GitLab Inc. announced the general availability of its Duo Agent Platform, the first public release of the company’s AI‑enabled orchestration suite. The platform expands GitLab’s single‑application DevSecOps offering by adding agentic chat, custom agent creation, and integration with leading AI tools such as Anthropic’s Claude Code and OpenAI’s Codex CLI.
The Duo Agent Platform introduces three types of agents: foundational agents that perform complex delivery tasks, custom agents that can be built from an internal AI catalog, and external agents that bring third‑party AI tools into GitLab’s workflow. The platform’s design allows teams to orchestrate AI agents across the entire software development lifecycle, addressing the “AI paradox” where rapid code generation creates new bottlenecks in testing, security, and compliance.
Premium and Ultimate subscribers receive $12 and $24 of included credits per user each month, respectively, at no additional cost. Users who exceed the monthly allowance can purchase extra credits on a pay‑as‑you‑go basis. The credit system is intended to encourage adoption while creating a new consumption‑based revenue stream that complements GitLab’s existing seat‑based licensing.
GitLab’s shift to a hybrid seat‑plus‑usage model is expected to increase revenue per customer as AI agents take on tasks previously performed by human developers. The company’s Q3 FY2026 results—$244.4 million in revenue, up 25% year‑over‑year, and an 18% non‑GAAP operating margin—illustrate the financial momentum that the new platform can accelerate. Management highlighted that the platform’s monetization strategy will build on the strong demand for AI‑driven DevSecOps solutions and the company’s deep contextual data advantage.
Analysts have responded with caution, downgrading GitLab in recent weeks amid concerns about execution risk and pricing headwinds. Despite the mixed sentiment, many analysts acknowledge the long‑term AI potential and the competitive moat that the Duo Agent Platform reinforces against fragmented toolchains.
Manav Khurana, Chief Product and Marketing Officer, said the platform “marks a fundamental shift in how AI delivers value in software development.” James Shen, interim Chief Financial Officer, added that the company’s Q3 FY2026 results “demonstrate the effectiveness of our hybrid pricing model and the strong demand for AI‑enabled DevSecOps.”
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