earnings
confidence high
sentiment positive
materiality 0.80
JFrog Q2 revenue $163.8M (+29% YoY); cloud revenue up 53%; guides FY rev $648-652M
JFrog Ltd
- GAAP net loss per share ($0.03); Non-GAAP diluted EPS $0.27; operating cash flow $57.1M.
- Cloud revenue $87.5M (53% of total), up 53% YoY; Net Dollar Retention 121% vs 118% prior year.
- Customers with ARR >$1M reached 97, up 59% YoY; >$100K ARR customers 1,291, up 20%.
- Q3 guidance: revenue $164-166M, Non-GAAP diluted EPS $0.22-0.24; FY 2026 rev $648-652M.
- Remaining performance obligations $659M, up 38% YoY; cash & investments $824.5M.