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GitLab reported FY2026 revenue of $955.2 million, gross profit of $834.5 million, operating loss of $70.5 million and operating cash flow of $232.9 million. The setup depends on DevSecOps adoption, platform consolidation, gross-margin durability, operating dis
OpenDanaher and Agilent both sell into durable lab workflows, but the winner depends on recurring mix, margin quality, and cash conversion.
OpenDanaher reported 2025 revenue of $24.57 billion and Q1 2026 revenue of $5.95 billion. The thesis depends on bioprocess recovery, diagnostics demand, operating leverage, acquisitions and cash conversion.
OpenAeva has the kind of customer list lidar startups chase: Daimler Truck, a Top 10 European OEM, NVIDIA, Forterra, Nikon and smart-infrastructure deployments. The catch is that revenue is still $6.3 million a quarter, broad-based deliveries are not expected in 2
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