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Jun 30, 2024

JFrog Q2 2024 Earnings Report

JFrog's Q2 2024 financial results were announced, showcasing revenue growth and strategic acquisitions.

Key Takeaways

JFrog reported a 22% year-over-year increase in total revenue, reaching $103.0 million for Q2 2024. Cloud revenue grew by 42% year-over-year, representing 38% of total revenue. The company acquired Qwak AI to expand its platform to include MLOps.

Total revenue reached $103.0 million, a 22% increase year-over-year.

Cloud revenue increased by 42% year-over-year, accounting for 38% of total revenue.

Customers with ARR greater than $1 million increased by 75% year-over-year, totaling 42 customers.

JFrog acquired Qwak AI, expanding the platform to include MLOps capabilities.

Total Revenue
$103M
Previous year: $84.2M
+22.4%
EPS
$0.15
Previous year: $0.11
+36.4%
Gross Margin
78.8%
Previous year: 78.1%
+0.9%
Non-GAAP Gross Margin
84.4%
Previous year: 83.6%
+1.0%
Operating Margin
-18.6%
Previous year: -22.5%
-17.3%
Gross Profit
$81.2M
Previous year: $65.7M
+23.5%
Cash and Equivalents
$218M
Previous year: $46.7M
+367.5%
Free Cash Flow
$16M
Previous year: $16.2M
-1.5%
Total Assets
$1.02B
Previous year: $895M
+14.1%

JFrog

JFrog

Forward Guidance

JFrog anticipates revenue between $105 million and $106 million for Q3 2024. Non-GAAP operating income is expected to be between $10 million and $11 million, with non-GAAP net income per diluted share between $0.09 and $0.11.

Positive Outlook

  • Revenue between $105 million and $106 million
  • Non-GAAP operating income between $10 million and $11 million
  • Non-GAAP net income per diluted share between $0.09 and $0.11
  • Assuming approximately 115 million weighted average diluted shares outstanding