GTLB vs SHOP

GitLab announced general availability of the GitLab Duo Agent Platform and launched GitLab Credits (a usage-based pricing model) positioning Duo as an AI-driven, monetizable growth driver. Management frames 'intelligent orchestration' and 'agentic AI automation' as core capabilities to move software teams to continuous development. No external AI partnerships were disclosed. Financially, FY2026 total revenue was $955.2M (up 26% YoY), non-GAAP operating income was $162.8M, non-GAAP net income was $165.5M, and non-GAAP adjusted free cash flow was $219.6M. Guidance provided for Q1 FY2027 ($253.0–$255.0M revenue; $0.20–$0.21 non-GAAP diluted EPS) and FY2027 ($1,099–$1,118M revenue; $0.76–$0.80 non-GAAP diluted EPS). Overall tone on AI is bullish with moderate execution confidence, supported by a product launch and a usage-based monetization mechanism.

Shopify reports strong FY2025 results ($11.556B revenue, 30% YoY growth, $2.007B free cash flow) and positions AI as a core strategic focus. Management highlights 'AI commerce' and says it is investing in named initiatives/products — Sidekick, Catalog, and the Universal Commerce Protocol — to improve product discovery and purchase flows. Commentary links AI-driven buyer discovery to continued investment while maintaining margins. No numeric revenue or EPS guidance was provided for AI-specific products; Q1 2026 revenue is guided as a low‑thirties percent growth rate rather than a dollar figure.