>> KIND. >> OF A CONCESSION. BUT WE WILL FIND OUT.>> THE PRESIDENT. >> IS ALSO GRAPPLING WITH IS HAPPENING RIGHT NOW IN THE MIDDLE EAST. ISRAELI PRIME MINISTER BENJAMIN NETANYAHU SAYS ISRAEL INTENDS NOW.>> TO. >> TAKE CONTROL OF THE ENTIRETY OF THE GAZA STRIP. >> ON SOCIAL MEDIA EARLIER THIS MORNING, HIS.>> OFFICE. >> POSTED A SERIES. >> OF.>> GOALS WHICH. >> ISRAEL'S SECURITY CABINET VOTED IN FAVOR OF YESTERDAY. >> INCLUDING TAKING.>> CONTROL OF. >> GAZA CITY. >> WHICH IS AMONG.>> THE QUARTER OF THE ENCLAV ...

US approves new rules to accelerate the deployment and security of subsea data cables, citing growing threats from China and other foreign adversaries. https://t.co/670hfXiZog ...

Financial Data and Key Metrics Changes - JFrog's total revenue for Q2 2025 was $127.2 million, representing a 23% year-over-year increase [5][18] - Operating margin improved to 15.2%, up from 13.2% in the previous year [6][21] - Cloud revenue reached $57.1 million, a 45% increase year-over-year, accounting for 45% of total revenue compared to 38% in the prior year [6][18] - Net dollar retention rate for the trailing four quarters was 118%, up two points sequentially [20] - Free cash flow for Q2 was $35.5 million, or a 28% margin, compared to $16 million, or a 15% margin, in the year-ago period [22] Business Line Data and Key Metrics Changes - Cloud revenue growth was driven by increased annual commitments and the adoption of security products [18][19] - Self-managed or on-premises revenues were $70.1 million, up 10% year-over-year [19] - Revenue contribution from Enterprise Plus subscriptions grew to 55% of total revenues, up from 50% in the prior year [19] Market Data and Key Metrics Changes - JFrog's RPO (Remaining Performance Obligations) totaled $476.7 million, a 75% increase year-over-year, benefiting from multi-year commitments [22] - The company noted a strategic shift in customer infrastructure towards hybrid solutions due to the unpredictable costs associated with AI [10][11] Company Strategy and Development Direction - JFrog aims to become the system of record for all software packages, focusing on DevOps, security, and MLOps [7][12] - The company is deepening partnerships with AI industry leaders and expanding support for the AI ecosystem [13][14] - JFrog is positioning itself as a model registry for AI, emphasizing the importance of a unified software supply chain [13][51] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's alignment with modern software demands and the ongoing growth in cloud and security solutions [8][11] - The company is cautious about future guidance due to macroeconomic uncertainties but expects continued growth in cloud commitments and security adoption [23][25] - Management highlighted the resilience of the team amid external challenges, reinforcing the strength of the business [26][27] Other Important Information - JFrog will hold its Annual User Conference on September 9, 2025, to announce new products and strategic partnerships [17] - The company is committed to addressing emerging security threats associated with AI and MCP (Model-Centric Programming) [14][100] Q&A Session Summary Question: Can you discuss the evolution of customer hesitations regarding self-managed data centers? - Management noted that customers are rethinking their cloud strategies due to the unpredictability of AI costs, leading to a more cautious approach to cloud migration [34][35] Question: How has the sunsetting of JFrog Pipeline affected partnerships with CI/CD players? - The decision to sunset JFrog Pipeline has allowed for better integration and partnerships with companies like GitHub, focusing on security and cloud migration [38][39] Question: Can you provide insights into the pipeline of large enterprise deals? - Management highlighted a focus on migrating workloads to the cloud and the addition of security solutions as key factors driving large enterprise deals [43][45] Question: What impact have AI coding tools had on the DevOps toolchain? - The introduction of code assistance tools has changed the developer landscape, increasing the need for a model registry and security solutions [85][88] Question: How is JFrog leveraging hyperscaler partnerships for co-selling? - Collaboration with cloud providers is crucial for accelerating deals and optimizing costs, with strong relationships established with AWS, GCP, and Microsoft Azure [78][79] Question: What is the outlook for security's contribution to JFrog's business? - Management plans to provide metrics around security's contribution and sees strong momentum in this area [92]

