Compared to Estimates, JFrog (FROG) Q1 Earnings: A Look at Key Metrics

In This Article:

JFrog Ltd. (FROG) reported $122.41 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 22%. EPS of $0.20 for the same period compares to $0.16 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $117.19 million, representing a surprise of +4.45%. The company delivered an EPS surprise of +25.00%, with the consensus EPS estimate being $0.16.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how JFrog performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Customers >$100k in ARR: 1,051 compared to the 1,037 average estimate based on two analysts.

  • Revenue- License- self-managed: $5.98 million compared to the $5.40 million average estimate based on seven analysts. The reported number represents a change of +22% year over year.

  • Revenue- Subscription- self-managed and SaaS: $116.43 million versus the seven-analyst average estimate of $111.71 million. The reported number represents a year-over-year change of +22%.

  • Revenue- Subscription- SaaS: $52.61 million versus $49.78 million estimated by six analysts on average.

  • Revenue- Self-managed subscription- Subscription: $63.82 million versus the six-analyst average estimate of $61.82 million.

  • Revenue- Self-managed subscription: $69.80 million versus the six-analyst average estimate of $67.34 million.

View all Key Company Metrics for JFrog here>>>

Shares of JFrog have returned +16% over the past month versus the Zacks S&P 500 composite's +13.7% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

JFrog Ltd. (FROG) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research