NASDAQ$FROG

Jfrog Ltd · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

JFrog's financial performance in Q2 2022 showed significant year-over-year growth, driven by cloud revenue and customer expansion.

JFrog announced strong Q2 2022 results, with total revenue up 39% year-over-year to $67.8 million. Cloud revenue increased by 68% year-over-year, and the company saw significant growth in customers with ARR over $100k and $1 million.

  • Total revenue reached $67.8 million, a 39% increase year-over-year.
  • Cloud revenue grew by 68% year-over-year, representing 28% of total revenue.
  • Customers with ARR over $100k increased by 56% year-over-year to 647.
  • Net Dollar Retention rate was 132%.

Headline financials

Total Revenue

$67.8M

Previous: $48.7M+39.4%
EPS (adj)

-$0.02

Previous: $0.01-300.0%
GAAP Gross Margin

77.5%

Previous: 81.4%-4.8%
Non-GAAP Gross Margin

83.7%

Previous: 83.4%+0.4%
GAAP Operating Margin

-33.0%

Previous: -29.2%-13.0%
Non-GAAP Operating Margin

-3.0%

Previous: 2.0%-250.0%
Capital Expenditures

-$2.13M

Previous: -$2.27M+6.3%
Free Cash Flow

-$25.9M

Previous: -$15.4M-68.0%
Net Income

-$23.8M

Previous: -$13.1M-80.8%
Operating Income

-$22.4M

Previous: -$14.2M-57.5%
Gross Profit

$52.6M

Previous: $39.6M+32.8%
Cash & Equivalents

$430M

Previous: $259M+66.0%
Total Assets

$858M

Previous: $729M+17.7%
Stock-Based Comp

$15.1M

Previous: $14.1M+6.9%

Revenue & EPS history

JFrog · Revenue · Quarterly

$67.8M

Q2 2022+39.4%vs Q2 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

JFrog anticipates revenue between $70.5 million and $71.5 million and Non-GAAP operating income between ($0.5) million and $0.5 million for Q3 2022. For fiscal year 2022, they anticipate revenue between $278.5 million and $280.5 million and Non-GAAP operating income between ($1.0) million and $1.0 million.

Tailwinds

  • Revenue between $70.5 million and $71.5 million
  • Non-GAAP operating income between ($0.5) million and $0.5 million
  • Non-GAAP net income per diluted share between ($0.01) and $0.01
  • Revenue between $278.5 million to $280.5 million
  • Non-GAAP operating income between ($1.0) million and $1.0 million

Headwinds

  • Non-GAAP operating income between ($0.5) million and $0.5 million
  • Non-GAAP net income per diluted share between ($0.01) and $0.01
  • Non-GAAP operating income between ($1.0) million and $1.0 million
  • Potential variability of reconciling items
  • Excludes expenses that may have a material impact on JFrog’s reported financial results

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.3%

Avg return

Earnings day

-1.8%

Avg return

5 days after

-3.5%

Avg return

30 days after

39%

9 / 23 earnings

Positive

+33.3%

Q4 2023

Best reaction

-27.7%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+23.9%-7.9%+21.4%
Q4 2025-3.0%-10.7%-22.9%
Q3 2025+27.0%+30.5%+37.1%
Q1 2025+1.2%-9.1%+7.9%
Q4 2024+5.5%+5.6%-11.0%
Q3 2024-2.0%-3.6%-1.5%
Q2 2024-27.7%-24.2%-19.9%
Q1 2024-19.0%-18.3%-20.3%
Q4 2023+33.3%+25.4%+18.0%
Q3 2023+16.8%+22.1%+25.8%
Q2 2023-1.0%-1.2%+0.3%
Q1 2023+12.0%+17.7%+31.4%
Q4 2022-4.0%-3.9%-24.3%
Q3 2022-8.3%-16.7%-8.7%
Q2 2022+7.4%+9.0%-13.7%
Q1 2022-9.1%-9.5%-8.6%
Q4 2021-7.9%-2.5%-15.0%
Q3 2021+12.7%+11.6%-17.6%
Q2 2020-16.0%-16.1%-17.8%
Q2 2021-7.6%-12.9%-12.4%
Q1 2021-17.4%-15.4%+1.5%
Q4 2020-0.2%+5.0%-24.3%
Q3 2020-9.5%-16.2%-5.1%
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018

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