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JFrog Ltd. (FROG) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 9:25 AM EDT
Company Participants
Jeffrey Schreiner - Vice President of Investor Relations
Ed Grabscheid - Chief Financial Officer
Conference Call Participants
Brian Essex - JPMorgan Chase & Co, Research Division
Presentation
Brian Essex
JPMorgan Chase & Co, Research Division
All right. Good morning, everyone. My name is Brian Essex, JPMorgan's large-cap/mid-cap software analyst.
With me today, I'm very happy to have JFrog with their CFO, Ed Grabscheid; and Jeff Schreiner from IR at the end there to keep them honest.
What I'll do is -- I've got a number of questions for the company, which I'll run through. I'll leave maybe 10 minutes or so at the end of the session for a Q&A from the audience.
But Jeff, thank you so much for joining us.
Jeffrey Schreiner
Vice President of Investor Relations
Thank you for having us.
Ed Grabscheid
Chief Financial Officer
Thanks for having us, Brian.
Question-and-Answer Session
Brian Essex
JPMorgan Chase & Co, Research Division
Maybe to kick it off, probably the most popular question that I've gotten after your earnings, which -- amazing results, 50% cloud growth, which is fantastic. How do you guys think about the sustainability of cloud growth, particularly given that a lot of it is overage related, and it doesn't seem as though enterprises are, at least in 1Q, too focused on managing the utilization of that overage? But we'll love to understand how much visibility you have into that growth trajectory. And how do you think about things when companies start to manage those costs maybe a little bit more efficiently?
Ed Grabscheid
Chief Financial Officer
Well, it might be the most popular question being asked to you. It's certainly the most popular question being asked to us. It's
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