{"filings":[{"id":609766,"accession_number":"0001193125-26-236917","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2026-05-22T20:15:16+00:00","items":["5.07"],"status":"ready","headline":"All six proposals pass at JFrog annual meeting including director re-elections and CEO/CTO comp changes","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Yoav Landman, Yossi Sela, Elisa Steele, Luis Felipe Visoso re-elected as Class III directors for 3-year terms.","Shareholders approved non-employee director compensation and re-appointed Ernst & Young as independent auditor.","Advisory vote on NEO compensation passed: 81,048,685 for, 17,811,030 against.","Compensation changes for CEO Shlomi Ben Haim approved: 83,248,421 for, 15,685,124 against.","Compensation changes for CTO Yoav Landman approved: 89,966,780 for, 8,969,467 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95544,"accession_number":"0001193125-26-211940","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"JFrog Q1 revenue $154M (+26% YoY), cloud up 50%; $300M buyback authorized; guides Q2 rev $154-156M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $154.0M (+26% YoY); cloud revenue $78.9M (+50% YoY, 51% of total).","GAAP operating loss $12.9M, GAAP net loss ($0.07)/share; Non-GAAP op income $32.9M, Non-GAAP diluted EPS $0.27.","Customers >$1M ARR: 80 (+48% YoY); net dollar retention 120% vs 116% prior year.","Board authorized $300M share repurchase program.","Q2 guidance: rev $154-156M, non-GAAP EPS $0.23-0.25; FY2026: rev $628-632M, non-GAAP EPS $0.93-0.97."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":153977000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108690,"accession_number":"0001193125-26-073842","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"JFrog authorizes $300M share repurchase program, reflecting confidence in growth","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved repurchase of up to $300M of ordinary shares; funding from cash on hand and operations.","Repurchases may be made via open market or negotiated transactions; no obligation to buy any specific amount.","Repurchases begin after 30-day creditor objection period under Israeli law; program may be suspended anytime.","Press release cites strong balance sheet and consistent free cash flow generation as basis for program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108689,"accession_number":"0001193125-26-048726","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"JFrog Q4 revenue $145.3M (+25% YoY), FY2025 revenue $531.8M (+24% YoY); guides FY2026 revenue $623-628M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2025 total rev $531.8M (+24% YoY); cloud rev $243.3M (+45% YoY); customers >$1M ARR 74 (+42% YoY).","Q4 rev $145.3M (+25% YoY); GAAP operating loss $21.3M (margin -14.7%); non-GAAP op income $25.7M (margin 17.7%).","Non-GAAP diluted EPS Q4 $0.22, FY $0.82; operating cash flow FY $145.7M, free cash flow $142.3M.","Q1 FY2026 guidance: rev $146-$148M, non-GAAP EPS $0.20-$0.22; FY2026 rev $623-$628M, non-GAAP EPS $0.88-$0.92.","Business highlights: launched Shadow AI detection, appointed Genefa Murphy CMO, GitHub Tech Partner of the Year."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":531840000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125133,"accession_number":"0001193125-25-269563","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"JFrog Q3 revenue $136.9M (+26% YoY); cloud revenue $63.4M (+50% YoY); guides FY25 revenue $523-525M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss ($0.14)/share; Non-GAAP diluted EPS $0.22; Non-GAAP operating margin 18.7%.","Cloud revenue 46% of total (vs 39% prior year); customers >$1M ARR reached 71 (+54% YoY).","Free cash flow $28.8M; operating cash flow $30.2M; cash and investments $651.1M.","Q4 2025 revenue guidance $136.5-138.5M; FY2025 revenue guidance $523-525M; Non-GAAP EPS $0.78-0.80.","Appointed Sigal Zarmi to Board effective Nov 1, 2025; launched AppTrust for GRC and AI Catalog."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":386534000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141845,"accession_number":"0001193125-25-217487","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2025-09-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"JFrog appoints former Morgan Stanley CIO Sigal Zarmi to board effective Nov 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sigal Zarmi appointed as Class I director, also joins Audit and Nominating/Governance Committees.","Zarmi brings experience as former CIO of Morgan Stanley, PwC, GE Capital, Staples; currently on boards of ADT, GoDaddy, Global Atlantic.","Appointment effective November 1, 2025; standard non-employee director compensation.","CEO Shlomi Ben Haim expressed enthusiasm, citing Zarmi's enterprise expertise for AI-era growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141844,"accession_number":"0000950170-25-105041","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"JFrog Q2 revenue $127.2M (+23% YoY), non-GAAP EPS $0.18, cloud up 45%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $127.2M, up 23% YoY; cloud revenue $57.1M, up 45% YoY (45% of total).","GAAP operating loss ($26.0M); non-GAAP operating income $19.4M (15.2% margin).","Customers with ARR >$1M reached 61 (+45% YoY); >$100K ARR customers 1,076 vs 928.","Q3 FY2025 guidance: revenue $127-129M, non-GAAP EPS $0.15-0.17; FY2025 rev $507-510M.","Announced partnership with NVIDIA's Enterprise AI Factory and remote MCP server release."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":249627000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159781,"accession_number":"0000950170-25-076333","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"JFrog shareholders re-elect three directors and approve CEO/CTO compensation changes at 2025 AGM","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Re-elected Frederic Simon, Andy Vitus, Barry Zwarenstein as Class II directors (64M-65M for each, ~19M against).","Approved compensation changes for CEO Shlomi Ben Haim (49.2M for, 33.5M against) and CTO Yoav Landman (similar votes).","Approved Shlomi Ben Haim serving as both CEO and Chairman for three years (61.0M for, 22.1M against).","Reappointed auditor Kost, Forer, Gabbay & Kasierer (EY) with 98.3M votes in favor.","Approved 2025 Executive Officer and Director Compensation Policy and non-executive director compensation program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159780,"accession_number":"0000950170-25-066960","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"JFrog Q1 2025 revenue $122.4M (+22% YoY); cloud up 42%; non-GAAP EPS $0.20","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $122.4M (+22% YoY); cloud revenue $52.6M (+42%, 43% of total revenue).","GAAP operating loss $23.0M; non-GAAP operating income $21.4M (17.4% margin). GAAP net loss per share $(0.16); non-GAAP diluted EPS $0.20.","Customers with ARR >$1M reached 54 (+35% YoY); Enterprise+ platform adoption 55% of revenue (vs 49% YoY).","Q2 2025 revenue guidance $121.5-123.5M; FY2025 revenue guidance $500-505M. Non-GAAP diluted EPS guidance: Q2 $0.15-0.17, FY $0.68-0.70.","Operating cash flow $28.8M; free cash flow $28.1M. Cash, equivalents and investments $563.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":122407000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178159,"accession_number":"0000950170-25-045221","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2025-03-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"JFrog board member Jessica Neal resigns; Elisa Steele appointed Compensation Committee Chair; board size reduced to 9","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jessica Neal resigned from the Board effective May 30, 2025, and as Compensation Committee Chair effective March 20, 2025, citing no disagreement but a potential conflict.","Elisa Steele, a current Board member, was appointed Compensation Committee Chair effective March 20, 2025.","Board size will decrease from ten to nine members effective May 30, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178158,"accession_number":"0000950170-25-019881","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"JFrog reports FY2024 revenue $428.5M (+22%), Q4 revenue $116.1M (+19%); cloud revenue up 41%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2024 revenue $428.5M (+22% YoY); Q4 revenue $116.1M (+19% YoY). Cloud revenue $49.4M in Q4 (+37%).","GAAP net loss per share ($0.63) for FY; non-GAAP diluted EPS $0.65. Q4 GAAP net loss per share ($0.21), non-GAAP diluted EPS $0.19.","Customers with ARR >$1M reached 52, up 41% YoY. Net dollar retention rate 116%.","FY2025 revenue guidance $499M-$503M; non-GAAP operating income $73M-$75M; non-GAAP diluted EPS $0.67-$0.69.","Security core products comprised 5% of ending ARR and ~12% of ending RPO."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":428488000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194819,"accession_number":"0000950170-24-123318","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"JFrog Q3 revenue $109.1M (+23% YoY); non-GAAP EPS $0.15; guides Q4 rev $113.5-114.