GitLab Executives to Present at Goldman Sachs Communacopia & Technology Conference
ByAinvest
Tuesday, Aug 26, 2025 4:07 pm ET2min read
GTLB--
GitLab's DevSecOps Platform is a unified solution that integrates development, operations, information technology, security, and business teams. The platform is built on a single codebase, unified data model, and user interface, enabling organizations to deploy it in various environments, including hybrid-cloud and on-premises. It offers three subscription tiers: Free, Premium, and Ultimate, along with an automated cloud-native application security testing solution [1].
Palo Alto Networks (PANW), a significant player in the cybersecurity industry, recently expanded its Cortex Cloud platform with a new prevention-first Application Security Posture Management (ASPM) module. This module aims to stop risks before code hits production and integrates with various tools, including GitLab. Cortex Cloud's ASPM is part of Palo Alto Networks' broader platformization strategy, offering a single view of application risks without forcing developers to switch tools. The platform's ARR for Cortex and Cloud grew by about 25% year over year in the fourth quarter of fiscal 2025, reflecting strong momentum. Additionally, the company's net retention rate among platformized customers was 120%, with near-zero churn [2].
Competitors like CrowdStrike and SentinelOne are also expanding their platforms and leveraging AI innovation to stay competitive. CrowdStrike's Charlotte AI, for instance, offers autonomous expert-level triage, reasoning, and response at machine speed, while SentinelOne saw year-over-year growth of 24% in its ARR in the first quarter of fiscal 2026, driven by the adoption of its AI-first Singularity platform and Purple AI [2].
Shares of Palo Alto Networks have gained 1.4% year to date compared to the Security industry's growth of 7.3%. The company trades at a forward price-to-sales ratio of 11.52X, slightly lower than the industry average of 11.93X. The Zacks Consensus Estimate for PANW's fiscal 2026 and 2027 earnings implies year-over-year growth of 9.3% and 15.2%, respectively [2].
GitLab's upcoming presentation at the Goldman Sachs conference is expected to provide insights into the company's financial performance, strategic initiatives, and market position. Investors and financial professionals are encouraged to tune in to gain a better understanding of GitLab's growth prospects and competitive landscape.
References:
[1] https://www.marketscreener.com/news/gitlab-insider-sold-shares-worth-4-904-216-according-to-a-recent-sec-filing-ce7c51ddde8ff026
[2] https://finance.yahoo.com/news/panw-bets-prevention-first-aspm-142300758.html
GitLab CEO Bill Staples and CFO Brian Robins will present at the Goldman Sachs Communacopia & Technology Conference on September 9, 2025. The fireside chat will be webcast live and available on the GitLab investor relations website for one year. GitLab is a DevSecOps platform for software innovation, trusted by over 50 million registered users and 50% of the Fortune 100.
GitLab Inc., a leading provider of DevSecOps Platforms, will be showcasing its financial performance and strategic direction at the upcoming Goldman Sachs Communacopia & Technology Conference on September 9, 2025. The event will feature a fireside chat with GitLab CEO Bill Staples and CFO Brian Robins, which will be webcast live and available on the company's investor relations website for one year [1].GitLab's DevSecOps Platform is a unified solution that integrates development, operations, information technology, security, and business teams. The platform is built on a single codebase, unified data model, and user interface, enabling organizations to deploy it in various environments, including hybrid-cloud and on-premises. It offers three subscription tiers: Free, Premium, and Ultimate, along with an automated cloud-native application security testing solution [1].
Palo Alto Networks (PANW), a significant player in the cybersecurity industry, recently expanded its Cortex Cloud platform with a new prevention-first Application Security Posture Management (ASPM) module. This module aims to stop risks before code hits production and integrates with various tools, including GitLab. Cortex Cloud's ASPM is part of Palo Alto Networks' broader platformization strategy, offering a single view of application risks without forcing developers to switch tools. The platform's ARR for Cortex and Cloud grew by about 25% year over year in the fourth quarter of fiscal 2025, reflecting strong momentum. Additionally, the company's net retention rate among platformized customers was 120%, with near-zero churn [2].
Competitors like CrowdStrike and SentinelOne are also expanding their platforms and leveraging AI innovation to stay competitive. CrowdStrike's Charlotte AI, for instance, offers autonomous expert-level triage, reasoning, and response at machine speed, while SentinelOne saw year-over-year growth of 24% in its ARR in the first quarter of fiscal 2026, driven by the adoption of its AI-first Singularity platform and Purple AI [2].
Shares of Palo Alto Networks have gained 1.4% year to date compared to the Security industry's growth of 7.3%. The company trades at a forward price-to-sales ratio of 11.52X, slightly lower than the industry average of 11.93X. The Zacks Consensus Estimate for PANW's fiscal 2026 and 2027 earnings implies year-over-year growth of 9.3% and 15.2%, respectively [2].
GitLab's upcoming presentation at the Goldman Sachs conference is expected to provide insights into the company's financial performance, strategic initiatives, and market position. Investors and financial professionals are encouraged to tune in to gain a better understanding of GitLab's growth prospects and competitive landscape.
References:
[1] https://www.marketscreener.com/news/gitlab-insider-sold-shares-worth-4-904-216-according-to-a-recent-sec-filing-ce7c51ddde8ff026
[2] https://finance.yahoo.com/news/panw-bets-prevention-first-aspm-142300758.html
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