JFrog (FROG)
NASDAQ:FROG
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.24Last Year’s EPS
0.18Same Quarter Last Year
Strong Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial picture driven by accelerated cloud adoption (50% cloud growth), strong retention (120% NDR) and margin expansion. Innovations for AI artifacts (MCP and Skills registries) and strategic partnerships (NVIDIA) reinforce product leadership. Key risks highlighted were the dependence on converting cloud over-usage into committed ARR, conservative full-year guidance despite outperformance in Q1, slower on-prem growth, and competitive/technical uncertainties from evolving LLM/tooling capabilities. Overall, the positives (robust cloud momentum, high retention, improved profitability, strong cash flow and product innovation) outweigh the risks tied to timing of contract conversions and market competition.Company Guidance
Total Revenue Growth
Q1 total revenue of $154.0M, up 26% year-over-year and exceeded the top end of guidance on every metric.
Cloud Revenue Acceleration
Cloud revenue of $78.9M, up 50% year-over-year and representing 51% of total revenues (vs. 43% a year ago) — milestone quarter where cloud exceeded on‑prem revenue contribution.
Enterprise Subscription Expansion
Enterprise Plus subscriptions contributed 58% of revenue (up from 55% prior year) and Enterprise Plus revenue grew 33% year-over-year.
Large Customer Momentum
Customers spending >$1M increased to 80 from 54 (48% year-over-year growth); customers spending >$100k rose to 1,225 from 1,051 (17% year-over-year growth).
Net Dollar Retention and Retention Metrics
Net dollar retention for trailing four quarters was 120% (up 4 percentage points year-over-year and +1 point sequentially); gross retention was 97% in Q1.
Improving Margins and Profitability
Gross profit $129.0M with gross margin 83.8% (vs. 82.5% year-ago). Operating profit $32.9M with operating margin 21.4% (vs. 17.4% year-ago). Non-GAAP operating expense discipline: 62% of revenues vs. 65% prior year.
Strong Cash Flow and Balance Sheet
Cash flow from operations $38.4M and free cash flow $37.3M (24.2% margin vs. 23% prior year). Cash & short-term investments $741.2M (up from $704.4M).
Order Book and Capital Return
Remaining performance obligations (RPO) $574.9M, up 36% year-over-year; announced first-ever $300M share repurchase authorization.
Product and Ecosystem Innovation
Launched JFrog MCP Registry and Skills Registry (GA-ready innovations), partnership with NVIDIA (Skills Registry in NVIDIA AI-Q Blueprint) to address AI artifacts, models, agent skills and MCP servers.
Raised Cloud Baseline Outlook
Raised estimated full-year baseline cloud growth to 33%–35% and set 2026 net dollar retention floor to 118%.
FROG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FROG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $57.02 | $70.55 | +23.73% |
Feb 12, 2026 | $53.30 | $51.68 | -3.04% |
Nov 06, 2025 | $47.26 | $60.00 | +26.96% |
Aug 07, 2025 | $38.79 | $43.62 | +12.45% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does JFrog (FROG) report earnings?
JFrog (FROG) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is JFrog (FROG) earnings time?
JFrog (FROG) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FROG EPS forecast?
FROG EPS forecast for the fiscal quarter 2026 (Q2) is 0.24.
