GitLab Inc. (GTLB) furnished a Form 8-K on July 8, 2026, announcing that it had published new “Business Update Slides” for investors, analysts and other market participants. The disclosure was made under Item 7.01, Regulation FD Disclosure, and the slide deck was furnished as Exhibit 99.1. The company said the materials provide updated business information and may be used, in whole or in part, in future presentations. The main substantive update concerns GitLab’s early progress in consumption-based products. GitLab provided additional detail on its paid Consumption Run Rate, or “CRR,” an internal metric it first discussed during its fiscal 2027 first-quarter earnings call on June 2, 2026, for the quarter ended April 30, 2026. GitLab emphasized that CRR is not currently material to its overall financial performance because its consumption-based offerings were only recently launched, but said the metric is intended to give investors an early signal of adoption and potential future revenue contribution. GitLab said it has seen continued positive traction in paid consumption revenue year-to-date in fiscal 2027 and has closed its first deals under “Flex,” a new consumption-based buying program that became available to customers after the June earnings call. The company also said it has refined the CRR calculation since first introducing the metric. The updated methodology now includes Flex and excludes certain one-time credit incentives granted to paying customers. As a result of that refinement, GitLab said CRR as of the end of the first quarter of fiscal 2027 would have been closer to $15 million, rather than the “nearly $20 million” figure discussed on the June 2 earnings call. However, the company said paid consumption trends have continued to grow, and CRR had surpassed $20 million as of June 30, 2026. GitLab cautioned that CRR is a new internal metric and that its definition and calculation methodology are expected to continue evolving as the consumption business matures. The company said future refinements may incorporate additional consumption products, changing go-to-market practices and new buying programs. The filing also included standard forward-looking statement language, noting that statements about consumption-based product trends, the future uptake of Flex and future developments in the CRR metric are subject to risks and uncertainties. GitLab specified that the information was furnished, not filed, meaning it is not deemed filed for purposes of Section 18 of the Securities Exchange Act and is not automatically incorporated into Securities Act registration statements or other documents. The filing was signed by Chief Financial Officer Jessica P. Ross on July 8, 2026.