JFrog Ltd (FRA:JFG)
€ 80.42 -4.02 (-4.76%) Market Cap: 9.86 Bil Enterprise Value: 9.23 Bil PE Ratio: 0 PB Ratio: 12.01 GF Score: 47/100

Jfrog Ltd at TD Cowen Technology, Media & Telecom Conference Transcript

May 27, 2026 / 07:00PM GMT
Release Date Price: €61.18 (-2.83%)
Andrew Sherman
Cowen and Company LLC - Analyst

We are live. Thank you, Jeff, for being here. I'm with Jeff Schreiner, Head of IR at JFrog. I'm Andrew Sherman, Analyst covering it.

Questions & Answers

Andrew Sherman
Cowen and Company LLC - Analyst

As I get my stuff together. You guys have had an amazing past year or so. Certainly, for the stock and your numbers. Talk about what has driven that. The AI tailwinds you've seen from greater usage, how sustainable are those? What exactly is driving it? All that stuff.

Jeff Schreiner
JFrog Ltd. - Vice President of Investor Relations

Yeah, thank you, Andrew. Thank you for having us. We really appreciate attending the conference. I think as it relates to cloud, what we said kind of started last year and has continued on into this year, is that last year we started to see the spark, and it's a spark that we think will eventually lead to a fire. That spark was the introduction of experimentation and the use of coding agents into the enterprise. We started to see

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