04.GitLab(GTLB.US)2025财年第四季度及全年业绩电话会：实现了强劲的财务表现，收入同比增长29% 至 2.11 亿美元，超出预期。非 GAAP 营业利润率提升至 18%，较去年同期增长 960 个基点。公司年度经常性收入（ARR）达到 5000 美元及以上的客户数量增至 9893 个，贡献了第四季度超过 95% 的总 ARR。其中，ARR 超过 10 万美元的客户数量增长 29%，达到 1229 个，包括 123 个 ARR 超过 100 万美元的客户，同比增长 28%。GitLab 的客户留存率（BBNRR）为 123%，显示出客户对平台的高度认可和扩展意愿。此外，GitLab 的 Dedicated 产品同比增长 90%，显示出单租户 SaaS 解决方案在特定行业的吸引力。展望 2026 财年，GitLab 预计全年收入为 9.36 亿至 9.42 亿美元，同比增长约 24%。

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