JFrog Ltd. (FROG) Presents at UBS Global Technology and AI Conference 2025 Transcript

Core Insights - The company has maintained its strategic direction, showing strong execution in 2025 compared to 2024 [1] - There is significant growth in cloud services, with a year-over-year increase of 50%, driven by usage exceeding minimum commitments [1] Group 1: Financial Performance - Unlike 2024, which featured three of the largest deals in the company's history, 2025 is seeing an increase in the number of large deals [2] - The average selling prices (ASPs) are increasing, indicating a positive trend in pricing power [2] - There is a notable acceleration in the velocity of large deals, contributing to robust growth in the enterprise sector [2]