•
Jun 30, 2022

JFrog Q2 2022 Earnings Report

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

Key Takeaways

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%.

Total Revenue
$67.8M
Previous year: $48.7M
+39.4%
EPS
-$0.02
Previous year: $0.01
-300.0%
Gross Margin
77.5%
Previous year: 81.4%
-4.8%
Non-GAAP Gross Margin
83.7%
Previous year: 83.4%
+0.4%
Operating Margin
-33%
Previous year: -29.2%
+13.0%
Gross Profit
$52.6M
Previous year: $39.6M
+32.8%
Cash and Equivalents
$430M
Previous year: $259M
+66.0%
Free Cash Flow
$3M
Previous year: $18M
-83.3%
Total Assets
$858M
Previous year: $729M
+17.7%

JFrog

JFrog

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.

Positive Outlook

  • 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

Challenges Ahead

  • 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