Q3 25 EPS
$0.23
BEAT +44.38%
Est. $0.16
Q3 25 Revenue
$196.0M
BEAT +4.14%
Est. $188.3M
vs S&P Since Q3 25
-75.8%
TRAILING MARKET
GTLB -52.1% vs S&P +23.7%
Market Reaction
Did GTLB Beat Earnings? Q3 2025 Results
GitLab posted a decisive beat across the board in its fiscal third quarter of 2025, with non-GAAP diluted EPS of $0.23 clearing the $0.16 consensus estimate by 44.38% and revenue of $196.05 million topping expectations by 4.14% on 31% year-over-year … Read more GitLab posted a decisive beat across the board in its fiscal third quarter of 2025, with non-GAAP diluted EPS of $0.23 clearing the $0.16 consensus estimate by 44.38% and revenue of $196.05 million topping expectations by 4.14% on 31% year-over-year growth. The outperformance was powered by accelerating subscription demand for its AI-driven DevSecOps platform, reflected in a 31% year-over-year rise in customers spending more than $100,000 in ARR to 1,144, and a Dollar-Based Net Retention Rate of 124% signaling strong upsell momentum. Non-GAAP operating margin expanded sharply to 13%, compared to just 3% a year ago, underscoring improving operating leverage as the business scales. The quarter also brought a significant leadership change, with co-founder Sid Sijbrandij stepping down as CEO for health reasons and Bill Staples assuming the role effective December 5, 2024. Looking ahead, GitLab guided Q4 revenue to $205 million to $206 million and raised its full-year FY2025 revenue outlook to $753 million to $754 million, with non-GAAP EPS of $0.63 to $0.64.
Key Takeaways
- • 31% year-over-year revenue growth driven by platform approach to software development
- • Dollar-Based Net Retention Rate of 124%
- • Customers with more than $100,000 ARR grew 31% year-over-year to 1,144
- • Customers with more than $5,000 ARR grew 16% year-over-year to 9,519
- • Total RPO grew 48% year-over-year to $811.8 million
- • cRPO grew 39% year-over-year to $515.2 million
- • Non-GAAP operating margin expanded to 13% from 3% year-over-year
GTLB YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
GTLB Revenue by Segment
With YoY comparisons, source: SEC Filings
“GitLab's growth at scale is a testament to the demand for a platform approach to software development. Our end-to-end DevSecOps platform addresses our customers' need to accelerate the pace of software development to remain competitive, innovate faster, and ship software more securely.”
— Sid Sijbrandij, Q3 2025 Earnings Press Release
GTLB Earnings Trends
GTLB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
GTLB EPS Trend
Earnings per share: estimate vs actual
GTLB Revenue Trend
Quarterly revenue: estimate vs actual
GTLB Quarterly Results
10 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $0.20 | $0.23 | +12.30% | $264.2M | +3.79% |
| Q4 26 BEAT FY | $0.23 | $0.30 | +29.98% | $260.4M | +3.24% |
| FY Full Year | $0.89 | $0.96 | +7.29% | $955.2M | +0.86% |
| Q3 26 BEAT | $0.20 | $0.25 | +24.01% | $244.4M | +2.11% |
| Q2 26 BEAT | $0.16 | $0.24 | +46.25% | $236.0M | +3.86% |
| Q1 26 BEAT | $0.15 | $0.17 | +11.77% | $214.5M | +0.61% |
| Q4 25 BEAT FY | $0.23 | $0.33 | +44.67% | $211.4M | +2.40% |
| FY Full Year | — | $0.74 | — | $759.2M | — |
| Q3 25 BEAT | $0.16 | $0.23 | +44.38% | $196.0M | +4.14% |
| Q2 25 BEAT | $0.10 | $0.15 | +50.00% | $182.6M | +3.22% |
| Q3 24 BEAT | $-0.01 | $0.09 | +1,000.00% | $149.7M | +5.78% |
| Q3 23 BEAT | $-0.15 | $-0.10 | +33.33% | $113.0M | +6.54% |