FROG
JFrog Ltd.65.31
-0.84-1.27%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Enterprise focus, security tailwinds affirmed
Q&A drilled into JFrog's enterprise shift, attributing flat customer counts to 300-logo consolidations, low-ASP pruning, and China/Russia churns, while new logos deliver higher ASPs and faster growth. Security incidents like npm Shaykhulud emerged as structural tailwinds, exploding Curation demand across existing customers, new enterprise wins, and project expansions. AI agents drive a weekly-visible binary tsunami, but management sticks to commitment-based guidance, no usage upside baked in. AppTrust addresses AI governance bottlenecks. Analysts flagged AI risks; Shlomi countered binaries remain king. Q&A reaffirms scripted momentum. Watch security attach rates.
Key Stats
Market Cap
7.73BP/E (TTM)
-Basic EPS (TTM)
-0.70Dividend Yield
0%Recent Filings
8-K
10-K
8-K
10-Q
8-K
IPO
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