FROG
JFrog Ltd.65.31
-0.84-1.27%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
7.73BP/E (TTM)
-Basic EPS (TTM)
-0.70Dividend Yield
0%Recent Filings
8-K
JFrog appoints tech veteran Zarmi
JFrog Ltd. appointed Sigal Zarmi, a seasoned CIO from Morgan Stanley, PwC, GE Capital, and Staples, to its Board as a Class I director and Audit and Nominating Committee member, effective November 1, 2025. Her expertise in digital transformation bolsters JFrog's push into enterprise growth amid AI-driven DevOps, DevSecOps, and MLOps shifts. Zarmi brings board experience from ADT, GoDaddy, and HashiCorp. Forward-looking growth expectations carry execution risks.
10-Q
Q2 FY2025 results
JFrog's Q2 revenue climbed 23% year-over-year to $127.2M, with SaaS now at 45% of the mix, while gross margin dipped to 76% from 79% due to higher hosting costs and intangible amortization from the July 2024 Qwak acquisition. Operating loss widened to $26.0M from $19.1M, driven by 28% higher R&D and 21% increased sales spend, yet free cash flow hit $63.6M for the half-year on $64.9M operating cash. Cash and short-term investments swelled to $611.7M, with no debt. Solid liquidity cushions growth bets. Still, intensifying competition in DevSecOps could pressure margins further.
8-K
JFrog Q2 revenue up 23%
JFrog Ltd. reported Q2 2025 revenue of $127.2 million, up 23% year-over-year, with cloud revenue surging 45% to $57.1 million and now comprising 45% of total. The company added customers, reaching 61 with over $1 million ARR—a 45% increase—while non-GAAP operating income hit $19.4 million. Cloud adoption accelerates growth. Yet macroeconomic uncertainty lingers.
8-K
JFrog AGM approvals passed
JFrog shareholders approved all proposals at the May 20, 2025 annual general meeting, re-electing directors Frederic Simon, Andy Vitus, and Barry Zwarenstein for three-year terms amid close votes. They ratified Ernst & Young affiliate auditors for another year and endorsed compensation changes for CEO Shlomi Ben Haim and CTO Yoav Landman, plus the 2025 executive policy and board pay adjustments. Ben Haim's dual CEO-Chairman role cleared for three years. Votes split sharply on exec pay, signaling board accountability.
10-Q
Q1 FY2025 results
JFrog's Q1 revenue climbed 22% year-over-year to $122.4 million, fueled by 22% growth in both self-managed and SaaS subscriptions, while U.S. sales held steady at 60% of the mix. Gross margin dipped to 75% from 79%, pressured by higher SaaS hosting costs and intangible amortization from last year's Qwak acquisition, yet operating cash flow surged to $28.8 million. The net loss widened to $18.5 million, or $0.16 per diluted share on 113.4 million shares, mainly from $36.8 million in share-based compensation—far outpacing the $23.0 million operating loss. Cash and short-term investments swelled to $563.5 million, with free cash flow at $28.1 million after minimal capex. No debt burdens the balance sheet. Heightened competition from cloud giants like AWS and Azure could squeeze margins further.
IPO
Website
Employees
Sector
Industry
APPN
Appian Corporation
36.43-0.47
DDOG
Datadog, Inc.
140.05-2.00
FRGT
Freight Technologies, Inc.
2.51+0.08
JAMF
Jamf Holding Corp.
13.01+0.02
JTAI
Jet.AI Inc.
1.17-0.07
NOW
ServiceNow, Inc.
781.12+15.92
PEGA
Pegasystems Inc.
58.38+0.00
TEAM
Atlassian Corporation
159.56+0.39
U
Unity Software Inc.
44.57-0.65
XTRAF
XTRACT ONE TECHNOLOGIES INC.
0.46-0.02