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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
GitLab
GitLab (GTLB) investor relations material
GitLab Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary1 Sep, 2026
Executive summary
Q2 FY27 revenue reached $286.3 million, up 21% year-over-year, with record gross bookings and net ARR growth of 42% year-over-year.
First Orders more than doubled year-over-year, and new logo net ARR grew 39%.
Ultimate ARR grew 35% year-over-year and now represents 59% of total ARR.
Paid Consumption Run Rate exceeded $40 million, up from $15 million in Q1, driven by Flex and Duo Agent Platform.
The company launched Flex, a hybrid seat and consumption-based model, with over 130 customers committing $20 million in the first six weeks.
Financial highlights
Non-GAAP operating income was $42.6 million (15% margin); GAAP net loss was $36.1 million for the quarter.
Gross margin was 86.5% non-GAAP and 84% GAAP.
Adjusted free cash flow was $9.8 million (3% margin); ended Q2 with $1.26 billion in cash and investments.
Calculated billings grew 24% year-over-year, doubling the prior quarter's growth rate.
SaaS revenue was 34% of total, up 36% year-over-year.
Outlook and guidance
Q3 FY27 revenue expected at $281–$283 million (15–16% year-over-year growth); non-GAAP operating income $35–$37 million.
FY27 revenue guidance raised to $1.129–$1.133 billion (18–19% growth); non-GAAP operating income $148–$152 million.
Non-GAAP EPS guidance: $0.19–$0.20 for Q3 and $0.85–$0.87 for FY27.
Full-year gross margin expected between 85–87%.
Guidance does not include potential Flex revenue recognition impacts, which may shift up to $13 million out of FY27.
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Next GitLab earnings date
Q3 20271 Dec, 2026
GitLab
Next GitLab earnings date
Q3 20271 Dec, 2026
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Frequently asked questions
The web-based DevOps platform
GitLab is a web-based DevOps platform that provides a range of tools for software development, version control, continuous integration and deployment, and security testing. The company's platform enables software teams to collaborate and work more efficiently, from planning and coding to testing and deploying. Some of GitLab’s competitors include National Instruments, Monday.com, Atlassian, and Nutanix.
A multi-sided platform
GitLab's platform consists of several components, including GitLab CE, the open-source version of the platform, and GitLab Enterprise, a commercial version that includes additional features and support. The company also offers a range of complementary tools and services, including GitLab Runner, a tool for continuous integration and deployment, and GitLab CI/CD, a tool for automating software testing and deployment.
Interesting facts about GitLab
GitLab was founded in 2011 and is headquartered in San Francisco, California. The company has a global presence with employees located in over 60 countries.
GitLab operates on a remote-first model, with a distributed workforce and a strong focus on collaboration and inclusivity.
One of the interesting things about GitLab is that it operates as an all-remote company, with no physical offices. This approach has enabled the company to attract talent from around the world and offer a flexible work environment that allows employees to work from anywhere.
Additionally, GitLab has been recognized for its commitment to transparency and openness, with a public handbook that outlines the company's values, culture, and processes.