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GitLab Inc. 8-K Filings

GTLB NASDAQ

Every 8-K that GitLab Inc. (GTLB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow GTLB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GTLB filings page.

Rhea-AI Summary

GitLab Inc. (GTLB) reported second quarter fiscal 2027 results with revenue of $286.3 million, up 21% year-over-year, driven by subscription and license growth. GAAP results showed a net loss of $36.8 million and a GAAP operating margin of (20)%, while non-GAAP operating margin was 15% with non-GAAP net income of $42.1 million.

Operating cash flow was $(3.1) million and non-GAAP adjusted free cash flow was $9.8 million, both down versus the prior year period. GitLab reported a Dollar-Based Net Retention Rate of 117%, total RPO of $1.2 billion, current RPO of $744.7 million, and repurchased about 3.5 million shares in the quarter.

For Q3 FY 2027, GitLab expects revenue of $281–$283 million and non-GAAP operating income of $35–$37 million. For full-year FY 2027, it guides to revenue of $1.129–$1.133 billion and non-GAAP diluted EPS of $0.85–$0.87. The company also disclosed that Chief Accounting Officer Simon Mundy will resign effective September 16, 2026, with CFO Jessica Ross assuming the additional role of principal accounting officer.

Rhea-AI Summary

GitLab Inc. provided a business update focused on its new consumption-based products and recently reported financial performance. The company highlighted its internal paid Consumption Run Rate (CRR) metric, noting that after refining the calculation to include its new Flex buying program and exclude certain one-time credit incentives, CRR as of the end of Q1 FY27 (for the quarter ended April 30, 2026) would have been closer to $15 million, versus the “nearly $20 million” figure discussed on its Q1 earnings call. Given continued growth in paid consumption, CRR has since surpassed $20 million as of June 30, 2026.

GitLab also reiterated Q1 FY27 non-GAAP financial highlights. Revenue was $264 million with 14% year-over-year growth and a non-GAAP operating margin of 23%, representing margin expansion of 203 basis points. Non-GAAP adjusted free cash flow was $147 million, corresponding to a 56% adjusted free cash flow margin. The accompanying slides emphasize adoption of GitLab Ultimate and the Duo Agent Platform, rising platform activity, and the company’s AI-driven, agentic product roadmap.

Rhea-AI Summary

GitLab Inc. reported governance updates from its 2026 annual meeting and an executive change. Chief Legal Officer, Head of Corporate Affairs, and Corporate Secretary Robin Schulman plans to resign effective June 30, 2026, and the company states her decision was not due to any disagreement over operations, policies, or practices.

Stockholders elected Class II directors Karen Blasing and Godfrey Sullivan to three-year terms ending at the 2029 annual meeting. Blasing received 243,319,905 votes for and 1,622,441 withheld, while Sullivan received 221,171,373 for and 23,770,973 withheld, with 30,729,455 broker non-votes for each. Stockholders also ratified KPMG LLP as independent auditor for the fiscal year ending January 31, 2027, with 271,236,365 votes for, 4,277,434 against, and 158,002 abstaining, and approved on a non-binding advisory basis the compensation of named executive officers.

Rhea-AI Summary

GitLab Inc. reported first quarter fiscal 2027 revenue of $264.2 million, up 23% year-over-year, with GAAP operating margin improving to (6)% and non-GAAP operating margin at 14%. Non-GAAP net income was $39.0 million, or $0.23 per diluted share, and operating cash flow reached $149.2 million with adjusted free cash flow of $146.7 million. Large customers continued to grow, with 1,519 customers above $100,000 of ARR and a Dollar-Based Net Retention Rate of 117%. GitLab’s board approved a restructuring plan that will reduce its global workforce by about 14% (around 350 employees) and exit 22 countries, driving expected pre-tax restructuring charges of $30–$35 million, mostly through fiscal 2027. The company also repurchased approximately 2.4 million shares and issued guidance for Q2 and full fiscal 2027 calling for continued revenue growth and positive non-GAAP operating income.

Rhea-AI Summary

GitLab Inc. announced that Executive Chair Sytse Sijbrandij converted all of his Class B common stock into Class A common stock on May 14, 2026. The company states this move was for personal tax planning and not connected to any purchase or sale of GitLab shares.

Class B shares carried 10 votes per share, while Class A shares carry one vote per share, so the conversion reduces the voting power attached to his holdings. GitLab also notes that a pre-established Rule 10b5-1 trading plan adopted in December 2025 executed a transaction on May 18, 2026. Sijbrandij remains Executive Chair and the largest individual Class A shareholder.

Rhea-AI Summary

GitLab Inc. expects its first quarter of fiscal 2027 results to be in line with guidance previously issued on March 3, 2026, and it is reaffirming its full‑year fiscal 2027 outlook. Final first‑quarter results and updated guidance will be discussed on an earnings call scheduled for June 2, 2026.

