At 7:15 a.m. ET on Friday, premarket trading is seeing notable activity in several stocks, with early price movements signaling potential opportunities before the opening bell.For active traders, premarket trading offers a head start in spotting potential breakouts, reversals, or sharp price swings. These early moves often indicate where momentum may carry into the regular session, making premarket analysis a key part of the trading day.In the Green - Premarket GainersThe following stocks are trading highe ...

JFrog Ltd. (FROG) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +37.50%. A quarter ago, it was expected that this company would post earnings of $0.16 per share when it actually produced earnings of $0.18, delivering a surprise of +12.5%.Over the last four quarters, the company has ...

JFrog (NasdaqGS:FROG) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Company ParticipantsIttai Kidron - Managing DirectorBrad Reback - Managing DirectorShrenik Kothari - Sector Head Director of Cybersecurity and Infrastructure Software EquitiesBrian Essex - Executive DirectorKoji Ikeda - Director of Enterprise Software and Equity ResearchJeffrey Schreiner - Head of Investor RelationsJonathan Ruykhaver - Managing DirectorEamon Coughlin - VP and Software Equity ResearchKingsley Crane - Managing Director ...

JFrog (NasdaqGS:FROG) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Company ParticipantsIttai Kidron - Managing DirectorBrad Reback - Managing DirectorShrenik Kothari - Sector Head Director of Cybersecurity and Infrastructure Software EquitiesBrian Essex - Executive DirectorKoji Ikeda - Director of Enterprise Software and Equity ResearchJeffrey Schreiner - Head of Investor RelationsJonathan Ruykhaver - Managing DirectorEamon Coughlin - VP and Software Equity ResearchKingsley Crane - Managing Director ...

Financial Data and Key Metrics Changes - JFrog's total revenue for Q3 2025 was $136.9 million, representing a 26% year-over-year increase [5][20][27] - Operating margin improved to 18.7%, up from 13.5% in Q3 2024 [24] - Cloud revenue reached $63.4 million, marking a 50% year-over-year growth and accounting for 46% of total revenues [22][27] - Gross profit was $114.9 million, with a gross margin of 83.9%, compared to 82.8% in the previous year [23][24] - Net dollar retention was 118%, consistent with the prior quarter, indicating strong customer growth [7][23] Business Line Data and Key Metrics Changes - Cloud revenue growth was driven by increased usage of software packages and artifacts, including PyPI, Docker containers, and NPM [6][10] - Self-managed or on-prem revenues were $73.5 million, up 10% year-over-year [22] - The number of customers spending over $1 million annually grew to 71, a 54% increase from the previous year [6][23] Market Data and Key Metrics Changes - JFrog's enterprise focus led to significant wins across various verticals and geographies, including a $9 million deal with the UK Customs and Revenue Agency [11][12] - The company noted a rise in software supply chain attacks, emphasizing the need for robust security solutions [12][13] Company Strategy and Development Direction - JFrog aims to be the universal binary repository and model registry for software supply chains, focusing on AI and machine learning developments [8][15] - The company is committed to integrating security solutions into its platform, addressing the growing demand for software supply chain security [12][41] - JFrog introduced new products like JFrog Uptrust to enhance governance and compliance in software delivery [17][60] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding future growth, particularly in cloud adoption and security solutions [26][30] - The company is monitoring AI-driven usage closely, believing it is still early to predict significant cloud usage growth [10][46] - JFrog's guidance for 2025 suggests sustained contributions from security products and customer commitments, with a projected revenue range of $523 million to $525 million [27][26] Other Important Information - JFrog completed payments of $5.7 million related to the acquisition of Qwak [25] - The company ended Q3 2025 with $651.1 million in cash and short-term investments, up from $522 million at the end of 2024 [25] Q&A Session Summary Question: Was there anything one-time in the cloud revenue results? - Management confirmed that the strong cloud revenues were not one-time but a result of strong usage across multiple package types and security solutions [31][32] Question: What has changed in the go-to-market execution for cloud growth? - Management highlighted consistent execution and a strategy of converting customers with overusage to higher commitments, leading to stable cloud growth [33] Question: Can you elaborate on the types of artifacts managed by Artifactory? - Management noted a growth in AI-related artifacts, including those from Hugging Face and various programming languages, indicating a trend towards using JFrog as a system of record for all packages [34][35] Question: How relevant is the UI/UX change due to AI for JFrog? - Management emphasized that JFrog Fly is designed to accommodate both developers and AI agents, reimagining the software supply chain [36][37] Question: What is the sustainability of new budgets allocated towards security? - Management indicated that there is an increasing focus on security budgets, especially in light of recent software supply chain attacks [50][52] Question: How is the pipeline for security tracking for Q4 and beyond? - Management reported a growing pipeline for security solutions, although sales cycles are longer due to the need for customers to upgrade from existing solutions [57][58]

© JFrog, 2025. All Rights Reserved. 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 products and ...

Arog earnings are out and they are jumping. Shares are pun intended quite a bit 26 27%. Earnings per share coming in at 22 cents adjusted versus estimates of 16.Revenue also coming in well above expectations 137 million versus 128 million expected. The company giving fourth quarter guidance for both EPS and revenue. That's well ahead of estimates EPS guidance of 18 to 20 cents a share versus estimates of 16 cents.We're going to hear a little bit uh from Schomi Benheim, founder and CEO a little bit later on ...

Arog earnings are out and they are jumping. Shares are pun intended quite a bit 26 27%. Earnings per share coming in at 22 cents adjusted versus estimates of 16.Revenue also coming in well above expectations 137 million versus 128 million expected. The company giving fourth quarter guidance for both EPS and revenue. That's well ahead of estimates EPS guidance of 18 to 20 cents a share versus estimates of 16 cents.We're going to hear a little bit uh from Schomi Benheim, founder and CEO a little bit later on ...

Software supply chain platform JFrog (NASDAQ:FROG) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 25.5% year on year to $136.9 million. On top of that, next quarter’s revenue guidance ($137.5 million at the midpoint) was surprisingly good and 4.8% above what analysts were expecting. Its non-GAAP profit of $0.22 per share was 34.4% above analysts’ consensus estimates. Is now the time to buy JFrog? Find out in our full research report. JFrog (FROG) Q3 CY2025 Highlights: Re ...

Exhibit 99.1 JFrog Announces Third Quarter 2025 Results Sunnyvale, Calif., November 6, 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 third quarter ended September 30, 2025. "JFrog has become the system of record for how modern software is built, secured, and deployed; the foundation of enterprise software supply chains in the era of AI," said Shlomi Ben Haim, CEO and Co-founder of JF ...