2025年9月的西雅图，人工智能领域的王者OpenAI宣布以全股票交易的方式，将产品实验与分析公司Statsig收入囊中，交易金额高达11亿美元。 Statsig并非无名之辈，它的客户名单上闪耀着Notion这样明星公司的名字，甚至OpenAI自己也是其服务的对象。 然而，真正让这笔交易变得非同寻常的，是Statsig自2021年诞生之日起就刻在基因里的一条规定：全公司155名员工，必须每周五天全员到岗工作， 一天 都不能少。 在这个远程办公、混合模式成为主流的后疫情时代， Statsig的选择有些"复古"。 但这匹特立独行的"独角兽"却用惊人的成长速度——短短4年成长为独角兽公司，向世界证明了它的逻辑。其创始人——出身于Facebook的高管Vijaye Raji 认为，这种强制性的面对面工作，才得以锻造出一种"高带宽、深度协作"的组织文化。 这使得其他AI初创公司也纷纷采取每周4~5天到岗的"Office-First"文化，他们坚信，只有身处"脑谷"的中心，才能在想法和速度上不落后于人。 于是，一个问题出来了——咱们到底走"办公室派"，还是走"远程派"？ OpenAI的CEO Sam Altman也是 " ...

I'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value and holding them for the long haul, allowing them to compound their earnings and shareholder returns.Analyst’s Disclosure:I/we have no stock, option or similar derivative positi ...

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Presentation[indiscernible] great conference. This is that I was delayed because there were so many people, could not get up on time. So welcome to the Goldman Sachs Communacopia and Technology Conference. I think it's your first time as CEO of GitLab.Kasthuri RanganHead of Software Coverage Yes, you have. This conference has been -- it was just day 2 of a 4-day conference and it's been -- would you say it's been an amazing success, 3,000-plus people. For our industry, that's a really huge attendance. We're ...

GitLab (NasdaqGS:GTLB) 2025 Conference September 09, 2025 04:05 PM ET Company ParticipantsKash Rangan - Managing DirectorBill Staples - CEO & DirectorBrian Robins - CFOKash RanganTell us what a great conference this is that I was delayed because there were so many people. I could not get up on time. Welcome to the Goldman Sachs Communication and Technology Conference. I think it's your first time as CEO of GitLab.Bill StaplesFirst time at GitLab, yeah.Kash RanganBrian, you've been here before, right?Brian R ...

One of the market's more notable losers last week was GitLab (NASDAQ: GTLB ). The DevSecOps company saw its shares tumble after the second quarter report featured a revenue guidance miss and CFO exit. While the announced quarter saw its usualI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment man ...

As we wrap up the bulk of the Q2 earnings season, one theme has rung out clearly: Investors are largely ditching small- and mid-cap growth stocks and fleeing to the perceived safety of large-cap tech stocks, which are trading at veryWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contribut ...

瑞银将GitLab的目标价从73美元下调至60美元，维持"买入"评级。(格隆汇) ...

GitLab TodayGTLBGitLab$43.46 -3.45 (-7.35%) 52-Week Range$37.90▼$74.18P/E Ratio434.60Price Target$58.87Add to WatchlistGitLab’s NASDAQ: GTLB FQ2 earnings report provided the market with excuses to sell, including tepid guidance and the sudden departure of its CFO. However, the report also included ample reasons to buy the dip, including better-than-expected results, margin improvement, and signs of momentum that suggest the guidance could be cautious.  All in all, GitLab had a solid quarter, underpinned by ...

Key Takeaways GitLab Q2 EPS of $0.24 beat estimates, with revenue up 29.2% year over year at $236 million.Subscription revenue climbed 30.3% to $212.7M, driven by SaaS adoption and expanding customer base.Despite solid growth, GTLB shares fell 9.57% in pre-market trading after reporting results.GitLab (GTLB) reported second-quarter fiscal 2026 non-GAAP earnings of 24 cents per share, beating the Zacks Consensus Estimate by 50%. The company reported earnings of 15 cents per share in the year-ago quarter.Tota ...