FROG
Software - Application · Technology
Analyst
TD
Analyst
TD Cowen
Analyst
Cowen (on behalf of Derrick Wood)
Equibles does not estimate personal net worth.
Andrew Sherman is recorded as Analyst at TD, Analyst at TD Cowen and Analyst at Cowen (on behalf of Derrick Wood). Andrew Sherman has spoken on 9 earnings calls and 1 other investor event across 6 companies, most recently for Tyler Technologies Inc on October 29, 2026. Those appearances were for JFrog Ltd (FROG), Tyler Technologies Inc (TYL), Axon Enterprise, Inc. (AXON), Dynatrace, Inc. (DT), ServiceTitan, Inc. (TTAN) and 1 other company. The companies whose calls Andrew Sherman spoke on are classified in the Technology and Industrials sectors.
“I wanted to ask about the state and also the federal business, because you highlighted a bunch of those deals. What drove the strength there? How did those each track versus your expectation, and how are the pipelines for those looking into next year?”
“Is it fair to think that the deals that slipped in EMEA last quarter closed? How did that region perform in the quarter? And then globally, how is the pipeline of big deals in Q2 and for the second half?”
“Ara, on VA, I wanted to drill in a little bit more on what you're seeing from early customers and trials. What percentage of your customer base has reached out and expressed a lot of interest?”
“It's been great working with you, and John, congrats on your new role. The 10% of ARR from consumption, it was great to get that number. Maybe just touch on where do you think that can get to by the end of this year?”
“I'm with Jeff Schreiner, head of IR at JFrog. I'm Andrew Sherman, analyst covering it as I get my stuff together. You guys have had an amazing past year or so, certainly for the stock and your numbers.”
TD
Analyst
Source not stated
TD Cowen
Analyst
Source not stated
Cowen (on behalf of Derrick Wood)
Analyst
Source not stated
FROG
Software - Application · Technology
Software - Application · Technology
TTAN
Software - Application · Technology