term differentiation ?
- Considering the significant investment in sales capacity and the reported 1,000 basis points improvement in operating margins, how will you balance continued growth investments with maintaining operating leverage in an unpredictable market ?
- Given that Dedicated grew over 90% YoY and is driving Ultimate upgrades among large customers, what specific strategies are in place to maintain this momentum and convert more large self-managed customers to your single-tenant SaaS offering ?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
The company identifies this competitor as the principal rival in the DevSecOps platform space, owning GitHub. GitLab differentiates itself through value delivery across the software delivery lifecycle, integrated security and compliance, AI integration, cloud agnosticism, an open-core business model, and scalability for enterprise workloads. | |
The company competes with this provider in various stages of the software development lifecycle, including code hosting, code collaboration services, file storage, distribution services, and AI. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Rezilion Inc. and Rezilion Ltd. | 2024 | Completed on May 23, 2024, GitLab’s asset acquisition for approximately $7.3 million in cash secured developed technology valued at $7.7 million (including $0.4 million in acquisition-related costs) with an estimated useful life of three years; the deal strategically enhances GitLab’s software security by enriching vulnerability risk data, adding auto-remediation, and extending runtime vulnerability reachability, while also integrating select Rezilion employees. |
Oxeye Security Limited | 2024 | Completed on March 20, 2024, the acquisition involved a total consideration of $20.33 million (with $16.737 million in cash at closing, $3.593 million held in escrow, and a $3.2 million holdback arranged in three tranches linked to performance and continued employment); this move strategically strengthens GitLab’s integrated security scanning and vulnerability management capabilities by acquiring cloud-native application security and risk management solutions along with developed technology and associated goodwill. |
Recent press releases and 8-K filings for GTLB.
- GitLab reported fiscal 2025 performance with revenue growing 31% YoY and strong Q4 billings, emphasizing enhanced product integration and execution.
- The call highlighted advancements in its platform, including the launch of an AI-driven product (Duo Workflow) and robust CI/CD, security, and Dedicated single-tenant SaaS offerings.
- A significant CEO change was noted, with Bill Staples assuming the role as Sid transitions to Chairman due to health concerns, alongside adjustments in pricing and sales incentive strategies.
- New CEO William Staples highlighted his 30-year background in developer tools and emphasized his commitment to GitLab's transparent, remote-first culture, setting the tone for his leadership.
- The company’s distinctive culture—with over 2,000 team members across 65 countries—remains a core strength, with initiatives to engage employees through direct feedback and transparent communication.
- FY '26 objectives focus on winning new customers, driving customer value, and delivering high-quality product innovations, including the launch of Dedicated SaaS and the Duo product suite (with Duo Workflow entering private beta and public beta in summer).
- The announcement of new Chief Revenue Officer Ian Steward signals a refined go-to-market strategy aimed at scaling operations and further accelerating growth beyond the $1 billion mark.
- Q4 FY25 Revenue hit $211.4 million (up 29% YoY) and FY25 revenue reached $759.2 million (up 31% YoY) .
- FY26 Guidance: Q1 revenue expected between $212–$213M; full-year revenue forecast at $936–$942M with non‐GAAP operating income between $109–$114M ,.
- Recorded a record non‐GAAP operating margin of 18% in Q4 alongside operating cash flow of $63.2M .
- Adjusted free cash flow for FY25 rose 259% to $120M .
- Strong customer performance with 1,229 customers generating >$100K ARR and a 123% dollar‐based net retention rate .
- Key management updates: Ian Steward named CRO (effective May 3, 2025) and David Henshall joined the board .
- Q3 performance was strong with 31% YoY revenue growth and 91% non-GAAP gross margins, indicating effective margin expansion and cost management.
- The call confirmed no change to the existing pricing model, with a workflow product in private beta expected by winter that may include a consumption component.
- GitLab’s public sector segment (about 12% of the business) delivered its best quarter ever, alongside increasing larger upmarket customer deals.
- A leadership update was announced with Bill Staples appointed as CEO, leveraging his experience from Microsoft, Adobe, and New Relic as founder Sid transitions to Executive Chairman due to health reasons.