You might also like
JFrog Ltd. (ticker: FROG) is a provider of an end-to-end, hybrid, universal Software Supply Chain Platform. The company enables organizations to continuously and securely create and deliver software updates across any system, supporting modern software supply chain management and release processes. JFrog sells tools that bridge software development and deployment, enhancing the efficiency of developers, security teams, and machine learning operations teams.
-
Subscription Revenue - Generates revenue through self-managed and SaaS (Software-as-a-Service) offerings, supporting deployment across public cloud, private cloud, on-premise, or hybrid environments.
- Self-managed Subscriptions - Allows customers to deploy and manage JFrog products in various environments.
- SaaS Subscriptions - Offers JFrog-managed public cloud deployments.
-
License Revenue - Provides self-managed licenses for customers to use JFrog's software solutions.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Frederic Simon ExecutiveBoard | Chief Data Scientist | None | Co-founder of JFrog, serving as Chief Data Scientist since 2019. Previously held roles as Chief Architect and Chief Presale Engineer within JFrog. | |
Shlomi Ben Haim ExecutiveBoard | CEO, Chairman of the Board | None | Co-founder of JFrog, serving as CEO since 2008 and Chairman since 2020. Instrumental in the company's growth and development in DevOps and software solutions. | View Report → |
Yoav Landman ExecutiveBoard | CTO | None | Co-founder of JFrog and creator of JFrog Artifactory. Serving as CTO since 2008, contributing to the company's technological innovation. | |
Eduard Grabscheid Executive | CFO | None | Joined JFrog in 2019 as VP of Finance, promoted to CFO in January 2024. Previously held senior financial roles at Atlona, ServiceMax, and Cisco. | |
Tali Notman Executive | Chief Revenue Officer | None | Joined JFrog in 2011, promoted to CRO in January 2019. Previously held roles in sales and customer relations within JFrog. | |
Andy Vitus Board | Board Member | Partner at Scale Venture Partners | Member of JFrog's board since 2016. Brings extensive venture capital experience and serves as a director for several private companies. | |
Barry Zwarenstein Board | Board Member | Board Member at Aria Systems and On24 | Member of JFrog's board since 2020. CFO of Five9 and previously held senior finance roles at SMART Modular Technologies and Dealertrack Technologies. | |
Elisa Steele Board | Board Member | Board Member at Amplitude, Bumble, and Procore Technologies | Member of JFrog's board since 2020. Former CEO of Namely and Jive Software, with executive experience at Microsoft and Skype. | |
Jessica Neal Board | Board Member | Venture Partner at TCV; Board Member at Public.com and Humu.com | Member of JFrog's board since 2020. Former Chief Talent Officer at Netflix and held leadership roles at Scopely and Coursera. | |
Luis Felipe Visoso Board | Board Member | CFO of Unity Software; Board Member at Splunk (prior to Cisco acquisition) | Member of JFrog's board since 2024. Extensive finance leadership experience at Unity, Palo Alto Networks, AWS, and Cisco. Expertise in global enterprise markets. | |
Yossi Sela Board | Lead Independent Director | Managing Partner at Gemini Israel Ventures; Chairman of Bridges Israel | Member of JFrog's board since 2012. Extensive venture capital experience and serves on the boards of several private companies and the Technion R&D Foundation. | |
Yvonne Wassenaar Board | Board Member | Board Member at Arista Networks, Forrester Research, Rubrik, and Alation | Member of JFrog's board since 2022. Former CEO of Puppet and Airware, with extensive experience in enterprise software and cloud-native technologies. |
- Your gross margins have been declining due to a higher mix of cloud revenues, which carry a lower margin profile; how do you plan to manage this trend, and what steps are you taking to stabilize or improve your overall gross margins?
- Net dollar retention has slowed to 117%, and you've guided for mid-teens going forward; what specific initiatives are you implementing to boost net dollar retention, and how confident are you in achieving higher rates in the next year?
- You've mentioned that some large deals that slipped from previous quarters closed in Q3, contributing to overperformance; how sustainable is this growth, and what risks do you foresee that might impact your pipeline and future quarters' performance?
- With AI workloads potentially driving significant storage demand due to large AI binaries, when do you expect to see meaningful revenue contributions from AI-related opportunities, and how are you positioning the company to capitalize on this trend?
- Some customers planning to migrate to the cloud have paused their investments in on-premises deployments; how is this affecting your self-managed revenue growth, and what impact do you anticipate on your overall revenue mix and long-term growth strategy?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Many companies address only certain parts of the DevOps cycle and may compete with a limited set of JFrog offerings. | |
Many companies address only certain parts of the DevOps cycle and may compete with a limited set of JFrog offerings. | |
Cloudsmith | Many companies address only certain parts of the DevOps cycle and may compete with a limited set of JFrog offerings. |
Sonatype | Many companies address only certain parts of the DevOps cycle and may compete with a limited set of JFrog offerings. |
Amazon Web Services (AWS) | Cloud providers, while also partners, may compete with a subset of JFrog functionality. |
Cloud providers, while also partners, may compete with a subset of JFrog functionality. | |
Cloud providers, while also partners, may compete with a subset of JFrog functionality. | |
Aqua Security | Some security-focused companies may compete with a subset of JFrog’s holistic security offerings or address only developer-level security. |
Snyk | Some security-focused companies may compete with a subset of JFrog’s holistic security offerings or address only developer-level security. |
Some security-focused companies may compete with a subset of JFrog’s holistic security offerings or address only developer-level security. | |
Some diversified technology companies may have offerings that compete with certain JFrog products. | |
Pivotal Software | Some diversified technology companies may have offerings that compete with certain JFrog products. |
Some diversified technology companies may have offerings that compete with certain JFrog products. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Qwak AI Ltd. | 2024 | Completed acquisition valued at approximately $230 million with a mix of cash, shares, and equity awards to enhance JFrog's MLOps capabilities by integrating Qwak’s end‑to‑end ML model management platform into its Software Supply Chain Platform. |
Assets from Reseller | 2022 | Completed acquisition in August 2022 for $1.1 million, with $0.9 million in cash and $0.2 million offset against accounts receivable, aimed at acquiring key assets from a reseller to support JFrog’s growth. |
Vdoo Connected Trust Ltd. | 2021 | Completed acquisition on July 19, 2021, for an approximate value of $300 million (including $210 million in cash, shares, RSUs, and a retention bonus) to incorporate Vdoo’s product security platform and enhance JFrog’s DevOps security offerings. |
No recent press releases or 8-K filings found for FROG.