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $109.1M (+23% YoY); cloud revenue $42.4M (+38% YoY) now 39% of total.","GAAP op loss ($29.9M); non-GAAP op income $14.7M (13.5% margin); GAAP EPS ($0.21), non-GAAP diluted EPS $0.15.","Customers with ARR >$1M hit 46 (up 53% YoY); net dollar retention 117%.","Cash, equivalents & investments $467.8M; remaining performance obligations $346.1M.","Q4 guidance: rev $113.5-114.5M, non-GAAP EPS $0.13-0.15; FY24 rev $425.9-426.9M, non-GAAP EPS $0.59-0.61."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":312410000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211111,"accession_number":"0000950170-24-092801","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"JFrog Q2 revenue $103M (+22% YoY), cloud +42%; acquires Qwak AI, updates guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $103.0M (+22% YoY); cloud revenue $39.3M (+42% YoY); Enterprise+ subscription rev $51M (+35% YoY).","GAAP operating loss ($19.1M); non-GAAP operating income $13.6M; GAAP EPS loss ($0.13); non-GAAP diluted EPS $0.15.","Customers with >$1M ARR hit 42 (+75% YoY); total customers with >$100K ARR increased to 928.","Acquired Qwak AI to integrate MLOps into JFrog Platform; announced partnership with GitHub for source-to-binary navigation.","Q3 guidance: rev $105-106M, non-GAAP op income $10-11M, non-GAAP EPS $0.09-0.11; FY2024 rev $422-424M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":203354000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211110,"accession_number":"0000950170-24-085456","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"JFrog appoints Unity CFO Luis Felipe Visoso to Board of Directors, effective July 23, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Luis Felipe Visoso appointed as Class III director and Audit Committee member, effective July 23, 2024.","Visoso currently CFO of Unity Software (NYSE: U); previously senior roles at Palo Alto Networks, Amazon Web Services, Cisco.","He brings extensive enterprise leadership experience from cybersecurity, cloud, and software industries.","Appointment supports JFrog's growth strategy in DevOps, DevSecOps, and AI/MLops markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229627,"accession_number":"0000950170-24-077063","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2024-06-25T23:59:59+00:00","items":["3.02","7.01","9.01"],"status":"ready","headline":"JFrog to acquire Qwak AI for $230M in cash and stock to expand MLOps","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration ~$230M; ~$38M in unregistered shares (~1.15M shares) plus ~$10M in RSUs.","Deal expected to close in Q3 2024; Qwak will become a wholly-owned subsidiary.","Acquisition aims to unify DevOps, DevSecOps, MLOps; manage AI model lifecycle on JFrog Platform.","JFrog reaffirms Q2 and FY2024 guidance as provided on May 9, 2024.","Planned integrations with AWS Sagemaker and Databricks MLflow; continued partner ecosystem."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229626,"accession_number":"0000950170-24-063491","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2024-05-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"JFrog shareholders approve all five proposals at 2024 AGM","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Re-elected Shlomi Ben Haim, Jessica Neal, Yvonne Wassenaar as Class I directors for 3-year terms.","Ratified Kost, Forer, Gabbay & Kasierer (EY) as independent auditors with 91.8M votes for.","Approved changes to CEO Shlomi Ben Haim's compensation (70.8M for, 7.5M against).","Approved changes to CTO Yoav Landman's compensation (74.4M for, 3.9M against).","Approved consulting agreement with departing Chief Data Scientist Frederic Simon (78.0M for, 0.3M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229625,"accession_number":"0000950170-24-056979","cik":1800667,"company_name":"JFrog Ltd","ticker":"FROG","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"JFrog Q1 revenue $100.3M (+26% YoY); cloud revenue up 47%; guides Q2 and FY 2024 above expectations","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $100.3M, +26% YoY; GAAP operating loss ($16.6M), non-GAAP operating income $14.1M (14% margin).","Cloud revenue $36.9M (+47%), 37% of total; customers >$1M ARR reached 40, up 90% YoY.","Non-GAAP diluted EPS $0.16; GAAP net loss per share ($0.08); free cash flow $16.6M.","Q2 outlook: revenue $103-104M, non-GAAP op income $13-14M, non-GAAP EPS $0.13-0.15.","FY 2024 outlook: revenue $425.5-429.5M, non-GAAP op income $56-58M, non-GAAP EPS $0.59-0.61."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":100311000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8945660532.644497,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}