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FROG Transcript
JFrog Ltd. (FROG) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Neutral12-10
JFrog Ltd. (FROG) Presents at UBS Global Technology and AI Conference 2025 Transcript
Neutral12-2
JFrog Ltd. (FROG) Q3 2025 Earnings Call Transcript
Positive11-7
The earnings call summary and Q&A indicate strong cloud growth, successful go-to-market strategies, and a significant increase in RPO, all positive signs. Despite a decrease in margins, optimistic guidance and execution in cloud and security sectors suggest positive sentiment. The market cap indicates moderate sensitivity, but overall, the outlook is positive due to strong strategic positioning and growth drivers.
JFrog Ltd. (FROG) Q2 2025 Earnings Call Transcript
Positive8-8
The earnings call presents a strong financial performance with 22% YoY revenue growth and a promising partnership with Hugging Face. The guidance aligns with expectations, and the Q&A highlights strategic AI and cloud investments, strong cash flow, and positive analyst sentiment. However, management's reluctance to provide specific future details slightly tempers enthusiasm. Given the market cap, a 2% to 8% positive reaction is likely.
FROG Slides
FROG Report
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