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Side-by-side financial comparison of JFrog Ltd (FROG) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
XPLR Infrastructure, LP is the larger business by last-quarter revenue ($249.0M vs $145.3M, roughly 1.7× JFrog Ltd). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs -10.5%, a 21.7% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs -15.3%). JFrog Ltd produced more free cash flow last quarter ($49.9M vs $-88.0M). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs -1.6%).
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
FROG vs XIFR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $249.0M |
| Net Profit | $-15.2M | $28.0M |
| Gross Margin | 77.9% | — |
| Operating Margin | -14.7% | -19.3% |
| Net Margin | -10.5% | 11.2% |
| Revenue YoY | 25.2% | -15.3% |
| Net Profit YoY | 34.4% | 124.3% |
| EPS (diluted) | $-0.13 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $145.3M | $249.0M | ||
| Q3 25 | $136.9M | $315.0M | ||
| Q2 25 | $127.2M | $342.0M | ||
| Q1 25 | $122.4M | $282.0M | ||
| Q4 24 | $116.1M | $294.0M | ||
| Q3 24 | $109.1M | $319.0M | ||
| Q2 24 | $103.0M | $360.0M | ||
| Q1 24 | $100.3M | $257.0M |
| Q4 25 | $-15.2M | $28.0M | ||
| Q3 25 | $-16.4M | $-37.0M | ||
| Q2 25 | $-21.7M | $79.0M | ||
| Q1 25 | $-18.5M | $-98.0M | ||
| Q4 24 | $-23.2M | $-115.0M | ||
| Q3 24 | $-22.9M | $-40.0M | ||
| Q2 24 | $-14.3M | $62.0M | ||
| Q1 24 | $-8.8M | $70.0M |
| Q4 25 | 77.9% | — | ||
| Q3 25 | 77.4% | — | ||
| Q2 25 | 76.3% | — | ||
| Q1 25 | 75.3% | — | ||
| Q4 24 | 75.4% | — | ||
| Q3 24 | 75.0% | — | ||
| Q2 24 | 78.8% | — | ||
| Q1 24 | 79.5% | — |
| Q4 25 | -14.7% | -19.3% | ||
| Q3 25 | -15.8% | 1.6% | ||
| Q2 25 | -20.4% | 26.3% | ||
| Q1 25 | -18.8% | -82.6% | ||
| Q4 24 | -21.9% | -188.1% | ||
| Q3 24 | -27.4% | 15.4% | ||
| Q2 24 | -18.6% | 18.3% | ||
| Q1 24 | -16.6% | -8.2% |
| Q4 25 | -10.5% | 11.2% | ||
| Q3 25 | -12.0% | -11.7% | ||
| Q2 25 | -17.0% | 23.1% | ||
| Q1 25 | -15.1% | -34.8% | ||
| Q4 24 | -20.0% | -39.1% | ||
| Q3 24 | -21.0% | -12.5% | ||
| Q2 24 | -13.9% | 17.2% | ||
| Q1 24 | -8.8% | 27.2% |
| Q4 25 | $-0.13 | — | ||
| Q3 25 | $-0.14 | $-0.40 | ||
| Q2 25 | $-0.19 | $0.84 | ||
| Q1 25 | $-0.16 | $-1.05 | ||
| Q4 24 | $-0.21 | — | ||
| Q3 24 | $-0.21 | $-0.43 | ||
| Q2 24 | $-0.13 | $0.66 | ||
| Q1 24 | $-0.08 | $0.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $704.4M | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $887.4M | $10.9B |
| Total Assets | $1.3B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $704.4M | $960.0M | ||
| Q3 25 | $651.1M | $711.0M | ||
| Q2 25 | $611.7M | $880.0M | ||
| Q1 25 | $563.5M | $1.5B | ||
| Q4 24 | $522.0M | $283.0M | ||
| Q3 24 | $467.8M | $290.0M | ||
| Q2 24 | $591.3M | $281.0M | ||
| Q1 24 | $579.6M | $245.0M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $887.4M | $10.9B | ||
| Q3 25 | $859.4M | $11.0B | ||
| Q2 25 | $826.5M | $11.3B | ||
| Q1 25 | $800.0M | $12.6B | ||
| Q4 24 | $773.5M | $12.9B | ||
| Q3 24 | $756.2M | $13.6B | ||
| Q2 24 | $721.4M | $13.9B | ||
| Q1 24 | $707.8M | $14.0B |
| Q4 25 | $1.3B | $19.6B | ||
| Q3 25 | $1.3B | $19.1B | ||
| Q2 25 | $1.2B | $20.5B | ||
| Q1 25 | $1.2B | $21.4B | ||
| Q4 24 | $1.1B | $20.3B | ||
| Q3 24 | $1.1B | $20.9B | ||
| Q2 24 | $1.0B | $21.7B | ||
| Q1 24 | $997.1M | $22.3B |
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.41× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $50.7M | $186.0M |
| Free Cash FlowOCF − Capex | $49.9M | $-88.0M |
| FCF MarginFCF / Revenue | 34.3% | -35.3% |
| Capex IntensityCapex / Revenue | 0.6% | 110.0% |
| Cash ConversionOCF / Net Profit | — | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.7M | $186.0M | ||
| Q3 25 | $30.2M | $231.0M | ||
| Q2 25 | $36.1M | $232.0M | ||
| Q1 25 | $28.8M | $90.0M | ||
| Q4 24 | $49.1M | $283.0M | ||
| Q3 24 | $27.6M | $208.0M | ||
| Q2 24 | $16.7M | $231.0M | ||
| Q1 24 | $17.5M | $78.0M |
| Q4 25 | $49.9M | $-88.0M | ||
| Q3 25 | $28.8M | $-283.0M | ||
| Q2 25 | $35.5M | $151.0M | ||
| Q1 25 | $28.1M | $1.0M | ||
| Q4 24 | $48.5M | $231.0M | ||
| Q3 24 | $26.7M | $152.0M | ||
| Q2 24 | $16.0M | $162.0M | ||
| Q1 24 | $16.6M | $14.0M |
| Q4 25 | 34.3% | -35.3% | ||
| Q3 25 | 21.0% | -89.8% | ||
| Q2 25 | 27.9% | 44.2% | ||
| Q1 25 | 23.0% | 0.4% | ||
| Q4 24 | 41.8% | 78.6% | ||
| Q3 24 | 24.5% | 47.6% | ||
| Q2 24 | 15.5% | 45.0% | ||
| Q1 24 | 16.6% | 5.4% |
| Q4 25 | 0.6% | 110.0% | ||
| Q3 25 | 1.0% | 163.2% | ||
| Q2 25 | 0.5% | 23.7% | ||
| Q1 25 | 0.5% | 31.6% | ||
| Q4 24 | 0.5% | 17.7% | ||
| Q3 24 | 0.9% | 17.6% | ||
| Q2 24 | 0.7% | 19.2% | ||
| Q1 24 | 0.8% | 24.9% |
| Q4 25 | — | 6.64× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.94× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.73× | ||
| Q1 24 | — | 1.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FROG
Segment breakdown not available.
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
