JFrog (FROG) reports Q2 earnings: What key metrics have to say
|JFrog Ltd. reported $127.22 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 23.5%. EPS of $0.18 for the same period compares to $0.15 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $122.84 million, representing a surprise of +3.57%. The company delivered an EPS surprise of +12.5%, with the consensus EPS estimate being $0.16.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how JFrog performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Customers >$100k in ARR: 1,076 versus the two-analyst average estimate of 1,069.
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Revenue- License- self-managed: $6.15 million versus the eight-analyst average estimate of $5.37 million. The reported number represents a year-over-year change of +32.6%.
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Revenue- Subscription- self-managed and SaaS: $121.07 million compared to the $117.45 million average estimate based on eight analysts. The reported number represents a change of +23% year over year.
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Revenue- Subscription- SaaS: $57.1 million compared to the $53.21 million average estimate based on six analysts. The reported number represents a change of +45.4% year over year.
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Revenue- Self-managed subscription- Subscription: $63.97 million compared to the $64.31 million average estimate based on six analysts.
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Revenue- Self-managed subscription: $70.12 million versus the six-analyst average estimate of $69.69 million. The reported number represents a year-over-year change of +10%.
Shares of JFrog have returned -4.4% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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