Gitlab (GTLB) - 2022 Q3 - Earnings Call Presentation

Business Overview - GitLab operates as a single platform for the DevOps lifecycle, aiming to streamline collaboration across various teams [8, 9] - The company has a dual-flywheel development strategy, releasing new product versions every month [17] - GitLab emphasizes a culture prioritizing results, iteration, transparency, collaboration, efficiency, and diversity [39] - GitLab is an all-remote company since 2014, with approximately 1,500 team members across ~65 countries [40, 41] Financial Performance - GitLab's run-rate revenue reached $267 million, with a year-over-year growth of 58% [6, 43] - The company has 4,057 base customers and 427 customers generating over $100,000 in ARR [6, 43] - GitLab reports a dollar-based net retention rate exceeding 130% [6] - The company's non-GAAP gross margin stands at 90% [6, 49] Market Opportunity and Strategy - By 2024, 60% of organizations are expected to switch to value stream delivery platforms, a significant increase from 20% in 2021 [9] - GitLab offers different pricing plans: Free, Premium ($19 per user/month), and Ultimate ($99 per user/month) [24] - A study commissioned by GitLab indicated customers can achieve a 407% ROI within three years of deployment [19, 20]