GTL

GitLab

Stock

ISIN: US37637K1088

Ticker: GTLB

US37637K1088

GTLB

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Debate sobre GTLB

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Aktien Stammtisch

@Aktien_Stammtisch

2Lun·

GitLab Q4'25 Earnings Highlights

$GTLB (-0,43 %)

🔹 Adj. EPS: $0.33 (Est. $0.23) 🟢

🔹 Revenue: $211.4M (Est. $206.72M) 🟢; UP +29% YoY

Q1'26 Guidance:

🔹 Revenue: $212M-$213M (Est. $212.51M) 🟡; UP +~26% YoY

🔹 Adj. Operating Income: $21M-$22M

🔹 Adj. EPS: $0.14-$0.15 (Est. $0.15) 🟡

FY26 Guidance:

🔹 Revenue: $936M-$942M (Est. $938.72M) 🟡

🔹 Adj. Operating Income: $109M-$114M

🔹 Adj. EPS: $0.68-$0.72 (Est. $0.78) 🔴

Q4 Segment & Customer Metrics:

🔹 Dollar-Based Net Retention Rate: 123%

🔹 Customers >$5K ARR: 9,893; UP +15% YoY

🔹 Customers >$100K ARR: 1,229; UP +29% YoY

🔹 Customers >$1M ARR: 123; UP +28% YoY

🔹 Total RPO: $945M; UP +40% YoY

🔹 cRPO: $579.2M; UP +35% YoY

Key Financial Metrics:

🔹 Adj. Free Cash Flow: $62.1M; UP from $24.5M YoY

🔹 Adj. Operating Margin: 18% (Prev. 8%)

🔹 GAAP Operating Loss: $(15.4)M (Improved from $(34.9)M YoY)

🔹 GAAP Net Income: $10.8M (Prev. $(36.9)M YoY)

🔹 Cash & Equivalents: $334.52M

Strategic & Shareholder Updates:

🔸 GitLab Duo Self-Hosted launched to enhance AI-powered DevSecOps

🔸 GitLab Duo Workflow (Private Beta) announced

🔸 Ian Steward appointed as CRO (Effective May 3, 2025)

🔸 David Henshall joins Board of Directors

CEO Bill Staples' Commentary:

🔸 "AI is transforming software development, and GitLab's platform ensures security, privacy, and compliance at scale. With GitLab Duo, our customers can accelerate software delivery while maintaining control."

Aktienfox

@Aktienfox

2Lun·

What are you watching this week?

- Monday: $GTLB (-0,43 %) , $OKTA (+2,75 %) .

- Tuesday: $CRWD (+1,73 %) , $FLTR (+1,86 %) , $ONON (-1,21 %) , $TGT (+1,36 %) , $SE-ED .

- Wednesday: $MDB (+0,89 %) , $MRVL (-2,05 %) , $VEEV (+0,69 %) , $ZS (+2,15 %) .

- Thursday: $AVGO (-2,17 %) , $COST (+1,47 %) , $HCP , $HPE (+0,57 %) , $27C , $JD. (+0,91 %)

3 Comentarios

Homer@Simpson

2Lun

Boring, just $AVGO and $COST 😂

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Aktien Stammtisch

@Aktien_Stammtisch

5Lun·

Aftermarket after quarterly figures, 05.12.

$ASAN (+1,24 %)
$RBRK (-0,65 %) +15.82%

$DOCU (+2,46 %)
$ULTA (+1,13 %)
$GTLB (-0,43 %)
$LULU (+1,14 %)

$VEEV (+0,69 %)
$PATH (-0,6 %)
$VSCO (+2,42 %)
$HPE (+0,57 %)
$IOT -6.58%

Aktien Stammtisch

@Aktien_Stammtisch

5Lun·

Earnings next week 🗓️

4 Comentarios

Usuario eliminado

5Lun

Comentario eliminado

Ver todas las 3 respuestas adicionales

Demas

@Demas

8Lun·

Do you think this is still a good ETF? A few years ago I bought Wisdom Cloud Computing ETF $WCLD (+0,46 %)

It is an ETF where I have the most losses but I personally think it still has a future.

The ETF consists of:

Samsara Inc-Cl A 1.86% $IOT

Gitlab Inc-Cl A 1.86% $GTLB (-0,43 %)

Box Inc - Class A 1.82% $BOX (+0,14 %)

Zoominfo Technologies Inc-A 1.80% $ZTNO

Zoom Video Communications-A 1.79% $ZM (+1,17 %)

Mongodb Inc 1.78% $MDB (+0,89 %)

Veeva Systems Inc-Class A 1.75% $VEEV (+0,69 %)

AvePoint Inc 1.71% $AVPT

Workday Inc 1.67% $WDAY (-0,92 %)

Dropbox Inc-Class A 1.66% $DBX (-1,67 %)

Remaining Portfolio 82.30%

I am curious about your opinion!

8 Comentarios

K@TechNav

8Lun

The ETF should hold positions in companies like Microsoft, Google, Adobe, Amazon, Salesforce, and Oracle. But positions like Zoom and Workday are garbage. What cloud services do people actually use? The ones from Google, Microsoft, and Apple—not Dropbox. This ETF is a complete joke.

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Ver todas las 2 respuestas adicionales

Aktien Stammtisch

@Aktien_Stammtisch

8Lun·

Gitlab Earnings $GTLB (-0,43 %)

Aktien Stammtisch

@Aktien_Stammtisch

8Lun·

Earnings next week 🗓️

5 Comentarios

8Lun

Can’t wait for dicks on Wednesday 😮☺️

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Ver todas las 4 respuestas adicionales

GeldGenie

@GeldGenie

9Lun·

Satisfied with the use of AI?

Have a wonderful Monday morning!

I just read an exciting survey from Bain & Company that shows that companies around the world are investing heavily in artificial intelligence (AI). Bain has identified four main themes that emerge from their survey:

Widespread adoption of Generative AI87% of the companies surveyed are developing, testing or already using generative AI. These technologies are mainly used in areas such as software development, customer service, marketing and sales.

High investmentsSmaller companies invest around USD 5 million per year in generative AI, while larger companies spend up to USD 50 million per year. These investments show the high confidence in the potential benefits of AI.

Expectations are being exceededMore than 80% of companies report that generative AI has met or exceeded their expectations. This underlines the immediate added value that AI can create in various business areas. - But not everyone is happy! (see picture)

Future priority60% of the companies surveyed see generative AI as a top 3 priority for the next two years. This indicates that the trend towards AI integration in companies will continue.

What do you think of these developments in the AI sector? Do you think that investments in AI will pay off in the long term?

I am convinced that investments in AI will pay off in the long term. The widespread use and significant investments show that the benefits are real. Of course there are risks, but the opportunities seem to outweigh the risks. I find the developments in software development and customer service particularly exciting, as immediate added value is created here. UGs (regardless of size) need to adapt to avoid being left behind.

I look forward to your opinions and an exciting discussion!

Source:

AI Survey: Four Themes Emerging | Bain & Company

Interesting stocks on the topic (don't hold any of the stocks mentioned):

$WIX (+0,12 %)
$GTLB (-0,43 %)
$GDDY (+0,89 %)
$APP (-1,21 %)
$ZENV

Hennington Research

@HennRes

11Lun·

What we can expect next week:

Monday, June 3:

S&P Flash U.S. Manufacturing PMI (May)
Construction Spending (April)
ISM Manufacturing (May)
Quarterly reports from GitLab ($GTLB (-0,43 %) ) and Science Applications International Corp. ($SAIC (+1,84 %) )

Tuesday, June 4:

Factory orders (April)
Job offers (April)
Quarterly reports from CrowdStrike Holdings ($CRWD (+1,73 %) ), Hewlett Packard Enterprise ($HPE (+0,57 %) ) and Bath & Body Works ($BBWI (-0,43 %) )

Wednesday, June 5:

S&P Flash U.S. Services PMI (May)
ADP Private Sector Employment (May)
ISM Services (May)
Trade deficit USA (April)
Quarterly reports from Lululemon Athletica ($LULU (+1,14 %) ), Dollar Tree ($DLTR (+0,39 %) ), Campbell Soup ($CPB (+2,25 %) ) and Five Below ($FIVE (+0,61 %) )

Thursday, June 6:

Initial claims for unemployment benefit (week ending June 1)
Quarterly reports from Samsara ($IOT ), Docusign ($DOCU (+2,46 %) ), Nio ($NIO (+2,8 %) ), J.M. Smucker ($SJM (+0,87 %) ) and Vail Resorts ($MTN (+0,74 %) )

Friday, June 7:

Labor Market Report USA (May)
Consumer Credit (May)
Wholesale inventories (April)

2 Comentarios

Hennington Research@HennRes

11Lun

Im Bild: Canary Wharf

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Hennington Research

@HennRes

1Año·

The upcoming week summarized:

Monday

Publication of the quarterly reports of GitLab ($GTLB (-0,43 %) )
Speech by Philadelphia Fed President Tom Harker

Tuesday

Release of factory orders (January) and the ISM Services PMI (February)
Super Tuesday pre-elections in 16 states
Quarterly reports from CrowdStrike ($CRWD (+1,73 %) ), Target Corp ($TGT (+1,36 %) ), Ross Stores ($ROST (+0,21 %) ) and Nordstrom ($JWN (+0,46 %) )

Wednesday

Release of the ADP Employment Report (February)
Statements from Fed Chair Jerome Powell before the House of Representatives
Publication of wholesale inventories (January), job vacancies (January) and the Federal Reserve Beige Book
Speeches from San Francisco Fed President Mary C. Daly and Minneapolis Fed President Neel Kashkari
Quarterly reports from Campbell Soup ($CPB (+2,25 %) ) and Abercrombie & Fitch ($ANF (-0,48 %) )

Thursday

Statements by Fed Chair Jerome Powell before the Senate
State of the Union Speech
Publication of initial applications for unemployment benefits (March 2), productivity (revisions to the fourth quarter) and the trade balance
Speech by Cleveland Fed President Loretta Mester
Quarterly reports from Broadcom ($AVGO (-2,17 %) ), Costco Wholesale Corp ($COST (+1,47 %) ), Kroger Company ($KR (+1,45 %) ), Marvell Technology ($MRVL (-2,05 %) ) and Victoria's Secret ($VSCO (+2,42 %) )

Friday

Release of the USlabor market report (February)
Speech by New York Fed President John C. Williams

4 Comentarios

Hennington Research@HennRes

1Año

The picture shows the UNO City & Financial District, in Vienna. This is one of the 4 locations of the UN around the world (New York, Geneva, Nairobi & Vienna)

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