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Sep 30, 2024

JFrog Q3 2024 Earnings Report

JFrog's Q3 2024 results reflected strong execution with significant enterprise wins.

Key Takeaways

JFrog reported a 23% year-over-year increase in revenue, reaching $109.1 million. Cloud revenue grew by 38% year-over-year and now represents 39% of total revenue. The company continues to expand its platform with new features like MLOps and Runtime Security.

Total revenue reached $109.1 million, a 23% increase year-over-year.

Cloud revenue increased by 38% year-over-year, accounting for 39% of total revenue.

Customers with ARR greater than $1 million increased by 53% year-over-year, totaling 46.

JFrog Platform expanded with MLOps and Runtime Security.

Total Revenue
$109M
Previous year: $88.6M
+23.0%
EPS
$0.15
Previous year: $0.15
+0.0%
Gross Margin
75%
Previous year: 77.7%
-3.5%
Non-GAAP Gross Margin
82.8%
Previous year: 83.7%
-1.1%
Operating Margin
-27.4%
Previous year: -20.4%
+34.3%
Gross Profit
$81.8M
Previous year: $68.9M
+18.7%
Cash and Equivalents
$62.2M
Previous year: $61M
+2.1%
Free Cash Flow
$26.7M
Previous year: $25.4M
+5.2%
Total Assets
$1.08B
Previous year: $920M
+17.5%

JFrog

JFrog

Forward Guidance

JFrog anticipates revenue between $113.5 million and $114.5 million and non-GAAP operating income between $14.0 million and $15.0 million for Q4 2024. For the full year 2024, they expect revenue between $425.9 million and $426.9 million and non-GAAP operating income between $56.4 million and $57.4 million.

Positive Outlook

  • Revenue between $113.5 million and $114.5 million
  • Non-GAAP operating income between $14.0 million and $15.0 million
  • Non-GAAP net income per diluted share between $0.13 and $0.15
  • Revenue between $425.9 million to $426.9 million
  • Non-GAAP operating income between $56.4 million and $57.4 million