JFrog (FROG) FY Conference May 13, 2025 08:50 AM ET Speaker0 All right. I think that's our queue. Good morning, everybody. Thanks for joining. I'm delighted to have here with us Co Founder and CEO of JFrog, Shlomi Benheim and CFO, Ed Greb Shed. Guys, thank you for taking some time. Speaker1 Thank you for having us. Speaker0 Maybe we'll start with a quick introduction about yourself and maybe a few words on JFrog as well for the people in the audience who might not know about it. Speaker1 Yes. So good mornin ...

Core Insights - JFrog Ltd. reported revenue of $122.41 million for the quarter ended March 2025, marking a year-over-year increase of 22% and exceeding the Zacks Consensus Estimate of $117.19 million by 4.45% [1] - The company achieved an EPS of $0.20, which is an increase from $0.16 a year ago, resulting in an EPS surprise of 25% compared to the consensus estimate of $0.16 [1] Financial Performance Metrics - JFrog has 1,051 customers with over $100k in ARR, surpassing the average estimate of 1,037 based on two analysts [4] - Revenue from self-managed licenses was reported at $5.98 million, exceeding the average estimate of $5.40 million from seven analysts, reflecting a year-over-year change of 22% [4] - Subscription revenue from self-managed and SaaS totaled $116.43 million, compared to the average estimate of $111.71 million from seven analysts, also showing a year-over-year increase of 22% [4] - SaaS subscription revenue reached $52.61 million, exceeding the estimated $49.78 million from six analysts [4] - Revenue from self-managed subscriptions was reported at $69.80 million, surpassing the average estimate of $67.34 million from six analysts [4] Stock Performance - JFrog's shares have returned +16% over the past month, outperforming the Zacks S&P 500 composite's +13.7% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended March 31, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 Commission File Number: 001-39492 JFrog Ltd. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) 270 E. C ...

JFrog Ltd. (NASDAQ:FROG) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Jeffrey Schreiner - VP, IR Shlomi Ben Haim - Co-founder and CEO Ed Grabscheid - CFO Conference Call Participants Pinjalim Bora - JPMorgan Sanjit Singh - Morgan Stanley Brad Reback - Stifel Kingsley Crane - Canaccord Miller Jump - Truist Securities Eamon Coughlin - Barclays Mark Cash - Raymond James Koji Ikeda - Bank of America Andrew Sherman - TD Cowen Shrenik Kothari - Baird Jason Celino - Keybanc Capital ...

JFrog Ltd. (FROG) came out with quarterly earnings of $0.20 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 25%. A quarter ago, it was expected that this company would post earnings of $0.14 per share when it actually produced earnings of $0.19, delivering a surprise of 35.71%.Over the last four quarters, the company has surp ...

JFrog (FROG) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Ladies and gentlemen, thank you for joining us, and welcome to JFrog's First Quarter twenty twenty five Financial Results Conference Call. After today's prepared remarks, we will host a question and answer session. I will now hand the conference over to Jeffrey Schreiner, VP, Investor Relations. Jeffrey, please go ahead. Speaker1 Thank you, Nicole. Good afternoon, and thank you for joining us as we review JFrog's first quarter twenty twent ...

DISCLAIMER This presentation contains forward-looking statements that reflect our current views with respect to, among other things, the operations and financial performance of JFrog Ltd. and its subsidiaries (collectively, "JFrog," "we," "us," or "our"). All statements other than statements of historical facts contained in this presentation, including statements regarding matters such as our industry, business strategy, goals, and expectations concerning our market position, future operations, margins, pro ...

Exhibit 99.1 JFrog Announces First Quarter 2025 Results Sunnyvale, Calif., May 8, 2025 – JFrog Ltd. ("JFrog") (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software Supply Chain Platform, today announced financial results for its first quarter ended March 31, 2025. "The JFrog Platform has become the software system of record for organizations, transforming how software is created and delivered by unifying DevOps, DevSecOps, and AI/MLOps in one platform," said Shlomi Ben Haim, CEO and ...

Core Insights - ThoughtSpot has appointed Micheline Nijmeh as Chief Marketing Officer, emphasizing its commitment to transforming business intelligence and empowering decision-makers with data [1][3] - Nijmeh brings extensive experience from leading companies like ZScaler, Salesforce, and JFrog, where she played a crucial role in brand evolution and post-IPO growth [2][3] - Under Nijmeh's leadership, ThoughtSpot aims to enhance its global marketing strategy, increase brand awareness, and drive market growth [3][4] Company Performance - ThoughtSpot reported a significant fiscal growth in Fiscal Year 2024, achieving 40% year-over-year SaaS growth and more than doubling its monthly active users [4] - The company has expanded its AI capabilities with the launch of Spotter, an agentic AI analyst, and Analyst Studio, which supports data teams in preparing data for AI and analytics [4] Leadership Changes - The company has strengthened its senior leadership team, including the appointments of Ketan Karkhanis as CEO, Brad Roberts as CFO, and others in key positions [5] Company Mission and Offerings - ThoughtSpot's mission is to create a fact-driven world by enabling users to explore data, ask questions, and uncover actionable insights quickly [6] - The platform features intuitive natural language search and offers a low-code solution for developers to integrate AI-powered analytics into their products [6] - Industry leaders such as NVIDIA, Hilton Worldwide, and Capital One utilize ThoughtSpot to enhance data-driven decision-making [6]

Group 1 - The stock market is currently fluctuating around all-time highs, leading to concerns about maintaining an overweight exposure in equities [1] - The portfolio is focused on "growth at a reasonable price" stocks, indicating a strategy that balances growth potential with valuation [1] - Gary Alexander has extensive experience in technology companies and startups, contributing to insights on industry trends [1] Group 2 - The article expresses a beneficial long position in the shares of FROG, indicating a positive outlook on this specific stock [2] - The author emphasizes that the article reflects personal opinions and is not influenced by compensation from any company mentioned [2]