NASDAQ$GTLB
GitLab · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
GitLab reported strong revenue growth and improved profitability in Q4 FY25.
GitLab achieved a 29% year-over-year increase in revenue, reaching $211.4 million. The company also reported a significant improvement in its operating margin, with non-GAAP operating income rising to $37.4 million. GAAP net income reached $10.8 million, while non-GAAP net income was $56.7 million. Free cash flow also saw strong growth.
- Revenue increased 29% year-over-year to $211.4 million.
- Non-GAAP operating income reached $37.4 million, up from $13.2 million in Q4 FY24.
- GAAP net income improved to $10.8 million from a loss of $36.9 million in Q4 FY24.
- Dollar-based net retention rate stood at 123%, indicating strong customer expansion.
Headline financials
Revenue & EPS history
GitLab · Revenue · Quarterly
$211M
Revenue by segment
GitLab · $150M total across 2 segments · Q3 2024
- Subscription—self-managed and SaaS$131M+33.1%87.5%
- License—self-managed and other$18.7M+28.4%12.5%
Forward guidance
GitLab expects continued revenue growth in Q1 FY26, with revenue guidance set between $212M and $213M. The company also anticipates a non-GAAP operating income of $21M to $22M and non-GAAP EPS of $0.14 to $0.15.
Tailwinds
- Revenue guidance for Q1 FY26 is between $212M and $213M, signaling continued growth.
- Non-GAAP operating income is projected to improve further.
- Dollar-based net retention remains strong at 123%.
- Increased enterprise demand highlights GitLab’s strong positioning.
- Expansion of AI-powered GitLab Duo platform expected to drive future revenue.
Headwinds
- GAAP operating margins remain negative.
- Potential impact of increased expenses on profitability.
- Macroeconomic uncertainties could affect enterprise spending.
- Stock-based compensation remains a significant expense.
- Ongoing competition in the DevSecOps market.
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 Q4 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
| Quarter | Report date | Reaction (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 | — | — | — |
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