JFrog (FROG) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - JFrog Ltd. reported revenue of $136.91 million for the quarter ended September 2025, marking a year-over-year increase of 25.5% and exceeding the Zacks Consensus Estimate of $128.4 million by 6.63% [1] - The company achieved an EPS of $0.22, up from $0.15 a year ago, representing a surprise of 37.5% compared to the consensus estimate of $0.16 [1] Financial Performance Metrics - The number of customers with over $100k in ARR increased to 1,121, surpassing the average estimate of 1,107 [4] - Revenue from self-managed licenses was reported at $8.02 million, exceeding the average estimate of $5.71 million, reflecting a year-over-year change of 43.9% [4] - Subscription revenue from self-managed and SaaS reached $128.89 million, compared to the average estimate of $122.5 million, representing a year-over-year increase of 24.6% [4] - SaaS subscription revenue was reported at $63.38 million, exceeding the average estimate of $58.03 million, with a year-over-year growth of 49.6% [4] - Revenue from self-managed subscriptions was $65.52 million, slightly above the estimated $64.53 million [4] - Revenue from self-managed subscriptions totaled $73.53 million, surpassing the average estimate of $70.29 million, reflecting a year-over-year increase of 10.2% [4] Stock Performance - JFrog's shares have returned -1.2% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]