GTLBNasdaqServices-Prepackaged SoftwareUS GAAP · USD

Gitlab Inc.

GitLab Inc. provides a DevSecOps platform that unifies software development, operations, security, and compliance in a single workflow. The company sells both self-managed and SaaS deployments, including GitLab Dedicated for customers with stricter security and compliance needs.

Kysy yhtiöstä
Liikevaihto955milj. USD
+25,8 %v/v
Liikevoitto (EBIT)−70,5milj. USD
+50,6 %v/v
EBIT-marginaali−7,4%
+11,4 %-yks.v/v
Nettotulos−56,0milj. USD
−784,5 %v/v
Vapaa kassavirta222milj. USD
+427,8 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

−25002505007501 000milj. USD2021: EBIT −214 milj. USD20212022: 253 milj. USD2022: EBIT −129 milj. USD20222023: 424 milj. USD2023: EBIT −211 milj. USD20232024: 580 milj. USD2024: EBIT −187 milj. USD20242025: 759 milj. USD2025: EBIT −143 milj. USD20252026: 955 milj. USD2026: EBIT −70 milj. USD2026955−70
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Gitlab Inc.

Liiketoiminta

Osuus liikevaihdosta
Subscription revenue90 %

Recurring access to GitLab's DevSecOps platform delivered as SaaS or self-managed software.

License revenue9 %

Self-managed and other software license revenue recognized outside the core subscription stream.

Professional services1 %

Implementation, migration, advisory, acceleration, and education services that support adoption.

Tuotteet

Raportoitu · osuus liikevaihdosta
59,5%31,0%FY2026100 %
  • Subscription and Circulation59,5 %
  • Subscription Software As A Service31,0 %
  • License7,2 %
  • Professional Services and Other2,3 %

Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

GitLab sells to organizations of all sizes, from individual teams to large enterprises, with more than half of the Fortune 100 cited as customers. Buyers include technology leaders, development teams, operations teams, and security teams that want to speed delivery, reduce tool sprawl, and improve software security and compliance.

Large enterprise customers

Buy platform subscriptions and dedicated deployments to standardize software delivery across many teams and improve governance.

Mid-market and growth companies

Adopt SaaS or self-managed GitLab to replace point tools and accelerate software delivery with lower operational overhead.

Regulated and security-sensitive organizations

Choose GitLab Dedicated or self-managed deployments for stricter data control, compliance, and isolation requirements.

Developer teams and open-source users

Use the platform for code collaboration, CI/CD, security, and contribution-driven product improvement.

Channel and hyperscaler ecosystem

Partners resell, implement, and support adoption, helping GitLab reach new customers and expand existing accounts.

Strategia

GitLab's strategy is to be the single platform for the software delivery lifecycle, replacing fragmented point tools with a unified DevSecOps workflow. The company is investing to expand adoption, deepen customer value, and preserve its open-core innovation model while balancing near-term operating losses.

Platform consolidationKeskipitkä aikaväli

Replacing point tools increases customer stickiness and expands GitLab's role across the software lifecycle.

Customer expansion and retentionLyhyt aikaväli

Net retention and ARR growth depend on adoption, usage, and expansion within existing accounts.

Open-core innovationKeskipitkä aikaväli

Community contributions help extend product capability and support faster innovation with lower internal R&D burden.

Enterprise and regulated deployment optionsKeskipitkä aikaväli

Self-managed and GitLab Dedicated address security, compliance, and data-control requirements that can block SaaS adoption.

Maantiede

Q2/2026

GitLab serves customers globally and discloses a flexible deployment model rather than a country-specific operating footprint. The business is exposed to U.S. and international data-hosting, tax, and regulatory requirements because customer data may be processed and stored across borders.

USA82 %
Europe15 %
Asia Pacific2,5 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

GitLab faces execution risk from intense competition, cybersecurity threats, and the complexity of operating an open-source-based platform that handles sensitive customer data. Its growth strategy also requires continued investment, which can pressure near-term profitability and make results sensitive to adoption and retention trends.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Cybersecurity breach or service disruption1Supply-chain risk from open-source code2Intense competition3Regulatory and privacy compliance4Profitability pressure from growth investment5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Cybersecurity breach or service disruptionVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The platform hosts and transmits sensitive customer data, so an incident could trigger reputational damage, remediation costs, and customer churn.

    KohdistuuPlatform operationsCustomer trustCyber insurance adequacy
  2. Supply-chain risk from open-source codeVaikutus: KorkeaTodennäköisyys: Kohtalainen

    GitLab incorporates open-source and community-contributed code, which can be a vector for attacks or perceived vulnerabilities.

    KohdistuuProduct integritySecurity postureEnterprise sales
  3. Intense competitionVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Alternative DevOps, CI/CD, and security vendors can win share if they offer better functionality, pricing, or ecosystem reach.

    KohdistuuMarket shareCustomer acquisitionRetention
  4. Regulatory and privacy complianceVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Cross-border data processing and customer-hosted environments create exposure to privacy, tax, and regulatory obligations.

    KohdistuuInternational operationsData governance
  5. Profitability pressure from growth investmentVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Sales, R&D, and public-company G&A spending can outpace revenue growth and delay operating leverage.

    KohdistuuOperating marginCash burnValuation
Kysy Clarifolta: Gitlab Inc.

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition

Different delivery models and bundled services can shift when revenue is recognized and affect quarterly comparability.

Vaikutus: Subscription, license, and professional services revenue timing

Deferred contract acquisition costs

Sales commissions and related costs are capitalized and amortized, affecting operating expense timing.

Vaikutus: Sales and marketing expense pattern

Income tax valuation allowance

Management maintains valuation allowances in certain jurisdictions, which can materially affect tax expense and effective tax rate.

Vaikutus: Provision for income taxes

Goodwill impairment

If expected growth or cash flows weaken, impairment charges could hit earnings and equity.

Vaikutus: Balance sheet and net income

Stock-based compensation

Equity awards are a meaningful non-cash expense for a growth software company and affect operating margins.

Vaikutus: Operating expenses and diluted EPS

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Päivitetty: 24.9.2026

Gitlab Inc. (GTLB) liikevaihto, tulos ja tunnusluvut 2026 – Clarifo