NASDAQ$GTLB

GitLab · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

GitLab's Q2 2025 financial results were reported, showing substantial year-over-year revenue growth and operating margin expansion.

GitLab reported a 31% year-over-year increase in total revenue, reaching $182.6 million. The company also demonstrated significant GAAP and Non-GAAP operating margin expansion and generated $11.7 million in operating cash flow and $10.8 million in Non-GAAP adjusted free cash flow.

  • Total revenue reached $182.6 million, a 31% increase year-over-year.
  • GAAP and Non-GAAP operating margins showed significant year-over-year expansion.
  • Operating cash flow was $11.7 million and Non-GAAP adjusted free cash flow was $10.8 million.
  • Customers with more than $100,000 of ARR reached 1,076, an increase of 33% year-over-year.

Headline financials

Total Revenue

$183M

Previous: $140M+30.8%
EPS

$0.08

Previous: $0.01+700.0%
Customers >$5K ARR

9.3K

Previous: 7.8K+19.2%
Customers >$100K ARR

1.1K

Previous: 810+32.7%
Capital Expenditures

-$1.55M

Previous: -$533K-191.0%
Free Cash Flow

$11.4M

Previous: -$50.6M+122.5%
Net Income

$12.9M

Previous: -$50.1M+125.9%
Operating Income

-$41M

Previous: -$54.1M+24.1%
Gross Profit

$161M

Previous: $125M+29.1%
R&D Expense

$61.3M

No prior period
Stock-Based Comp

$49M

Previous: $46.4M+5.6%

Revenue & EPS history

GitLab · Revenue · Quarterly

$183M

Q2 2025+30.8%vs Q2 2024
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

GitLab · $150M total across 2 segments · Q3 2024

  • Subscription—self-managed and SaaS
    $131M+33.1%
  • License—self-managed and other
    $18.7M+28.4%

Forward guidance

GitLab expects revenue between $187.0 million and $188.0 million for Q3 FY 2025 and between $742.0 million and $744.0 million for the full fiscal year 2025. Non-GAAP operating income is expected to be between $19.0 million and $20.0 million for Q3 FY 2025 and between $55.0 million and $58.0 million for the full fiscal year 2025. Non-GAAP diluted net income per share is expected to be between $0.15 and $0.16 for Q3 FY 2025 and between $0.45 and $0.47 for the full fiscal year 2025.

Tailwinds

  • Revenue for Q3 FY 2025 is projected to be between $187.0 million and $188.0 million.
  • Full year 2025 revenue is expected to range from $742.0 million to $744.0 million.
  • Non-GAAP operating income for Q3 FY 2025 is forecasted to be between $19.0 million and $20.0 million.
  • Non-GAAP operating income for the full year 2025 is projected to be between $55.0 million and $58.0 million.
  • Non-GAAP diluted net income per share is expected to be between $0.15 and $0.16 for Q3 FY 2025.

Headwinds

  • The forward-looking statements are subject to many factors that may cause actual results to differ materially.
  • These factors include the ability to effectively manage growth.
  • These factors include the ability to achieve and sustain profitability.
  • These factors include the impact of security and privacy breaches.
  • These factors include general economic conditions and slow or negative growth of the markets.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+2.6%

Avg return

Earnings day

+5.4%

Avg return

5 days after

+1.6%

Avg return

30 days after

52%

12 / 23 earnings

Positive

+37.7%

Q1 2024

Best reaction

-23.4%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-7.2%-7.9%-15.5%
Q3 2026-12.8%-9.9%-16.6%
Q2 2026-7.3%+2.7%+0.0%
Q1 2026-0.1%+2.7%+2.3%
Q4 2025+11.6%+0.2%-24.4%
Q3 2025+0.9%-7.5%-10.2%
Q2 2025+14.7%+12.0%+2.9%
Q1 2025-5.2%-7.6%+12.7%
Q4 2024-19.7%-21.3%-22.9%
Q3 2024+12.4%+12.8%+11.2%
Q2 2024+1.7%+6.5%-9.4%
Q1 2024+37.7%+39.9%+50.3%
Q4 2023-23.4%-16.8%-23.6%
Q3 2023+1.6%+12.4%+3.1%
Q2 2022+16.6%+30.2%+12.1%
Q2 2023+12.1%+20.0%+17.5%
Q1 2022+26.4%+12.8%+48.3%
Q1 2023+24.6%+9.8%+36.8%
Q1 2020-7.1%+2.0%-15.0%
Q4 2022+0.5%+76.9%+43.3%
Q4 2021-5.4%-15.9%-21.6%
Q3 2021-5.4%-15.9%-21.6%
Q3 2022-7.1%-14.8%-21.7%
Q2 2021
Q1 2021

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro