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JFrog Ltd. (FROG) Presents at J.P. Morgan 54th Annual Glo...
2026-05-20 · via All Articles on Seeking Alpha

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