GitLab Inc., through its various operating entities, specializes in developing software solutions that facilitate the entire software development lifecycle. The company's operations ...
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Est. EPS $0.19 · Revenue $281.46M · 16 analysts
Est. EPS $0.84 · Revenue $1.12B · 14 analysts
Est. EPS $0.22 · Revenue $303.71M · 12 analysts
Est. EPS $0.25 · Revenue $320.13M · 9 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $955.2M | +25.8% | +8.4% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-56.0M | -784.5% | -641.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +87.4% | -1.6% | -2.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -7.4% | +60.7% | -233.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -5.9% | -603.1% | -583.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $222.0M | +427.8% | -102.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +23.2% | +360.5% | -102.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.0% | -62.6% | — |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.54x | +3.6% | -5.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.7B | +23.1% | -2.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.35 vs 0.89 | -139.2% | -0.22 vs 0.19 | -218.6% |
| Revenue Surprise | $955.2M vs $946.7M | +0.9% | $286.3M vs $281.5M | +1.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | SULLIVAN GODFREY | director | Class A Common Stock | A | 12,500 | — |
| Aug 21, 2026 | SULLIVAN GODFREY | director | Class B Common Stock | D | 12,500 | — |
| Aug 7, 2026 | Mundy Simon | officer: Chief Accounting Officer | Class A Common Stock | D | 8,725 | $38.00 |
| Jul 17, 2026 | Lloyd Thomas J. | officer: Chief Business & Legal Officer | Class A Common Stock | A | 279,627 | — |
| Jul 13, 2026 | Lloyd Thomas J. | officer | — | — | 0 | — |
Operator: Good day, everyone. And welcome to today's GitLab's second quarter fiscal year 27 conference call. At this time, all participants are in a listen-only mode. Later, you will have the opportunity to ask questions during the question and answer session. If you would like to ask a question, please use the raise-hand feature located in the menu at the bottom of your Zoom toolbar. In addition, please ensure your Zoom name reflects your full name and the firm you are with. And if you are joining via phone, you may press 9 to ask a question. Please note this call is being recorded. It is now my pleasure to turn the conference over to Nick Edwards. Good afternoon, and welcome to GitLab's second quarter 27 financial results earnings call. I am Nick Edwards, VP of finance, strategy and operations, and with me are Bill Staples, our CEO, and Jessica Ross, our CFO. During this afternoon's call, we will provide an overview of the business, commentary on our second quarter and full year results, and guidance for the second quarter and fiscal year 27. In addition to our prepared remarks on this call, additional information can be found in our shareholder letter, press release, investor presentation. And SEC filings on our Investor Relations website at ir.gitlab.com. Before we begin, I will cover the safe harbor statement, I would like to direct you to the cautionary statement regarding forward looking statements on page 2 of our presentation. And in our earnings release, issued earlier today, both of which are available under the Investor Relations section of our website, the presentation and earnings release include a discussion of certain risks, uncertainties, assumptions, and other factors that could cause our results to differ from those expressed in any forward looking statements within the meaning of the Private Securities Litigation Reform Act. As is customary, the content of today's call, and presentation will be governed by this language In addition, during today's call, we will be discussing certain non GAAP financial measures. These non GAAP financial measures exclude certain unusual or nonrecurring items, and that management believes impact the comparability of the periods referenced. Please refer to our earnings release, and presentation materials for additional information regarding these non GAAP financial measures and the reconciliations to the most directly comparable GAAP measure. We will now turn the call over to Bill. Bill? William Staples: Bill? Thanks, Nick, and good afternoon, everyone. Q2 was an exceptional quarter. Let me start with just some of the highlights. Revenue was 286.3 million, up 21% year over year. And non GAAP operating income was 42.6 million representing a 15% operating margin. Our sales team delivered the largest gross bookings quarter in company history. And net ARR grew more than 40% year-over-year, our highest in several years. We also beat all of our targets on first orders, which grew more than 100% year …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
James Shen | VP of Finance & Director of Corporate Finance | USD 1,130,338 | Male | — | Active |
William Staples | Chief Executive Officer & Director | USD 1,047,060 | Male | 1973 | Active |
Ian Steward | Chief Revenue Officer | USD 739,054 | Male | 1988 | Active |
Robin J. Schulman | Chief Legal Officer, Head of Corporate Affairs & Corporate Secretary | USD 624,251 | Female | 1973 | Active |
Sivaprasad Padisetty | Chief Technology Officer | USD 467,578 | Male | 1969 | Active |
Jessica Ross | Chief Financial Officer | USD 185,852 | Female | 1977 | Active |
Sytse Sijbrandij | Co-Founder & Executive Chairman | USD 900 | Male | 1980 | Active |
Eliran Mesika | Vice President of Corporate Development | — | Male | — | Active |
Manav Khurana | Chief Product & Marketing Officer | — | Male | — | Active |
Manu Narayan | Chief Information Officer | — | Male | — | Active |
Robert Allen | Chief People Officer | — | Male | — | Active |
Thomas Lloyd | Chief Business & Legal Officer | — | Male | 1984 | Active |
Christina Weaver | Director of Corporation Communications | — | Female | — | Active |
Stella Emily Treas | Chief Of Staff | — | Female | — | Active |
Simon Mundy | Chief Accounting Officer & Principal Accounting Officer | — | Male | 1984 | Active |
Yaoxian Chew | Vice President of Investor Relations | — | Male | — | Active |
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