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GitLab - The Best Risk/Reward in Software Today

GitLab - The Best Risk/Reward in Software Today

DB
Jun 23, 2025
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GitLab - The Best Risk/Reward in Software Today
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GitLab recent Q1 topline grew 27%, with a nice cash flow beat. However, shares were down ~10%. Q1 beat was smallest on record, and maintaining the guide coupled with low end customer adds were viewed negatively.

Gitlab has 3 product revenue deployment/reporting lines:

  1. Self-Managed Subscription Revenue: This is a ratable license including support and upda…

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