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Mar 31, 2022

JFrog Q1 2022 Earnings Report

JFrog had a strong start to 2022, with revenue growth driven by increased adoption of the JFrog platform and security capabilities.

Key Takeaways

JFrog reported a 41% year-over-year increase in total revenue, reaching $63.7 million, with cloud revenue up 63% year-over-year. The company saw increased adoption of its platform and security capabilities, driving revenue acceleration, and a 52% growth in customers with ARR greater than $100k.

Total revenue reached $63.7 million, a 41% increase year-over-year.

Cloud revenue increased by 63% year-over-year.

Customers with ARR greater than $100k grew by 52% year-over-year to 599.

Net Dollar Retention rate for the trailing four quarters was 131%.

Total Revenue
$63.7M
Previous year: $45.1M
+41.3%
EPS
-$0.201
Previous year: $0.02
-1106.5%
Gross Margin
78.2%
Previous year: 81.3%
-3.8%
Non-GAAP Gross Margin
84.4%
Previous year: 83.4%
+1.2%
Operating Margin
-30%
Previous year: -23.5%
+27.7%
Gross Profit
$49.8M
Previous year: $36.7M
+35.8%
Cash and Equivalents
$59.6M
Previous year: $147M
-59.4%
Free Cash Flow
$3.89M
Previous year: $7.68M
-49.3%
Total Assets
$856M
Previous year: $735M
+16.5%

JFrog

JFrog

Forward Guidance

JFrog provided revenue and non-GAAP operating loss/income per share guidance for the second quarter and fiscal year 2022.

Positive Outlook

  • Second Quarter 2022 Revenue between $65.0 million and $66.0 million
  • Fiscal Year 2022 Revenue between $276.5 million to $278.5 million
  • Fiscal Year 2022 Non-GAAP operating income between ($1.0) million and $1.0 million
  • Fiscal Year 2022 Non-GAAP net income per share between ($0.01) and $0.01, assuming approximately 107 million weighted average diluted shares outstanding
  • Second Quarter 2022 Non-GAAP net loss per share between ($0.03) and ($0.04), assuming approximately 99 million weighted average shares outstanding

Challenges Ahead

  • Second Quarter 2022 Non-GAAP operating loss between ($2.5) million and ($3.5) million