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Gitlab (GTLB)
NASDAQ:GTLB
Earnings Data
Report Date
Jun 08, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.21Last Year’s EPS
0.17Same Quarter Last Year
Moderate Buy
Based on 22 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of strong operational and financial achievements—ARR > $1B, record net new ARR, large-account expansion, significant free cash flow growth, high retention metrics, SaaS growth, product momentum with Duo Agent Platform and a $400M buyback—alongside material near-term headwinds. Management set conservative FY'27 guidance (15%–17% revenue growth) due to ratable model mechanics, nonrecurring FY'26 tailwinds, continued pressure in a ~20% price-sensitive cohort, public sector and U.S. softness, and the expectation that Duo Agent Platform will contribute minimally to FY'27 revenue while investments compress margins. Overall the company emphasizes execution and multi-quarter investments to reaccelerate growth, but the guidance and cohort weaknesses temper the positive fundamentals.Company Guidance
ARR Surpassed $1 Billion
Annual recurring revenue (ARR) exceeded $1.0 billion in FY'26, marking a major milestone and scale inflection for the business.
Strong Free Cash Flow and Margin Expansion
Adjusted free cash flow grew to $220 million (an ~83% increase year-over-year) with roughly 7 percentage points of margin expansion; FY'26 non-GAAP operating margin reached 17%, up approximately 680 basis points year-over-year.
Record Net New ARR and Large-Account Adds
FY'26 and Q4 delivered GitLab's highest absolute net new ARR year and quarter ever; the company added the most $1 million+ customers in a quarter in its history (now >155, up 26% year-over-year).
Q4 Revenue Beat and Strong Profitability
Q4 revenue was $260 million, up 23% year-over-year and ~3.5 points above guidance; Q4 non-GAAP operating income was $53.4 million with a 20.5% operating margin (5 points above guidance).
Customer Retention and Enterprise Expansion
Dollar-based net retention was 118%, gross retention stayed above 90% and churn was the lowest in four years; Ultimate now represents 56% of ARR and accounted for 9 of the top 10 deals, while the $100K+ cohort grew 18% year-over-year to 1,456 customers (~75% of ARR).
SaaS Growth and RPO Momentum
SaaS revenue grew ~38% year-over-year and now represents ~32% of total revenue; total RPO grew 20% year-over-year to $1.1 billion and current RPO grew 24% to $719.4 million.
Product and GTM Investments with Early Traction
Launched GitLab Duo Agent Platform (DAP) with a hybrid usage-based plus seat model and included trial credits; announced a landmark semiconductor customer (5,000+ users on Premium + Duo Enterprise) and customer examples (airline automating ~90% of component updates) demonstrating early product-market fit.
Balance Sheet Strength and Capital Return
Ended the quarter with approximately $1.3 billion in cash and investments and announced a $400 million share repurchase authorization by the Board, reflecting confidence in fundamentals.
GTLB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GTLB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $26.70 | $25.05 | -6.18% |
Dec 02, 2025 | $43.37 | $37.83 | -12.77% |
Sep 03, 2025 | $46.91 | $43.46 | -7.35% |
Jun 10, 2025 | $48.51 | $43.37 | -10.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Gitlab (GTLB) report earnings?
Gitlab (GTLB) is schdueled to report earning on Jun 08, 2026, After Close (Confirmed).
What is Gitlab (GTLB) earnings time?
Gitlab (GTLB) earnings time is at Jun 08, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GTLB EPS forecast?
GTLB EPS forecast for the fiscal quarter 2027 (Q1) is 0.21.
