Financial Performance - GitLab's Q2 FY26 revenue reached $236 million, demonstrating a 29% year-over-year growth rate[7, 56] - The company achieved a 17% Non-GAAP operating margin in Q2 FY26[7, 56] - GitLab's Non-GAAP adjusted free cash flow margin was 20% in Q2 FY26, translating to $46 million in adjusted free cash flow[7, 56] - The dollar-based net retention rate was 121%[7] Customer Growth and ARR - GitLab has 10,338 base customers[7] - The number of customers with over $100K in ARR reached 1,344[7] - GitLab Dedicated accounts for $50 million of total ARR[26] Strategic Objectives - GitLab aims to acquire new customers through sales-led growth, focusing on first-order lands and module adoption[10, 12] - The company is accelerating customer value realization through sales excellence and faster value demonstration[18, 19] - GitLab is shifting towards depth-first innovation, investing in core DevOps, security, and AI growth levers[32] Product and AI - GitLab Ultimate contributes 53% of the company's total ARR[22] - 56% of startups joining the GitLab Startup Program in Q2 FY26 are AI companies[14] - Customer surveys indicate that 91% believe AI-native dev tools will increase their GitLab usage[43]

Core Viewpoint - Confluent, Inc. is under investigation for potential violations of federal securities laws following a significant drop in stock price after the release of its Q2 2025 financial results, which indicated a reduction in revenue growth due to a major client's shift towards self-management of data platforms [1][2]. Financial Performance - On July 30, 2025, Confluent reported its Q2 2025 financial results, highlighting that an AI-native customer is reducing its usage of Confluent Cloud, which is expected to dampen Q4 cloud revenue growth by low single digits [2]. - Following this announcement, Confluent's stock price fell by $8.67, or 32.8%, closing at $17.73 per share on July 31, 2025, resulting in financial losses for investors [2].

作者：张昊然，Motiff 妙多 Co-Founder、副总裁 编辑：Cage 曾被专业设计师看成"玩具"的生成式 UI，如今正在和 vibe coding 一起改写开发和设计工作流，需求- >代码->设计的新工作流开始出现。本文回溯了这场演变：从早期「拼乐高」式的模板化设计，到 Claude Sonnet 3.5 更新开始模型有了创造力、直接写出高美感和风格化的前端代码，到如今 AI 展现 出理解并遵循特定"设计系统"的能力。 AI 设计的表达力和风格多样性这两个维度上实现了跃迁式进步，让我们开始期待未来有 AI-native 的 设计编辑器，设计中的 70%+ 工作由 AI 完成，类似设计领域的 Cursor 甚至 Devin。设计师的价值不 再是操作设计工具进行构建，而是回归设计本身进行更多的思考、呈现更多的创意方案、推进更高 质量的决策。 本文是一篇读者投稿，来自 Motiff 妙多的 Cofounder 昊然。他基于这两年打造 AI-native 设计工具的 经验，对 AI+设计领域的未来可能性进行了推演，尤其是如何在模型能力的飞速进展下对业务方向 和技术路线作出决策。相信来自优秀读者朋友的实践和观 ...