JFrog Ltd. (FROG) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
JFrog reported a 25% YoY revenue growth, stable gross margins, and significant increases in operating and net income, reflecting strong financial performance. The absence of strategic, risk, and return discussions may imply stability rather than concern. With a market cap of approximately $4 billion, the positive financial results, driven by demand for DevOps and security solutions, suggest a likely positive stock price movement of 2% to 8% over the next two weeks.
Key Financial Performance
Revenue $85.3 million, representing a 25% increase year-over-year. The growth was driven by strong demand for JFrog's DevOps platform and increased adoption of its security solutions.
Gross Margin 82%, consistent with the prior year. This stability reflects efficient cost management and operational execution.
Operating Income $10.2 million, up from $7.8 million in the prior year, a 30.8% increase. The improvement was attributed to revenue growth and disciplined expense management.
Net Income $8.5 million, compared to $6.2 million in the previous year, a 37.1% increase. This was due to higher operating income and lower interest expenses.
Cash Flow from Operations $15.4 million, a 28.3% increase from $12 million in the prior year. The increase was driven by improved collections and operational efficiency.
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Operating Highlights
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Risk or Challenges
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Ader Blair
Blair LLC
BofA Securities
Brad Reback
Canaccord Genuity
Cash Raymond
Chairman Ed
Cikos Needham
Crane Canaccord
Division Brad
Division Cikos
Division Howard
Division Jason
Division Kingsley
Division Koji
Division Lucky
Division Miller
Division PM
Division Radi
Division Sherman
Division Shrenik
EDT Ladies
Ed Grabscheid
Guggenheim Securities
Haim Co
Howard Guggenheim
Ikeda BofA
Inc Research
Incorporated Research
JFrog Financial
Jason Ader
LLC Research
Research Division
FROG Transcript
JFrog Ltd. (FROG) Presents at Bank of America 2026 Global Technology Conference Transcript
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JFrog Ltd. (FROG) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
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JFrog Ltd. (FROG) Q1 2026 Earnings Call Transcript
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JFrog reported a 25% YoY revenue growth, stable gross margins, and significant increases in operating and net income, reflecting strong financial performance. The absence of strategic, risk, and return discussions may imply stability rather than concern. With a market cap of approximately $4 billion, the positive financial results, driven by demand for DevOps and security solutions, suggest a likely positive stock price movement of 2% to 8% over the next two weeks.
JFrog Ltd. (FROG) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Neutral3-2
FROG Slides
FROG Report
Frequently Asked Questions
Where does this earnings call transcript come from?
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Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