The company is launching a restructuring and global workforce reduction plan to realign its operations for what it calls the “agentic era” of AI. GitLab plans to cut its country footprint by about 30%, flatten management layers, reorganize R&D into roughly 60 smaller, more autonomous teams, and use AI agents to automate internal processes. Management says most savings are expected to be reinvested into strategic growth and AI infrastructure, while introducing new operating principles focused on speed, ownership, and customer outcomes.

Rhea-AI Summary

GitLab Inc. reported changes to its board of directors. On April 13, 2026, Merline Saintil notified the company that she will step down from the board and from the Compensation and Leadership Development Committee, effective April 15, 2026. Her decision is stated as not resulting from any disagreement with the company or its operations, policies, or practices. The board appointed existing director and Lead Independent Director Godfrey Sullivan to fill her committee seat and reduced the overall board size from nine to eight members effective the same date.

Rhea-AI Summary

GitLab Inc. reported strong fourth quarter and full-year fiscal 2026 results and announced a major share repurchase authorization. Full-year revenue reached $955.2 million, up 26% year-over-year, with non-GAAP operating margin improving to 17% and non-GAAP net income of $165.5 million.

For the fourth quarter, revenue was $260.4 million, up 23%, with non-GAAP operating margin of 21% and non-GAAP net income of $51.7 million. Full-year operating cash flow was $232.9 million and non-GAAP adjusted free cash flow was $219.6 million, showing much stronger cash generation than the prior year.

The board approved a $400 million share repurchase program for Class A common stock, to be funded from cash, cash equivalents, short-term investments, and ongoing cash from operations. Guidance for fiscal 2027 calls for revenue of $1.099–$1.118 billion and non-GAAP diluted EPS of $0.76–$0.80.

Rhea-AI Summary

GitLab Inc. reported that its board appointed Sivaprasad Padisetty as Chief Technology Officer, effective on or about January 15, 2026. He previously served as CTO of New Relic and held senior engineering and cloud leadership roles at Amazon and Microsoft, bringing long-term experience in large-scale software and infrastructure.

The company stated there are no special arrangements behind his selection, no family relationships with existing leaders, and no related-party transactions requiring disclosure. GitLab also noted that Padisetty will enter into its standard officer indemnification agreement. Separately, GitLab reaffirmed its fourth quarter and full fiscal year 2026 guidance that was previously provided in its third-quarter fiscal 2026 earnings release.

Rhea-AI Summary

GitLab Inc. (GTLB) disclosed that on November 25, 2025 it entered into a Right of First Refusal Agreement with Kilo Code, Inc., an affiliate of executive chair Sytse Sijbrandij. In exchange for $1,000, Kilo granted GitLab a contractual right that runs until August 24, 2026.

If Kilo receives a bona fide third-party acquisition proposal that it plans to accept or negotiate exclusively before that date, GitLab will have the right, for 10 business days, to pursue the same transaction on substantially matching economic and other terms. The agreement was reviewed, voted on, and approved by the Board’s Audit Committee and will be filed in full with GitLab’s Form 10-K for the year ended January 31, 2026.

Rhea-AI Summary

GitLab Inc. has reshaped its finance leadership following the previously disclosed resignation of its Chief Financial Officer and Interim Chief Accounting Officer, Brian Robins, effective September 19, 2025. The Board appointed James Shen as Interim Chief Financial Officer and interim principal financial officer, effective September 20, 2025.

Shen, previously Vice President of Finance, will receive an extra $10,000 per month in his interim role, bringing his annualized salary to about $472,154, with a target cash bonus of 30% of base salary. He was also granted restricted stock units valued at $500,000 in Class A common stock, vesting quarterly over two years, subject to continued employment.

The Board also appointed Simon Mundy as Chief Accounting Officer and principal accounting officer, effective the same date. Mundy will receive a base salary of $370,000, a target cash bonus of 40% of base salary, and RSUs valued at $700,000 vesting quarterly over four years, along with the company’s standard officer indemnification agreement.

Rhea-AI Summary

GitLab Inc. filed an 8-K describing several corporate updates. The company issued a press release with financial results for its fiscal quarter ended July 31, 2025, and plans a conference call to discuss its fiscal second quarter performance. The release, furnished as Exhibit 99.1, includes both GAAP and non-GAAP figures, with reconciliations provided in the press release.

GitLab also disclosed that Chief Financial Officer Brian Robins notified the company on August 28, 2025 of his intent to resign, effective September 19, 2025. His resignation is stated not to result from any disagreement over operations, policies, or practices, and the company is beginning a comprehensive search for a new CFO. In addition, GitLab posted supplemental investor materials on its investor relations website and reiterated that it may share material information through SEC filings, its website, social media accounts, press releases, conference calls, webcasts, and its corporate blog.