Equity Profile

FROG

JFrog Ltd.

Information TechnologySystems Software$11.1B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

JFrog Ltd. is a technology company that specializes in software solutions for managing and distributing software updates and packages....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.27

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and attract new customers, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

FROG Q2-2026 Earnings Preview

Context

Company Snapshot

JFrog Ltd. is a technology company that specializes in software solutions for managing and distributing software updates and packages. As a key player in the information technology sector, JFrog's services are increasingly important in a world where software development and deployment are critical to business success.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+346.24%

Avg Stock Reaction

+1.34%

Last Quarter Recap

In Q1 2026, JFrog reported an impressive EPS of $0.27, significantly beating expectations. The stock reacted positively, gaining nearly 6% the following day.

Management Promises & Guidance

Continued focus on expanding customer base.
Investment in product innovation.
Commitment to improving operational efficiency.

Expectations

Wall Street Expectations

Overall, Wall Street is optimistic about JFrog's upcoming earnings, especially given its strong track record of beating EPS estimates. However, concerns about revenue growth and customer retention may temper enthusiasm.

Bull Case

If JFrog continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a significant upward movement in the stock price.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of slowing customer acquisition, it could lead to a sharp decline in stock value.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.27

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market presence and attract new customers, which is vital for long-term success.

Customer Growth

N/A

An increase in customer count can indicate market demand for JFrog's products and services, which is essential for sustaining growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $0.27?

Given JFrog's history of exceeding EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

What is the current customer growth rate?

Customer growth is crucial for JFrog's future revenue potential, and any slowdown could raise concerns about market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating JFrog's potential for customer growth, especially given recent trends in software development.

Supporting Evidence

JFrog has consistently beaten EPS estimates, indicating stronger-than-expected performance.

The options market is pricing a larger move than historical averages, suggesting potential volatility.

Recent industry trends favor companies that provide efficient software management solutions, which JFrog excels at.

Key Risk

If customer growth exceeds expectations, it could significantly alter the market's perception of JFrog's future prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether JFrog can maintain its growth trajectory in a competitive landscape.

Bull Confirmed If

An EPS of $0.30 or higher would confirm strong profitability and investor confidence.

Bear Confirmed If

An EPS below $0.25 would raise red flags about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±29.13%

Historical Avg

±3.3%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating heightened uncertainty ahead of the earnings report.

Options are pricing ±29.1% while FROG has averaged ±3.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

78.9%

Calls (49K)P/C Ratio: 0.03Puts (14K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If JFrog beats expectations, history suggests the stock could rise around 1.34%, confirming strong operational performance.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react neutrally, reflecting uncertainty.

Miss

A miss could lead to a decline, with historical patterns suggesting an average drop of around 7.69%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer acquisition strategies and growth metrics.
2Any commentary on product innovation and upcoming releases.
3Insights into operational efficiency improvements.
4Management's outlook on market conditions and competition.
5Discussion of any new partnerships or collaborations.

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Company Snapshot

JFrog Ltd. is a technology company that specializes in software solutions for managing and distributing software updates and packages....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.27

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and attract new customers, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

FROG Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+346.24%

Avg Stock Reaction

+1.34%

Last Quarter Recap

In Q1 2026, JFrog reported an impressive EPS of $0.27, significantly beating expectations. The stock reacted positively, gaining nearly 6% the following day.

Management Promises & Guidance

Continued focus on expanding customer base.
Investment in product innovation.
Commitment to improving operational efficiency.

Expectations

Wall Street Expectations

Bull Case

If JFrog continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a significant upward movement in the stock price.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of slowing customer acquisition, it could lead to a sharp decline in stock value.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.27

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market presence and attract new customers, which is vital for long-term success.

Customer Growth

N/A

An increase in customer count can indicate market demand for JFrog's products and services, which is essential for sustaining growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $0.27?

Given JFrog's history of exceeding EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

What is the current customer growth rate?

Customer growth is crucial for JFrog's future revenue potential, and any slowdown could raise concerns about market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating JFrog's potential for customer growth, especially given recent trends in software development.

Supporting Evidence

JFrog has consistently beaten EPS estimates, indicating stronger-than-expected performance.

The options market is pricing a larger move than historical averages, suggesting potential volatility.

Recent industry trends favor companies that provide efficient software management solutions, which JFrog excels at.

Key Risk

If customer growth exceeds expectations, it could significantly alter the market's perception of JFrog's future prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether JFrog can maintain its growth trajectory in a competitive landscape.

Bull Confirmed If

An EPS of $0.30 or higher would confirm strong profitability and investor confidence.

Bear Confirmed If

An EPS below $0.25 would raise red flags about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±29.13%

Historical Avg

±3.3%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating heightened uncertainty ahead of the earnings report.

Options are pricing ±29.1% while FROG has averaged ±3.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

78.9%

Calls (49K)P/C Ratio: 0.03Puts (14K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If JFrog beats expectations, history suggests the stock could rise around 1.34%, confirming strong operational performance.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react neutrally, reflecting uncertainty.

Miss

A miss could lead to a decline, with historical patterns suggesting an average drop of around 7.69%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer acquisition strategies and growth metrics.
2Any commentary on product innovation and upcoming releases.
3Insights into operational efficiency improvements.
4Management's outlook on market conditions and competition.
5Discussion of any new partnerships or collaborations.