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Dec 31, 2022

JFrog Q4 2022 Earnings Report

JFrog's Q4 2022 earnings were announced, revealing revenue in line with guidance and profitability targets met despite macroeconomic challenges.

Key Takeaways

JFrog reported Q4 revenue of $76.5 million, a 29% year-over-year increase. The company's cloud revenue increased by 53% year-over-year. JFrog is seeing increased adoption of its Software Supply Chain Platform and Advanced Security features.

Total revenue equaled $76.5 million, up 29% year-over-year.

GAAP Gross Margin was 77.4%, while Non-GAAP Gross Margin was 83.7%.

Operating Cash Flow was $7.3 million, with Free Cash Flow of $6.4 million.

Customers adopting the complete JFrog Platform represented 43% of total revenue compared to 35% in the year ago period.

Total Revenue
$76.5M
Previous year: $59.2M
+29.2%
EPS
$0.04
Previous year: -$0.01
-500.0%
Gross Margin
77.4%
Previous year: 78.3%
-1.1%
Non-GAAP Gross Margin
83.7%
Previous year: 84.8%
-1.3%
Operating Margin
-32.5%
Previous year: -38.2%
-14.9%
Gross Profit
$59.3M
Previous year: $46.4M
+27.8%
Cash and Equivalents
$45.6M
Previous year: $68.3M
-33.2%
Free Cash Flow
$6.4M
Previous year: $16.6M
-61.5%
Total Assets
$871M
Previous year: $853M
+2.2%

JFrog

JFrog

Forward Guidance

JFrog anticipates revenue between $78 million and $79 million and non-GAAP operating income between $1.5 million and $2.5 million for Q1 2023. They expect revenue between $340 million and $344 million and non-GAAP operating income between $17 million and $19 million for fiscal year 2023.

Positive Outlook

  • Revenue between $78 million and $79 million.
  • Non-GAAP operating income between $1.5 million and $2.5 million.
  • Non-GAAP net income per diluted share between $0.03 and $0.05.
  • Revenue between $340 million to $344 million.
  • Non-GAAP operating income between $17 million and $19 million.