Revenue segments as reported by the company.

Subscription—self-managed and SaaS

License—self-managed and other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales and marketing

Research and development

General and administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

GitLab

Gitlab, Inc. provides code hosting and collaboration platform services. It offers continuous integration, source code management, out-of-the-box pipelines, agile development, and value stream management. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2014 and is headquartered in San Francisco, CA.

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

GitLab reports robust Q1 performance driven by AI innovation

GTLB's Q1 performance showcased strong revenue growth and non-GAAP profitability, driven by the incorporation of AI throughout its DevSecOps platform. While facing challenges in pricing strategies and market response, the company has opportunities to expand its market through AI-driven software development and strategic partnerships.

GTLB reports robust Q2 growth, focuses on AI adoption and enterprise deals

GTLB's Q2 performance showcased strong revenue growth, market recognition, and strategic product investments. While facing challenges in user engagement and pricing impact, the company is leveraging opportunities in AI adoption and enterprise deals to drive future growth.

GTLB reports strong Q3 earnings, eyes cloud expansion and partnerships

GTLB's Q3 performance reflects robust revenue growth and operational efficiency. The company's DevSecOps platform, unique features, and strong partnerships position it well for future growth. However, challenges in cloud adoption and market complexity require strategic focus. GTLB's opportunities lie in leveraging partnerships and dedicated offerings for continued expansion.

GitLab reports robust revenue growth amidst challenges, eyes profitability

GitLab's Q4 performance reflects strong revenue growth despite challenges, with a strategic focus on product enhancements, pricing updates, and expense adjustments to drive profitability.
The company's strengths in DevSecOps, customer success stories, and gross retention rates position it well for long-term revenue stability and growth.
While facing challenges like longer deal cycles and macro uncertainty, GitLab has opportunities in product expansion, observability enhancements, and leveraging existing customer relationships for revenue growth.
Overall, GitLab's Q4 earnings call highlights a resilient performance, strategic initiatives to address challenges, and opportunities for growth and profitability in the evolving market landscape.

GitLab excels in Q1, eyes AI partnerships for growth

GitLab's Q1 performance reflects robust revenue growth and strong customer retention, driven by AI developments and strategic partnerships.
While facing challenges in revenue recognition and customer diversification, GitLab's focus on product innovation and market expansion presents significant growth opportunities.
Efforts to optimize cash flow mechanics and achieve cash flow breakeven in FY '25 demonstrate GitLab's commitment to sustainable financial management and long-term growth.
Overall, GitLab's performance, strengths, and strategic initiatives position the company well for continued success and market leadership in integrated software delivery platforms.

GitLab reports robust Q2 growth, eyes market leadership in DevOps

GitLab's Q2 performance reflects strong revenue growth, strategic partnerships, and notable customer wins, positioning the company as a market leader in DevOps platforms.
While facing financial challenges and competition, GitLab's focus on innovation, customer value, and scaling sales operations presents opportunities for sustained growth and market differentiation.
With a clear roadmap for revenue growth, product enhancements, and market expansion, GitLab remains poised to capitalize on the growing demand for secure enterprise AI solutions and DevOps innovations.
The appointment of a new CRO and ambitious goals underscore GitLab's commitment to driving long-term success and market leadership in the evolving DevOps landscape.

GitLab posts strong Q3 results, eyes growth in security solutions

GitLab delivered a robust performance in Q3, with strong revenue growth, customer wins in security and compliance, and a focus on profitability and responsible growth.
The company's strengths lie in its platform's capabilities in security, AI innovation, and enterprise agile planning, positioning it well for market differentiation and customer adoption.
Challenges include market complexity, competitive pressures, and the need for disciplined growth, while opportunities exist in expanding partnerships, addressing market trends, and driving revenue growth.
Overall, GitLab's strategic focus on customer value, product innovation, and operational efficiency sets the stage for continued success amidst a dynamic business environment.

GitLab reports strong Q4 growth, eyes AI features for future

GitLab's Q4 performance was robust, with revenue growth and customer expansion.
Strengths lie in security, compliance, and positive customer feedback.
Challenges include margin expansion and evolving customer behavior.
Opportunities exist in AI features, pricing strategies, and new SKUs.

GitLab reports robust Q1 earnings, invests in AI capabilities

GitLab's Q1 2025 earnings call highlighted strong financial performance, strategic product enhancements, and a focus on security and compliance driving customer growth. Despite facing a revenue headwind, the company's investments in AI capabilities and go-to-market strategies position it well for future growth and market competitiveness.

GitLab reports stellar Q2 results, eyes growth in AI-driven DevSecOps

GitLab delivered a robust quarter, showcasing impressive revenue growth, strong customer wins, and leadership in AI-driven DevSecOps solutions. While facing challenges in leadership transitions and market competition, the company's strategic focus on security and compliance offers avenues for sustained growth and customer value.

GitLab reports robust Q3 results, eyes growth through innovation

GitLab's Q3 performance reflects strong revenue growth, margin improvement, and strategic customer wins, positioning the company for continued success.
While facing leadership transition and competitive pressures, GitLab's focus on innovation, partnerships, and financial efficiency underpin its growth trajectory.
Opportunities lie in product innovation, market expansion, and meeting evolving customer demands, driving GitLab's potential for sustained growth and market leadership.
Overall, GitLab's financial stability, customer-centric approach, and commitment to innovation bode well for its future growth and competitive positioning.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

GitLab shares popped 16% in extended trading Monday after the company posted third-quarter results beat Street expectations and raised its guidance.  The open-source cloud repository company reported adjusted earnings of $0.09 per share on revenue of $149.7 million, compared to expectations of $0.01 per share on revenue of $141.5 million.

GitLab shares surge on 3Q beat-and-raise

As more of GitLab's customers are making larger commitments, GitLab is able to expand its operating margin.

GitLab shares soar as developer-tools company posts first adjusted operating profit

Quarterly revenue of $149.7 million, up 32% year-over-year Fiscal Third Quarter Highlights: Total revenue of $149.7 million GAAP operating margin of (27)%; Non-GAAP operating margin of 3% GAAP net loss per share of $(1.84); Non-GAAP net income per share of $0.09 SAN FRANCISCO, Dec. 04, 2023 (GLOBE NEWSWIRE) -- All-Remote - GitLab Inc. (NASDAQ: GTLB), The DevSecOps Platform, today reported financial results for its third quarter fiscal year 2024, ended October 31, 2023. “We delivered a strong quarter, which was driven by the continued adoption of our DevSecOps Platform,” said Sid Sijbrandij, GitLab CEO and co-founder.

GitLab Reports Third Quarter Fiscal Year 2024 Financial Results

Barclays downgraded GitLab Inc (NASDAQ:GTLB) stock to "equal weight" from "overweight" earlier, noting its short-term risk-reward ratio looks less appealing.

GitLab Stock Downgraded on Risk-Reward Ratio

GitLab (GTLB) introduces GitLab Duo Chat in beta and announces the upcoming general availability of GitLab Duo Code Suggestions with improved security and efficiency.

GitLab (GTLB) Expands AI Momentum With Latest Duo Updates

Introducing the beta availability of GitLab Duo Chat and the upcoming general availability of GitLab Duo Code Suggestions to increase security, efficiency, and collaboration across the entire software development lifecycle Introducing the beta availability of GitLab Duo Chat and the upcoming general availability of GitLab Duo Code Suggestions to increase security, efficiency, and collaboration across the entire software development lifecycle

GitLab Continues AI Momentum with Enhanced AI-Powered DevSecOps Workflows

SAN FRANCISCO, Nov. 07, 2023 (GLOBE NEWSWIRE) -- All Remote - GitLab Inc., (NASDAQ: GTLB), the most comprehensive AI-powered DevSecOps platform, today announced that David DeSanto, GitLab's Chief Product Officer, will present at the RBC Capital Markets Technology, Internet, Media and Telecommunications Conference on Tuesday, November 14th, 2023 in New York.

GitLab Chief Product Officer David DeSanto to Present at the RBC Capital Markets Technology, Internet, Media and Telecommunications Conference

Intel

Microsoft

Without a doubt, breakthrough innovations can move stocks tremendously. For example, in the last 16 years, the advent of streaming boosted Netflix (NASDAQ: NFLX ) stock tremendously.

3 Stocks to Watch for Breakthrough Innovations in 2024

GitLab's growing ties to Google are moving center stage as a rivalry with Microsoft over "generative" artificial intelligence heats up.

How GitLab — With Google's Help — Can Take On Microsoft In Artificial Intelligence

I will share with you a review of the GitLab business broadly, as well as a review of its Q2 2023 earnings. In my view, GitLab has been an overlooked, very high-quality software platform that operates in something close to a duopoly with Microsoft's GitHub. With ~$1B in cash, no debt, glimmers of free cash flow generation, and decades of growth runway ahead, I believe GitLab represents an attractive value in the mid-$30s and below.

GitLab: Unique Competitive Positioning Creates Appeal

GitLab exceeded expectations in Q2, raising its full-year revenue and margin projections. The demand for digital transformation remains strong, driving the need for software solutions like GitLab's platform. GitLab plans to expand its base of enterprise customers and increase revenue, but faces competition and economic pressures.

GitLab: Strong DevOps Player, However Patience Advised

GitLab's revenue growth exceeded expectations in 2Q24, with a 37% increase and improved operating margins. Customer spending patterns are stabilizing, and the adoption of GTLB's Ultimate tier is increasing. Macro conditions are stabilizing, and GTLB is gaining traction in high-value deals, positioning the company for continued success.

