JFrog – Model 20201031

[October 31st, 2020 ]

It will be interesting to see this high multiple stock to report its first earnings after IPO during this turbulent period so I put together an earnings model to have a reference point. You can download excel via link or google drive below.

What I would like to see is that the result reassures the sustainability of high growth assumption and further lengthens participants’ high growth stage period. I’m most interested in their sales and marketing strategy where they might allocate some resources on outbound sales and marketing.

They mentioned they had several leads in second quarter. If they can report some promising customer acquisition from those leads, it might provide of color on the conversion and sales cycle.

Jamin Ball’s tweets below for reference.

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