JFrog Ltd. Bullish thesis summary
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Business & Economics
JFrog Ltd. (FROG): A Bull Case Theory

81% Informative
JFrog Ltd. recently reported Q2 earnings that met expectations but were accompanied by a lowered full-year revenue guidance.
The company attributed the reduction to macroeconomic pressure, delayed deals, and volatile usage among SMB customers on monthly billing plans.
Despite slowing growth, key customer metrics remained solid: customers generating $ 1 million+ in ARR rose 75% YoY.
VR Score
81
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80
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49
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English
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51
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External references
4
Source diversity
2
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