GitLab Inc. (GTLB) Presents at UBS Global Technology and AI Conference 2025 Transcript
GitLab Inc. ( GTLB ) UBS Global Technology and AI Conference 2025 December 4, 2025 12:15 PM EST Company Participants William Staples - CEO & Director James Shen - Interim CFO & Director of Corporate Finance Conference Call Participants Karl Keirstead - UBS Investment Bank, Research Division Presentation Karl Keirstead UBS Investment Bank, Research Division Okay. Hi, everybody.
Gitlab Shares Down Despite Q3 Earnings Beat, Revenues Up Y/Y
GTLB's third-quarter fiscal 2026 results benefit from solid subscription revenue growth, driven by an expanding client base.
Gitlab (GTLB) Reports Q3 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Gitlab (GTLB) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
GitLab Inc. (GTLB) Q3 2026 Earnings Call Transcript
GitLab Inc. (GTLB) Q3 2026 Earnings Call Transcript
GitLab Inc. (GTLB) Q3 Earnings and Revenues Surpass Estimates
GitLab Inc. (GTLB) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.23 per share a year ago.
GTLB Stock Set to Report Q3 Earnings: A Smart Buy or Risky Investment?
GitLab's Q3 results are likely to benefit from strong revenue growth, rising enterprise adoption, and expanding AI-native DevSecOps momentum.
GitLab Stock Down 60% From Highs as Investor Sells 61,700 Shares — Is the Pullback a Buying Opportunity?
Connecticut-based Stadium Capital Management sold 61,700 shares of GitLab in the third quarter. The move contributed to the overall position's value falling by an estimated $2.8 million from quarter to quarter.
GitLab vs. Atlassian: Which DevOps Stock Should Investors Buy Now?
GTLB and TEAM reveal contrasting strengths as AI reshapes DevSecOps, highlighting how each platform tackles security, workflow and automation.
Can GitLab's Dedicated Platform Drive Further Upside in Revenues?
GTLB's Dedicated platform gains traction as enterprises seek managed control and compliance across expanding cloud pipelines.
Baron Fifth Avenue Growth Fund Q3 2025 Performance Update
Baron Fifth Avenue Growth Fund gained 5.7% during the third quarter, lagging the 10.5% gain for the Russell 1000 Growth Index and the 8.1% gain for the S&P 500 Index, the Fund's benchmarks. NVIDIA reported mid-term visibility of tens of GWs in AI buildouts, with each GW representing an estimated $35 billion total addressable market. Growth was broad-based across Shopify's core e-commerce merchant base and supported by successful expansion into offline, international, and business-to-business channels, which grew 29%, 42%, and 101%, respectively.
Can GitLab's DevSecOps Leadership Sustain Its Growth Momentum?
GTLB's AI-native DevSecOps platform drives steady enterprise growth as demand for secure, unified workflows accelerates.
GitLab: AI Is A Catalyst, Not A Threat
GitLab is undervalued amid AI disruption fears, but its security and reliability focus position it to benefit from rising AI-generated code. GTLB's new hybrid pricing model and operational leverage from AI tools support significant margin expansion and revenue growth potential. Despite a weak launch of GitLab Duo, recent improvements and accelerating customer cohort growth reinforce GTLB's positive outlook and risk/reward profile.
