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Jfrog Ltd. (FROG)
NASDAQ:FROG
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.21Last Year’s EPS
0.2Same Quarter Last Year
Strong Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a majority of positive operational and financial developments: robust top-line growth driven by cloud, strong RPO and retention, meaningful security ARR and RPO momentum, solid cash balances, and strategic AI/MLOps partnerships. Notable headwinds include guidance deceleration to ~17.5% growth for 2026, cloud usage volatility, FX-related expense pressure, modest near-term revenue contribution from security despite ARR strength, and some margin normalization due to cloud mix. Overall, the company emphasized disciplined guidance, de-risking of large deals, and continued investment in strategic initiatives while converting usage into annual commitments.Company Guidance
Record Annual Revenue Growth
Total revenue for fiscal year 2025 was $531,800,000, up 24% year over year, with Q4 revenue of $145,300,000 up 25% year over year.
Strong Cloud Momentum
Full-year cloud revenue was $243,300,000, up 45% year over year and representing 46% of total revenues (vs. 39% prior year). Q4 cloud revenue was $70,200,000, up 42% year over year and 48% of Q4 revenues.
Customer Base Upshift to Larger Accounts
Customers spending more than $100,000 annually grew to 1,168 from 1,018 (50% YoY growth); customers > $1,000,000 grew to 74 from 52 (42% YoY growth).
Security Product Traction
Security core products comprised over 10% of total ARR and represented 16% of ending RPO as of 12/31/2025 (up from 12% prior year); security core revenue was 7% of total revenues for 2025, indicating meaningful ARR penetration and RPO momentum.
RPO and Retention Strength
Remaining performance obligation (RPO) totaled $566,000,000, up 40% year over year. Net dollar retention for the trailing four quarters was 119% (up 1 percentage point sequentially) and gross retention remained high at 97%.
Healthy Profitability and Cash Generation
Q4 gross margin was 83.7% (vs. 83.2% prior year). Q4 operating profit was $25,700,000 (17.7% operating margin). FY2025 non-GAAP EPS was $0.82, up 26% year over year. FY2025 operating cash flow was $145,700,000 and free cash flow was $142,200,000 (27% margin).
Stronger Balance Sheet
Cash and short-term investments ended FY2025 at $704,000,000 versus $522,000,000 at the end of 2024, underpinning liquidity for investments and M&A optionality.
Strategic AI & Partnership Wins
Launched JFrog ML, MCP server, AI Catalog and agentic remediation; secured partnerships with NVIDIA Enterprise AI Factory and Hugging Face to be a secure model/artifact registry and expand go-to-market reach.
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 |
|---|---|---|---|
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% |
May 08, 2025 | $35.26 | $39.00 | +10.61% |
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 Ltd. (FROG) report earnings?
Jfrog Ltd. (FROG) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Jfrog Ltd. (FROG) earnings time?
Jfrog Ltd. (FROG) earnings time is at May 07, 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 (Q1) is 0.21.
