NASDAQ$FROG

Jfrog Ltd · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

JFrog's Q3 2024 results reflected strong execution with significant enterprise wins.

JFrog reported a 23% year-over-year increase in revenue, reaching $109.1 million. Cloud revenue grew by 38% year-over-year and now represents 39% of total revenue. The company continues to expand its platform with new features like MLOps and Runtime Security.

  • Total revenue reached $109.1 million, a 23% increase year-over-year.
  • Cloud revenue increased by 38% year-over-year, accounting for 39% of total revenue.
  • Customers with ARR greater than $1 million increased by 53% year-over-year, totaling 46.
  • JFrog Platform expanded with MLOps and Runtime Security.

Headline financials

Total Revenue

$109M

Previous: $88.6M+23.0%
EPS

-$0.21

Previous: $0.15-240.0%
GAAP Gross Margin

75.0%

Previous: 77.7%-3.5%
Non-GAAP Gross Margin

82.8%

Previous: 83.7%-1.1%
GAAP Operating Margin

-27.4%

Previous: -20.4%-34.3%
Non-GAAP Operating Margin

13.5%

Previous: 13.4%+0.7%
Operating Cash Flow

$27.6M

Previous: $26M+6.2%
Capital Expenditures

-$2.51M

Previous: -$1.36M-83.9%
Free Cash Flow

-$25.5M

Previous: -$15.1M-68.4%
Net Income

-$22.9M

Previous: -$13.7M-66.9%
Operating Income

-$29.9M

Previous: -$18.1M-65.8%
Gross Profit

$81.8M

Previous: $68.9M+18.7%
R&D Expense

$41.4M

Previous: $32.1M+28.8%
Stock-Based Comp

$36.4M

Previous: $25.7M+41.7%

Revenue & EPS history

JFrog · Revenue · Quarterly

$109M

Q3 2024+23%vs Q3 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

JFrog anticipates revenue between $113.5 million and $114.5 million and non-GAAP operating income between $14.0 million and $15.0 million for Q4 2024. For the full year 2024, they expect revenue between $425.9 million and $426.9 million and non-GAAP operating income between $56.4 million and $57.4 million.

Tailwinds

  • Revenue between $113.5 million and $114.5 million
  • Non-GAAP operating income between $14.0 million and $15.0 million
  • Non-GAAP net income per diluted share between $0.13 and $0.15
  • Revenue between $425.9 million to $426.9 million
  • Non-GAAP operating income between $56.4 million and $57.4 million

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 Q3 2024

Historical avgQ3 2024

+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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