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GitLab (GTLB) investor relations material
GitLab UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary4 Dec, 2025
Year in review and company strengths
Marked one-year leadership anniversary, highlighting significant progress and increased excitement for the future.
Unified platform approach accelerates innovation, offering a single front end and data back end for DevSecOps.
Supports both cloud and self-managed deployments, appealing to sectors needing control over IP.
Achieved rapid payback and high ROI for customers, with a three-year ROI over 480%.
Maintains a strong position as an independent, at-scale public company in a competitive market.
AI and the future of developer tools
AI is expected to expand the total addressable market, with human-AI collaboration as the future of software engineering.
AI coding tools increase code generation but require robust checks for quality and security.
The Duo Agent Platform aims to AI-enable the entire software lifecycle, launching soon.
GitLab’s unique strengths are deep context and capability, leveraging a semantic knowledge graph for better agentic outcomes.
Early testing shows a 40% improvement in agentic outcomes using the knowledge graph.
Competitive landscape and platform advantage
Despite new entrants, only two companies provide at-scale DevSecOps services, highlighting the challenge of building a complete platform.
GitLab’s platform integrates security and compliance directly into the software pipeline, offering a strong value proposition.
Platform consolidation is expected, with AI capabilities increasingly subsumed into integrated solutions.
Consistent win and retention rates against competitors, with a focus on expanding the free tier and AI capabilities.
Duo Agent's impact on software innovation?
How does GitLab leverage context and capability?
Duo Agent pricing impact on FY27 revenue growth
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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.
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