"GitLab builds the platform enterprises use to write, secure, and ship software. In Q4 FY2026, GitLab posted revenue of $260.40M, up 23.2% year over year, ahead of estimates, with non-GAAP EPS at $0.30, exceeding expectations. Full-year free cash flow hit $219.55M, up 424% year over year, and ARR crossed $1 billion."
"NICE runs the CXone platform, the AI-native cloud contact center solution used by large enterprises globally. In Q4 2025, NICE posted revenue of $786.50M, up 9% year over year, demonstrating resilience in a challenging economic environment."
Investing in AI companies requires consideration of macroeconomic events, particularly potential oil shocks. Companies that are asset-light and subscription-driven are more likely to survive such downturns. GitLab and NICE are examples of AI companies that fit this model. GitLab reported significant revenue growth and a strong free cash flow, while NICE operates a cloud contact center solution with minimal supply chain dependencies. The performance of these companies during economic stress is crucial for investors focused on AI-driven sectors.
Read at 24/7 Wall St.
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