GTLB
GitLab Inc.38.10
-0.49-1.27%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
Q&A details cohorts, DAP pricing hurdles
Q&A reinforced the FY'27 growth playbook but quantified headwinds: price-sensitive cohort (20% ARR) and PubSec (12% ARR) stayed soft, with DBNR set to dip slightly before stabilizing amid mid-market/SMB pressure. Management unpacked Duo Agent Platform pricing—$12 credits per Premium seat, $24 per Ultimate, $1 on-demand—and flagged 6-month upgrade lags for 70% self-managed revenue base, tempering FY'27 contribution. Security moat clarified as production certification, complementary to Claude-like authoring tools. Enterprise $100k+ cohorts grew 18-26% YoY. GTM ramps Q3 for acceleration. Watch DAP adoption and sales capacity.
Key Stats
Market Cap
6.42BP/E (TTM)
-Basic EPS (TTM)
-0.28Dividend Yield
0%Recent Filings
8-K
GitLab FY26 results, $400M buyback
GitLab reported FY2026 revenue of $955.2M, up 26% YoY, with non-GAAP operating margin at 17% and adjusted free cash flow of $219.6M. Board approved $400M Class A share repurchase on March 2, funded by cash and operations. Guides Q1 FY2027 revenue to $253-255M. Repurchases flexible, at board's discretion.
8-K
CTO appointment; guidance reaffirmed
8-K
CTO Farmer resigns
GitLab's CTO Sabrina Farmer resigned effective January 9, 2026, after giving notice on December 30, 2025, with no disagreements over operations. A January 5 separation agreement provides her base salary through January 31, 2026, for as-needed advising and a full claims release. Leadership transition smooth. Separation details in upcoming 10-K.
10-Q
Q3 FY2026 results
GitLab posted Q3 FY2026 revenue of $244.4M, up 25% y/y from $196.0M, with subscription revenue surging 27% y/y to $223.3M on self-managed and SaaS strength; gross margin slipped to 87% from 89% amid higher hosting costs. Operating loss narrowed to $12.4M from $28.7M y/y, yet net loss of $8.8M reflected $6.3M other expense (foreign exchange and JiHu tax). Cash from operations hit $187.1M YTD; $1.2B in cash and short-term investments, no debt. Revenue steady across U.S. (82%), Europe, and APAC. Intense competition threatens market share.
8-K
Q3 beat, new CFO named
GitLab posted Q3 FY2026 revenue of $244.4M, up 25% year-over-year, with non-GAAP operating margin hitting 18% and adjusted free cash flow at $27.2M. Jessica Ross joins as permanent CFO on January 15, 2026, succeeding interim leader James Shen, who shifts to VP Finance; her package includes $505K base, 75% target bonus, $150K sign-on, and $15M RSUs. Q4 revenue guided to $251-252M. Leadership stabilizes finance amid growth.
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