JFrog – FY3Q20 ER

JFrog's first result as a public company came in earlier. Few operational highlights: Number of customers with ARR greater than $100K increased to 313 this quarter from 286 last quarterNumber of customers with ARR above $1M increased to 9 this quarter from 8 last quarterNet Dollar Retention for trailing four quarters declined to 136% for … Continue reading JFrog – FY3Q20 ER


JFrog – Quick Cal.

💡 Intellectual exercise only. Don't take the projection seriously. JFrog recorded accounting profit in the last quarter. The company has been cashflow positive for a while. The business is a typical software business which enjoys high gross margin. Once the business breaks even, the operating leverage might kick in faster than consensus expects because people … Continue reading JFrog – Quick Cal.