Inferra AI / Company / GTLB

Gitlab Inc.

GTLB · Information Technology

Last earnings Sep 1, 2026

Key results

Total revenuefull-year

$236.0 million

Total revenue of $236.0 million, up 29% year-over-year

SEC original ↗Gitlab Inc. — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Growthfull-year

up 29%

Total revenue of $236.0 million, up 29% year-over-year

SEC original ↗Gitlab Inc. — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Operating marginfull-year

17%

operating margin of 17%

SEC original ↗Gitlab Inc. — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Free cash flowfull-year

$46.5 million

free cash flow of $46.5 million San Francisco (September 3, 2025) -All-Remote- GitLab Inc.

SEC original ↗Gitlab Inc. — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Revenuefull-year

29%

Our team achieved strong second quarter fiscal year 2026 results, with 29% revenue growth and significant year-over-year operating margin expansion, said Brian Robins, GitLab chief financial officer.

SEC original ↗Gitlab Inc. — Earnings release (8-K exhibit)EX-99Sep 3, 2025

AI analysis

Q2 FY2026 · reported Sep 3, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Total revenue · Q2 FY2026
$236.0M
EX-99 · Sep 3, 2025
Free cash flow · Q2 FY2026
$46.5M
EX-99 · Sep 3, 2025
Operating margin · Full year
17%
EX-99 · Sep 3, 2025

Headline figures

MetricFull yearPrior yearYear ago
Total revenue$236.0 million——
Growthup 29%——
Operating margin17%——
Free cash flow$46.5 million——
Revenue29%——

EX-99 · Sep 3, 2025

Guidance · company-stated

Revenue

“$238.0”

operating income

“$31.0”

Guidance stated in the release's Business Outlook table for the third quarter; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating marginfull year17%

Cash flow & capex

Free cash flowfull year$46.5M

Capital allocation

The fair value of the Company s Level 2 financial instruments such as commercial paper, corporate debt and U.

Agency securities $ 85,325 $ ( 366 ) $ $ $ 85,325 $ ( 366 ) Commercial paper 2,433 ( 5 ) 2,433 ( 5 ) Corporate debt securities 367,469 ( 1,086 ) 367,469 ( 1,086 ) 16 Table of Contents U.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

This quarter s results demonstrate the strength of GitLab s AI-native DevSecOps platform as we continue to drive customer-focused innovation, said Bill Staples, GitLab chief executive officer

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Revenue: “Revenue $238.0”

operating income: “operating income $31.0”

Revenue (“the third quarter”)
“Revenue $238.0”

operating income (“the third quarter”)
“operating income $31.0”

Guidance stated in the release's Business Outlook table for the third quarter; no direction stated — figures as stated in the table.

Capital allocation

The fair value of the Company s Level 2 financial instruments such as commercial paper, corporate debt and U.

SEC original ↗Gitlab Inc. — 10-Q Quarterly report10-QSep 2, 2026

Agency securities $ 85,325 $ ( 366 ) $ $ $ 85,325 $ ( 366 ) Commercial paper 2,433 ( 5 ) 2,433 ( 5 ) Corporate debt securities 367,469 ( 1,086 ) 367,469 ( 1,086 ) 16 Table of Contents U.

SEC original ↗Gitlab Inc. — 10-Q Quarterly report10-QSep 2, 2026

Agency securities $ 38,754 $ ( 28 ) $ $ $ 38,754 $ ( 28 ) Commercial paper 4,976 4,976 Corporate debt securities 53,640 ( 35 ) 53,640 ( 35 ) U.

SEC original ↗Gitlab Inc. — 10-Q Quarterly report10-QSep 2, 2026

Share Repurchase Program In March 2026, the Company's Board of Directors authorized the repurchase of up to $ 400.0 million of the Company's Class A common stock (the "2026 Repurchase Program").

SEC original ↗Gitlab Inc. — 10-Q Quarterly report10-QSep 2, 2026

The 2026 Repurchase Program may be modified, suspended, or terminated at any time and does not require the Company to repurchase any specific number or dollar amount of shares.

SEC original ↗Gitlab Inc. — 10-Q Quarterly report10-QSep 2, 2026

Repurchases may be made from time to time in the open market, through privately negotiated transactions, through Rule 10b5-1 trading plans, or by other means, subject to market conditions, applicable legal requirements, and the Company's capital allocation priorities.

SEC original ↗Gitlab Inc. — 10-Q Quarterly report10-QSep 2, 2026

Strategy & priorities

Our team achieved strong second quarter fiscal year 2026 results, with 29% revenue growth and significant year-over-year operating margin expansion, said Brian Robins, GitLab chief financial officer.

SEC original ↗Gitlab Inc. — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Signed a three-year strategic collaboration agreement with Amazon Web Services (AWS).

SEC original ↗Gitlab Inc. — Earnings release (8-K exhibit)EX-99Sep 3, 2025

We believe that adjusted free cash flow is a useful indicator of liquidity that provides information to management and investors about the amount of cash generated from our operations that, after the investments in property and equipment, any non-recurring income tax payments or refunds related to the BAPA, and any non-recurring payments related to the formation of JiHu, can be used for strategic initiatives, including investing in our business, and strengthening our financial position.

SEC original ↗Gitlab Inc. — Earnings release (8-K exhibit)EX-99Sep 3, 2025

All statements contained in this Quarterly Report other than statements of historical fact, including statements regarding our future operating results and financial condition, our business strategy and plans, market growth, and our objectives for future operations, are forward-looking statements.

SEC original ↗Gitlab Inc. — 10-Q Quarterly report10-QSep 2, 2026

We are dependent on sales and marketing strategies to drive our growth in our revenue.

SEC original ↗Gitlab Inc. — 10-Q Quarterly report10-QSep 2, 2026

Risks & headwinds

A reconciliation of non-GAAP guidance measures to corresponding GAAP measures is not available on a forward-looking basis without unreasonable effort due to the uncertainty of expenses that may be incurred in the future.

SEC original ↗Gitlab Inc. — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Although we believe that the expectations reflected in the forward-looking statements contained in this release and the accompanying earnings call are reasonable, they are subject to known and unknown risks, uncertainties, assumptions and other factors that may cause actual results or outcomes to be materially different from any future results or outcomes expressed or implied by the forward-looking statements.

SEC original ↗Gitlab Inc. — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Further information on these and additional risks, uncertainties, and other factors that could cause actual outcomes and results to differ materially from those included in or contemplated by the forward-looking statements contained in this release are included under the caption Risk Factors and elsewhere in the filings and reports we make with the Securities and Exchange Commission.

SEC original ↗Gitlab Inc. — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Legal Proceedings 49 Item 1A.

SEC original ↗Gitlab Inc. — 10-Q Quarterly report10-QSep 2, 2026

These forward-looking statements are subject to a number of risks, uncertainties, and assumptions, including those described in the section titled Risk Factors and else where in this Quarterly Report.

SEC original ↗Gitlab Inc. — 10-Q Quarterly report10-QSep 2, 2026

In light of these risks, uncertainties, and assumptions, the forward-looking events and circumstances discussed in this Quarterly Report may not occur, and actual results could differ materially and adversely from those anticipated or implied in the forw ard-looking statements.

SEC original ↗Gitlab Inc. — 10-Q Quarterly report10-QSep 2, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

25 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for Gitlab Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Gitlab Inc. are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Gitlab Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.