cust.co / Compare / GitLab vs Cadence Design Systems

GitLab vs Cadence Design Systems - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in Dev Tools. Both at Public stage.

GitLab leads by +7pp on latest NRR (117% vs 110%).

NRR over time

102%110%118%126%134% FY2021-Q3FY-2023FY2025-Q1FY-2025FY2026-Q2FY-2026FY2027-Q2 NRR GitLab Cadence Design Systems GitLab - FY2021-Q3: 130% GitLab - FY-2022: 130% GitLab - FY2023-Q1: 130% GitLab - FY-2023: 130% GitLab - FY2024-Q1: 130% GitLab - FY-2024: 130% GitLab - FY2025-Q1: 129% GitLab - FY2025-Q2: 126% GitLab - FY2025-Q3: 124% GitLab - FY-2025: 123% GitLab - FY2025-Q4: 118% GitLab - FY2026-Q1: 122% GitLab - FY2026-Q2: 121% GitLab - FY2026-Q3: 119% GitLab - FY2026-Q4: 118% GitLab - FY-2026: 118% GitLab - FY2027-Q1: 117% GitLab - FY2027-Q2: 117% Cadence Design Systems - FY-2023: 106% Cadence Design Systems - FY2026-Q1: 110%

GitLab hit a higher all-time peak (130% in FY2021-Q3).

Stat-by-stat

Metric GitLab Cadence Design Systems
Latest NRR 117% 110%
All-time peak NRR 130% 110%
All-time low NRR 117% 106%
QoQ change +0pp +4pp
YoY change -2pp -
3-year change -13pp -
Disclosures tracked 18 2

Customer cohorts

MetricGitLabCadence Design Systems
Total customers 11,114 -
Over $100K ARR 1,571 -
Over $1M ARR - -
Top-10 concentration - -
Average ACV - -
US revenue mix 83.5% 43%

Commercial structure

MetricGitLabCadence Design Systems
Total RPO $1.2B $8.0B
Current RPO (12mo) $754M $4.4B
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 90.2% 77%
New customers added 1,700 12

Post-sales motion

MetricGitLabCadence Design Systems
CS team size - -
Customers per CSM - -
Pricing model hybrid hybrid
Renewal cadence annual multi-year
CSM coverage model - account-named
Top customer exec - Paul Scannell

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