财务数据和关键指标变化 - 公司第一季度收入为1.269亿美元,同比增长45% [1][2] - 公司的客户续订率(dollar-based net retention rate)为128% [2] - 公司的非GAAP经营利润率改善了近1700个基点,达到负12% [9][10] - 公司的经营现金流使用为1100万美元,同比改善 [10][11] 各条业务线数据和关键指标变化 - 公司的Ultimate版本是最快增长的版本,占总ARR的42% [16][17] - 公司的大客户(ARR超10万美元)数量达到760家,同比增长39% [9][10] 各个市场数据和关键指标变化 - 公司在欧洲市场获得了一家大型银行客户,采用公司的DevSecOps平台 [6][7] - 公司在英国市场获得了一家数字银行客户NetWest Group,采用公司的DevSecOps平台 [7] 公司战略和发展方向及行业竞争 - 公司正在大力投入AI技术,已经推出了10个AI功能,比竞争对手多3倍 [3][4] - 公司认为AI将扩大软件开发市场,增加新的开发人员群体,并带来ModelOps的机会 [4][5][18] - 公司认为自身作为一个DevSecOps平台相比单纯的开发者平台更有优势 [5][6] - 公司正在与云服务商如谷歌和甲骨文建立合作,提升自身AI能力 [8][9] 管理层对经营环境和未来前景的评论 - 公司认为宏观经济环境压力持续,销售周期和客户流失率仍高于历史水平 [8][11] - 公司对自身的定价策略和AI产品的推出感到乐观,预计将带来正面影响 [8][11][23] - 公司表示将继续专注于负责任的增长,保持经营效率 [11][12]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) [X] QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2023 or [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40895 GITLAB INC. (Exact name of registrant as specified in its charter) Delaware 47-1861035 (State or ot ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) [X] ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2023 or [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40895 GITLAB INC. (Exact name of registrant as specified in its charter) Delaware 47-1861035 (State or other ju ...

GitLab Inc. (NASDAQ:GTLB) Q4 2023 Earnings Conference Call March 13, 2023 4:30 PM ET Company Participants Sharlene Seemungal - Investor Relations Sid Sijbrandij - Co-Founder and Chief Executive Officer Brian Robins - Chief Financial Officer Conference Call Participants Kash Rangan - Goldman Sachs Sterling Auty - MoffettNathanson Matthew Hedberg - RBC Joel Fishbein - Truist Securities Michael Turits - KeyBanc Koji Ikeda - Bank of America Karl Keirstead - UBS Rob Owens - Piper Sandler Derrick Wood - Cowen Rya ...

Investor Presentation Fourth Quarter Fiscal Year 2023 This presentation contains "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact are forward-looking statements. These statements include, but are not limited to, statements regarding our future operating results and financial position, anticipated future expenses and investments, expectations relating to certain of our ...