Q3 2025 Jfrog Ltd Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Release Date Price: $47.26 (+2.47%)

Transcript 10-Q8-K

Key Points

Positve

JFrog Ltd (FROG) reported a strong Q3 2025 with total revenue of $136.9 million, up 26% year over year.
Cloud revenue grew significantly, reaching $63.4 million, representing a 50% year-over-year increase.
The company saw a 54% growth in customers spending over $1 million annually, indicating strong enterprise adoption.
Net dollar retention remained robust at 118%, showcasing sustained customer growth and engagement.
JFrog Ltd (FROG) continues to innovate with new AI and machine learning developments, positioning itself as a leader in the software supply chain management space.

Negative

Despite strong performance, JFrog Ltd (FROG) remains cautious about future cloud growth due to unpredictable compute costs and customer hesitancy to fully commit to public cloud.
The company faces longer sales cycles for its security solutions, which could delay revenue recognition.
JFrog Ltd (FROG) is not disclosing specific numbers on cloud migration, which may indicate uncertainty in this area.
There is a risk of over-reliance on large deals, which are de-risked from guidance due to timing uncertainties.
The company acknowledges macroeconomic volatility and geopolitical uncertainty, which could impact future performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

FROG.OQ - Jfrog Ltd
Q3 2025 Jfrog Ltd Earnings Call
Nov 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for joining us and welcome to the JFRG 3rd quarter 2025 financial results earnings call.

After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please raise your hand.

If you have dialed into today's call, please press 9 to raise your hand and 6 to unmute. I will now hand the conference over to Jeffrey Schriner, Head of Investor relations. Jeffrey, please go ahead.

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Unidentified_2 [2]
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Thank you, Nicole. Good afternoon and thank you for joining us as we review Jay Frog

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