Financial Data and Key Metrics Changes - The first quarter consolidated net sales increased by 19% to $637.3 million, driven by strong performance in both product and service segments [14] - Gross billings reached a record high of $953 million, indicating robust growth [13] - Consolidated gross profit rose by 16.8% to $148.2 million, although gross margin decreased to 23.3% from 23.7% in the previous year [15][16] - Net earnings from continuing operations amounted to $27.1 million, or $1.03 per diluted share, compared to $24.2 million, or $0.90 per diluted share in the prior year [18] Business Line Data and Key Metrics Changes - Product sales grew by 13.9% to $521 million, driven by demand for data center, cloud, and security offerings [14] - Service sales surged by 49% year over year, bolstered by the acquisition of Bailiwick and increased demand for managed services [15][9] - Security products and services saw a significant increase of 24.4% year over year, now representing 22.8% of gross billings [8][14] Market Data and Key Metrics Changes - Telecom, media, and entertainment, along with SLED, are the two largest end markets, accounting for 25% and 16% of net sales, respectively [15] - Healthcare, technology, and financial services contributed 14% and 13% to net sales, with the remaining 24% from other verticals [15] Company Strategy and Development Direction - The company has transitioned to a pure play technology services provider following the sale of its domestic finance business, positioning itself for long-term growth [4][11] - The strategy focuses on delivering integrated service-rich solutions with an emphasis on AI, security, data center, cloud, and networking [4][12] - The company initiated its first quarterly dividend of $0.25 per share and announced a new stock buyback program, reflecting confidence in its financial stability [12][20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong start to fiscal 2026, with double-digit growth across key metrics and a solid pipeline for future growth [22][24] - The company is adjusting its fiscal 2026 guidance upwards, expecting net sales and gross profit growth in the upper single-digit range, and adjusted EBITDA growth in the mid-teens [23][24] - Management highlighted the transformative impact of AI on demand and the company's readiness to capitalize on this trend [10][40] Other Important Information - The company closed the quarter with a record cash position of $480 million, providing flexibility for growth initiatives and shareholder returns [11][19] - The effective tax rate decreased to 26.3% from 27.1% in the prior year [18] Q&A Session Summary Question: Can you elaborate on the drivers behind the increase in adjusted EBITDA growth guidance? - Management noted solid performance across various metrics, with double-digit growth in net sales and services, particularly in security and AI-related areas [28][30] Question: Are large enterprise customers back to normal spending levels? - Management indicated that while there was a nice quarter with enterprise customers, the spending is still project-based and may not be a consistent trend throughout the year [32] Question: Why was now the right time to divest the financing business? - Management explained that the divestiture was a strategic move to simplify the business model and focus on technology services, capitalizing on market trends in AI and cybersecurity [38][39] Question: Are there areas of investment needed to bolster AI service offerings? - Management acknowledged the need to enhance consultative services related to AI and indicated readiness to explore both organic and inorganic growth opportunities in this area [40][42]

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Will Israel take control of all of Gaza. >> We intend to in order to uh a assure our security, remove kamas there, uh enable the population to be free of Gaza and to pass it to civilian governance. Uh that is not Hamas and not anyone advocating the destruction of Israel.That's what we want to do. We want to liberate ourselves and liberate the people of Gaza from the awful terror of Hamas. Are you saying today that you will take control of the entire 26 mile Gaza Strip as it was 20 years ago to this month in ...

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Given that this is an ongoing investigation and we may not have all the information that we can share, but we will try to be as transparent as possible. We will not release the name of any victims until the next of kin notification has been complete. We will not speculate as to any intentions, motives, or backstories.Um, given that this is an ongoing investigation, when you ask your questions, we ask that you please give your name and the affiliation in case we need to do a follow-up. And it's a little hard ...