GitLab: Rating Upgrade As Growth Remains Strong And Valuation Is Now Reasonable

C3.ai

Braze

Freshworks

UiPath

The earnings action has quieted down, but the analysts' activity remains hot. The activity in the 1st week of September is driven by a handful of small tech names with 1 thing in common: exposure to the blossoming AI-powered client-service industry.

The Top 5 Analysts Calls in September

DocuSign

Sportsman's Warehouse Hlds

U.S. stocks closed slightly higher on Friday but recorded losses last week. The S&P fell 1.3% to record its first negative week in three, while the Dow lost around 0.8% last week.

This Analyst With 87% Accuracy Rate Sees More Than 20% Upside In RH - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts - GitLab (NASDAQ:GTLB), DocuSign (NASDAQ:DOCU)

GitLab's (GTLB) fiscal second-quarter results benefit from solid subscription revenue growth, driven by expanding clientele.

GitLab (GTLB) Posts Loss in Q2, Beats Revenue Estimates

MongoDB

NVIDIA

Oracle

The AI industry is in high gear, and the money flows fast into all segments. Among the most promising segments are AI apps and services, which will be the largest portion of the market over time.

This is How to Get the Best Exposure to AI App Development

Shares of GitLab (GTLB) jumped 3.6% in early trading on Wednesday after the tech firm posted a surprising quarterly profit on soaring sales of its information technology (IT) security platform.

GitLab Shares Rise After Reporting Surprise Profit on Boom in Security Platform Sales

GitLab Inc (NASDAQ:GTLB) stock is up 5.2% at $52.33 at last check, after the company's better-than-expected second-quarter results.

GitLab Stock Pops After Upbeat Earnings

Roku

AeroVironment

Salesforce

CrowdStrike

First Solar

Southwest Airlines

ServiceNow

Block

Thermo Fisher Scientific

Toast

Zscaler

Here are some of the tickers on my radar for Wednesday, Sept. 6, taken directly from my reporter's notebook.

Here are the 14 stocks Jim Cramer is watching, including Oracle, Roku and Southwest

Asana

Manchester United

Photronics

GitLab Inc (NASDAQ:GTLB) shares rose more than 5% in early deals after the coding community firm posted an adjusted fiscal second-quarter profit when analysts called for a loss. Revenue jumped 38% year-over-year to $139.6 million, compared to expectations of $129.8 million.

Premarket: GitLab, Photronics, Zscaler, Asana, Manchester United,

Shares of Gitlab Inc. GTLB rose 6% after the software company reported a surprise second-quarter adjusted profit and offered up a slightly more upbeat full-year outlook.

Zscaler stock slips after earnings call, Gitlab shares rise and other stocks on the move

GitLab Inc. (NASDAQ:GTLB ) Q2 2024 Earnings Conference Call September 5, 2023 4:30 PM ET Company Participants Sharlene Seemungal - IR Sid Sijbrandij - Co-Founder & CEO Brian Robins - CFO Conference Call Participants Billy Fitzsimmons - MoffettNathanson Michael Turits - KeyBanc Capital Markets Joel Fishbein - Truist Securities Robbie Owens - Piper Sandler Koji Ikeda - BofA Securities Derrick Wood - Cowen and Company Karl Keirstead - UBS Matthew Hedberg - RBC Capital Markets Ryan MacWilliams - Barclays Michael Cikos - Needham & Company Jason Ader - William Blair & Company Pinjalim Bora - JPMorgan Allan Verkhovski - Wolfe Research Sharlene Seemungal Thank you for joining us today for GitLab's Second Quarter of Fiscal Year 2024 Financial Results Presentation. GitLab's Co-Founder and CEO, Sid Sijbrandij; and GitLab's Chief Financial Officer, Brian Robins will provide commentary on the quarter and fiscal year.

GitLab Inc. (GTLB) Q2 2024 Earnings Call Transcript

GitLab shares popped nearly 7% in extended trading Tuesday after the code hosting company posted an adjusted fiscal second-quarter profit when analysts called for a loss.  The company posted adjusted earnings of $0.01 per share, compared to the analyst consensus of a $0.03 per share loss.

GitLab stock rises on surprise 2Q profit

Shares of Gitlab Inc. GTLB, +1.16% rallied after hours on Tuesday after the company, whose platforms help businesses with software development, reported a surprise second-quarter adjusted profit and offered up a slightly more upbeat full-year outlook. The company said it expected full-year revenue of $555 million to $557 million, compared with an outlook for $541 million to $543 million given in June.

Gitlab reports surprise profit and nudges full-year forecasts higher

GitLab survey finds organizations are optimistic about AI, but AI adoption requires attention to privacy and security, productivity, and training

News for GitLab Stock (GTLB)