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Apr 30

GitLab Q1 2026 Earnings Report

GitLab reported strong revenue growth and a record adjusted free cash flow in Q1 FY26, highlighting momentum in its AI-native DevSecOps platform.

Key Takeaways

GitLab posted solid top-line growth and positive non-GAAP operating income, driven by new AI features and platform enhancements. The company also saw improvements in key customer metrics and cash generation.

Revenue grew to $214.5 million, a 27% year-over-year increase.

Non-GAAP net income reached $29.4 million with EPS of $0.17.

Dollar-based net retention remained strong at 122%.

GitLab Duo with Amazon Q and GitLab 18 were major AI-native product advancements.

Total Revenue
$215M
Previous year: $169M
+26.8%
EPS
$0.17
Previous year: $0.03
+466.7%
Dollar-Based NRR
122%
Customers ARR > $5K
10.1K
Previous year: 8.94K
+13.1%
Customers ARR > $100K
1.29K
Previous year: 1.02K
+26.0%
Gross Profit
$189M
Previous year: $150M
+26.0%
Cash and Equivalents
$256M
Previous year: $420M
-39.2%
Free Cash Flow
$104M
Previous year: $37.4M
+178.1%
Total Assets
$1.44B
Previous year: $1.32B
+9.1%

GitLab

GitLab

GitLab Revenue by Segment

Forward Guidance

GitLab expects Q2 FY26 revenue of $226M–$227M and FY26 revenue of $936M–$942M, with continued profitability on a non-GAAP basis.

Positive Outlook

  • Revenue guidance for FY26 raised to up to $942M.
  • Non-GAAP operating income forecast up to $121M.
  • EPS guidance remains strong at $0.74–$0.75 for FY26.
  • GitLab Duo and GitLab 18 expected to drive future growth.
  • Achieved FedRAMP Moderate status for government expansion.

Challenges Ahead

  • GAAP net income remains negative.
  • Gross margin slightly declined YoY (GAAP 88% vs 89%).
  • Operating margin on GAAP basis still at -16%.
  • High stock-based compensation continues to weigh on margins.
  • Cash flow growth dependent on continued execution.

Revenue & Expenses

Visualization of income flow from segment revenue to net income