GitLab Earnings Calls
| Release date | Jun 02, 2026 |
| EPS estimate | $0.207 |
| EPS actual | $0.230 |
| EPS Surprise | 11.06% |
| Revenue estimate | 254.229M |
| Revenue actual | 264.158M |
| Revenue Surprise | 3.91% |
| Release date | Mar 03, 2026 |
| EPS estimate | $0.230 |
| EPS actual | $0.300 |
| EPS Surprise | 30.43% |
| Revenue estimate | 252.233M |
| Revenue actual | 260.4M |
| Revenue Surprise | 3.24% |
| Release date | Dec 02, 2025 |
| EPS estimate | $0.202 |
| EPS actual | $0.250 |
| EPS Surprise | 23.58% |
| Revenue estimate | 239.319M |
| Revenue actual | 244.353M |
| Revenue Surprise | 2.10% |
| Release date | Sep 03, 2025 |
| EPS estimate | $0.164 |
| EPS actual | $0.240 |
| EPS Surprise | 46.52% |
| Revenue estimate | 226.897M |
| Revenue actual | 235.96M |
| Revenue Surprise | 3.99% |
Last 4 Quarters for GitLab
Below you can see how GTLB performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 03, 2025 |
| Price on release | $46.91 |
| EPS estimate | $0.164 |
| EPS actual | $0.240 |
| EPS surprise | 46.52% |
| Date | Price |
|---|---|
| Aug 27, 2025 | $47.26 |
| Aug 28, 2025 | $49.03 |
| Aug 29, 2025 | $48.02 |
| Sep 02, 2025 | $47.69 |
| Sep 03, 2025 | $46.91 |
| Sep 04, 2025 | $43.46 |
| Sep 05, 2025 | $45.73 |
| Sep 08, 2025 | $47.89 |
| Sep 09, 2025 | $48.17 |
| 4 days before | -0.741% |
| 4 days after | 2.69% |
| On release day | -7.35% |
| Change in period | 1.93% |
| Release date | Dec 02, 2025 |
| Price on release | $43.37 |
| EPS estimate | $0.202 |
| EPS actual | $0.250 |
| EPS surprise | 23.58% |
| Date | Price |
|---|---|
| Nov 25, 2025 | $41.24 |
| Nov 26, 2025 | $40.57 |
| Nov 28, 2025 | $41.06 |
| Dec 01, 2025 | $41.15 |
| Dec 02, 2025 | $43.37 |
| Dec 03, 2025 | $37.83 |
| Dec 04, 2025 | $37.51 |
| Dec 05, 2025 | $37.35 |
| Dec 08, 2025 | $39.07 |
| 4 days before | 5.16% |
| 4 days after | -9.91% |
| On release day | -12.77% |
| Change in period | -5.26% |
| Release date | Mar 03, 2026 |
| Price on release | $26.70 |
| EPS estimate | $0.230 |
| EPS actual | $0.300 |
| EPS surprise | 30.43% |
| Date | Price |
|---|---|
| Feb 25, 2026 | $25.97 |
| Feb 26, 2026 | $27.89 |
| Feb 27, 2026 | $26.30 |
| Mar 02, 2026 | $26.19 |
| Mar 03, 2026 | $26.70 |
| Mar 04, 2026 | $25.05 |
| Mar 05, 2026 | $25.37 |
| Mar 06, 2026 | $24.91 |
| Mar 09, 2026 | $24.58 |
| 4 days before | 2.81% |
| 4 days after | -7.94% |
| On release day | -6.18% |
| Change in period | -5.35% |
| Release date | Jun 02, 2026 |
| Price on release | $31.82 |
| EPS estimate | $0.207 |
| EPS actual | $0.230 |
| EPS surprise | 11.06% |
| Date | Price |
|---|---|
| May 27, 2026 | $26.52 |
| May 28, 2026 | $27.93 |
| May 29, 2026 | $31.05 |
| Jun 01, 2026 | $33.79 |
| Jun 02, 2026 | $31.82 |
| Jun 03, 2026 | $30.93 |
| Jun 04, 2026 | $30.84 |
| Jun 05, 2026 | $31.12 |
| Jun 08, 2026 | $31.08 |
| 4 days before | 19.98% |
| 4 days after | -2.33% |
| On release day | -2.80% |
| Change in period | 17.19% |
GitLab Earnings Call Transcript Summary of Q2 2026
Key points for investors: GitLab reported strong Q2 FY2026 results with revenue up 29% year-over-year to $236M and non-GAAP operating margin expanding to ~17%. Growth remains driven primarily by paid seat expansion (>70% of FY26 revenue growth), with accelerating double-digit paid-seat growth and a dollar-based net retention rate of 121%. Management is maintaining full-year revenue guidance of $930M–$942M (≈24% growth) while raising full-year non‑GAAP operating profit guidance thanks to operating leverage. Q3 guidance: revenue $238M–$239M and non-GAAP operating income ~$31M–$32M. Strategic priorities are (1) accelerate new customer acquisition via a two-track GTM approach (sales‑led and product‑led), (2) speed customer value realization to drive expansion, and (3) accelerate innovation in DevOps, security, and AI. Product/AI: GitLab is pushing Duo Agent (agentic AI platform) and intends to evolve its monetization model from pure seat-based toward a hybrid seat + usage-based model. Key hires & org changes: new CRO Ian Stewart (ramping new-business team and post-sales motions) and new CPO/CMO Manav Khurana (to drive product‑led growth). Financials & other metrics: SaaS ≈30% of revenue and grew 39% YoY, GitLab Dedicated ~ $50M ARR and grew 92% YoY, total RPO $988.2M (+32% YoY), CRPO $621.6M (+31% YoY), cash & investments $1.2B, adjusted FCF $46M (20% margin). Risks/notes: SMB (≈8% of revenue) showed softness that management expects may persist for the rest of the year; CFO Brian Robbins will depart (transition to interim CFO James Shen). Management expects GTM changes to ramp across H2 with results more visible in FY27.
Sign In
Buy GTLB