)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
JFrog
JFrog (FROG) investor relations material
JFrog Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Fiscal 2025 revenue reached $531.8M, up 24% year-over-year, with cloud revenue growing 45% to $243.3M and 6,600 customers, including strong Fortune 100 presence.
Q4 2025 revenue was $145.3M, up 25% year-over-year, with cloud representing 48% of total revenue.
Customers with ARR over $1M grew 42% to 74, and those over $100K ARR reached 1,168, up 15%.
Security solutions, including Advanced Security and Curation, now comprise over 10% of total ARR and 16% of ending RPO.
Strategic partnerships with major cloud providers, NVIDIA, GitHub, and Hugging Face, plus platform adoption expansion.
Financial highlights
FY2025 cloud revenue was $243.3M (46% of total), up from 39% prior year; on-prem revenue was $288.5M, up 11%.
Non-GAAP gross margin for FY2025 was 83.3%; operating margin was 17.3%.
Free cash flow for FY2025 was $142.3M (margin 26.7%–27%); year-end cash and investments totaled $704M.
RPO at year-end was $566M, up 40% year-over-year.
Net dollar retention rate for trailing four quarters was 119%; gross retention 97%.
Outlook and guidance
FY2026 revenue guidance: $623M–$628M (17.5% growth at midpoint); cloud growth expected at 30%–32%.
FY2026 non-GAAP operating income expected at $106M–$108M; EPS $0.88–$0.92.
Q1 2026 revenue guidance: $146M–$148M; non-GAAP EPS $0.20–$0.22.
FY2027 revenue target is $775M–$825M, with free cash flow margin expected at 26%–29%.
What drives the 16% RPO for Security Core?
Analyze the Enterprise+ subscription revenue growth
Explain the 119% Net Dollar Retention rate
Security incidents: structural growth drivers for 2026?
Convert AI usage spikes to annual commitments?
How to improve cloud ROI and cost predictability?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next JFrog earnings date
Q1 20267 May, 2026
JFrog
Next JFrog earnings date
Q1 20267 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Accelerating software releases and empowering developers
JFrog is a leading software company that specializes in providing DevOps and software release management solutions. The company's flagship product is JFrog Artifactory, a universal artifact repository manager that helps organizations manage and distribute software binaries and packages. JFrog's menu of products and services also includes JFrog Pipelines for continuous integration and delivery (CI/CD), JFrog Xray for software vulnerability scanning, and JFrog Mission Control for centralized DevOps management. JFrog's offerings are designed to streamline software development and delivery processes, enabling organizations to release high-quality software faster and more efficiently.
Main business segments
JFrog primarily operates within the software development and DevOps space. The company's main business segments revolve around its product portfolio, which encompasses artifact management, CI/CD, security scanning, and DevOps management. These segments cater to different stages of the software development lifecycle and address the needs of developers, operations teams, and security professionals.
Interesting facts about JFrog
JFrog was founded in 2008 and has emerged as a key player in the DevOps and software release management market. The company's products are widely used by organizations across various industries, including technology, finance, healthcare, and automotive, among others. JFrog's solutions are designed to support modern software development practices, such as Agile and DevOps, and enable teams to automate and accelerate their software delivery processes.
One of JFrog's notable offerings is JFrog Artifactory, an industry-leading artifact repository manager. Artifactory serves as a central hub for storing, versioning, and managing software artifacts, providing developers with a reliable and scalable solution for artifact management. JFrog's products are known for their robustness, scalability, and seamless integration with popular development tools and platforms.
Notable competitors
JFrog operates in a market with several notable players in the DevOps and software release management space. Three public competitors in this domain include GitLab Inc., GitHub (Microsoft-owned), and Atlassian Corporation, which offers products like Bitbucket and Bamboo. These companies offer similar solutions to support software development and delivery, and they compete for market share in the DevOps and CI/CD market.
In summary, JFrog is a leading software company that specializes in DevOps and software release management solutions. With its comprehensive product portfolio, including Artifactory, Pipelines, Xray, and Mission Control, JFrog enables organizations to optimize their software development and delivery processes. By streamlining and automating key aspects of the software lifecycle, JFrog empowers teams to release software faster, more securely, and with greater confidence.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage