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Sep 30, 2022

JFrog Q3 2022 Earnings Report

JFrog's Q3 2022 results exceeded expectations, with cloud revenues growing significantly and the launch of Advanced Security product.

Key Takeaways

JFrog announced strong third-quarter results, exceeding guidance across all metrics. Cloud revenue grew by 60% year-over-year, driven by increased usage in security and DevOps. The company also launched JFrog's Advanced Security, a new DevSecOps product.

Total revenue reached $72.0 million, a 34% increase year-over-year.

Cloud revenue increased by 60% year-over-year.

Launched Advanced Security, a DevOps-Centric solution for software supply chain protection.

Net Dollar Retention rate was 130%.

Total Revenue
$72M
Previous year: $53.7M
+34.1%
EPS
$0.02
Previous year: $0.01
+100.0%
Gross Margin
77.9%
Previous year: 78.7%
-1.0%
Non-GAAP Gross Margin
84.2%
Previous year: 84.5%
-0.4%
Operating Margin
-32.6%
Previous year: -38.9%
-16.2%
Gross Profit
$56.1M
Previous year: $42.2M
+32.8%
Cash and Equivalents
$54M
Previous year: $84.6M
-36.2%
Free Cash Flow
$3.82M
Previous year: -$18.7M
-120.5%
Total Assets
$853M
Previous year: $830M
+2.8%

JFrog

JFrog

Forward Guidance

The company provided guidance for the fourth quarter of 2022, expecting revenue between $76.5 million and $77.5 million, non-GAAP operating income between $1.0 million and $2.0 million, and non-GAAP net income per diluted share between $0.01 and $0.02.

Positive Outlook

  • Revenue between $76.5 million and $77.5 million
  • Non-GAAP operating income between $1.0 million and $2.0 million
  • Non-GAAP net income per diluted share between $0.01 and $0.02