Gitlab Inc Q3 2022 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst : Congratulations on the first quarter as a public company. Sid, I'm curious if you could give us an update on your perspective in a post-pandemic world, if that were to ever happen, how does software development and release cycle change? Has it become faster or about the same? And also, if you could just give us a quick commentary on the competitive landscape? Any interesting displacements that you did that put you on the strategic road map for large Fortune 500 corporations?

Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst : Right. And the comment on any competitive displacements or any changes in the competitive arena where you're poised to take more share relative to the competition?

Question: Joseph Price Hickey - UBS Investment Bank, Research Division - Analyst : I'm on for Karl. The first question I have is, how do you think about the broader opportunity with you have 30 million registered users? There are numbers out there around the estimated number of professional developers, but the opportunity you have in much broader outside of maybe a more technical audience. So the first part would be, how do you think about that moving forward as you move away from just use cases primarily focused on source code management?

Question: Joseph Price Hickey - UBS Investment Bank, Research Division - Analyst : Got it. And then 1 quick follow-up would be on just the billings growth. I think you guys were lapping a big deal or something in Q3 last year. Could you elaborate more on that? And is billings and metrics we should really focus on going forward? Or do you expect it to be volatile?