FROG Earnings Prediction
The chart below shows how FROG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, FROG sees a +5.22% change in stock price 10 days leading up to the earnings, and a +0.51% change 10 days following the report. On the earnings day itself, the stock moves by -1.86%. This data can give you a slight idea of what to expect for the next quarter's release.
FROG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
116.08M
19.35%
6.44%
Gross Margin
75.44%
-4.52%
0.61%
Operating Margin
-20.45%
32.88%
-19.11%
Net Margin
-19.98%
72.99%
-5.04%
EPS
-0.21
-90.91%
-0.00%
No Data Available
FROG Earnings Analysis
Jfrog Ltd Corporation (FROG.O) Earnings Conference Call
Positive
Earnings Per Share Beat: JFrog Ltd. reported an EPS of $0.19, exceeding expectations of $0.14.
2024 Revenue Growth: Total revenue for 2024 was $428.5 million, reflecting a 22% year-over-year growth.
Cloud Revenue Surge: Cloud revenue reached $168 million in 2024, marking a 41% increase year-over-year.
Strong Gross Margin and Cash Flow: Gross margin for the year was strong at 83.8%, with free cash flow of $107.8 million, representing a 25% margin.
Customer Growth Over $100K: The number of customers with ARR over $100,000 grew to 1,018, up from 886 in the previous year.
Customer Growth Over $1M: The number of customers with ARR exceeding $1 million increased to 52, up from 37 in the previous year.
Cloud Solutions Partnership: JFrog Ltd. signed a strategic collaboration agreement with AWS to enhance cloud solutions for enterprise customers.
Market Validation of Security Solutions: Security solutions were adopted by approximately 250 customers migrating from point solution tools, indicating strong market validation.
Customer Retention Success: Net dollar retention for the trailing four quarters was 100%, demonstrating customer satisfaction and loyalty.
Strong Financial Position: The company ended 2024 with $522 million in cash and short-term investments, indicating strong financial health.
Negative
Earnings Beat, Ongoing Challenges: Despite beating earnings expectations, the company faced challenges in project migration and consumption discipline, which persisted from 2023 into 2024.
Gross Margin Decline: The gross margin for Q4 2024 decreased to 83.2% from 84.6% in the previous year, attributed to an increased mix of cloud revenues.
Shift to Cloud Solutions: The company experienced a slowing of on-prem investments as customers shifted focus to cloud solutions, which may impact future revenue from traditional offerings.
Net Dollar Retention Stability: The net dollar retention rate remained at 100%, indicating that while customers are not leaving, there is limited growth in existing accounts.
Conservative Revenue Outlook: The guidance for 2025 reflects a more conservative outlook compared to previous years, with expected revenue growth of only 17% year-over-year.
Cash Position Decline: The company ended 2024 with $522 million in cash, down from $545 million at the end of 2023, primarily due to acquisition costs, indicating potential liquidity concerns.
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FROG Earning Call Sentiment
JFrog Ltd. (NASDAQ:FROG) Q4 2024 Earnings Call Transcript
FROG.O
-0.6%Positive
The earnings call reveals robust financial performance, with strong revenue growth, particularly in cloud services, and increased operating profit. Strategic partnerships with GitHub and NVIDIA, alongside a new AWS collaboration, bolster future prospects. Despite some concerns over regulatory issues and economic factors, optimistic guidance and a focus on high ARR customers further support a positive outlook. The lack of a shareholder return plan is a minor drawback. Given the company's market cap and positive indicators, a 2% to 8% stock price increase is likely over the next two weeks.
