Constantinos Venetsanopoulos

JFrog reported its quarterly earnings on Aug 7th. ProntoNLP compared the JFrog earning call transcript to 3 other similar SAAS (DevOps) companies as well as to the average of the software GICS group. ProntoNLP's Aspect based LLM signal gave an early warning for JFrog on May 9th 2024 (their last earning call) when the Aspects score dropped from 0.52 to 0.4. ProntoNLP analyzed the earning call transcripts of these 4 SAAS (DevOps) companies JFrog, Atlassian, Dynatrace and Datadog. As can be seen in the image below the only company that had an increase in the LLM score compared with its score last quarter is Atlassian while JFrog had a much lower LLM score (-16%) compared with their last quarter (Color Legend is at the top part of the image below). The dotted navy blue line shows the average LLM score for each of the last 4 quarters for the whole software GICS group. All these 4 companies are SAAS companies and hence the customer related LLM categories are extremely important. The image below shows that Datadog and Atlassian have extremely high values for Customer Acquisition, Customer Behavior and Customer Retention. ProntoNLP's new LLM Aspects based signal for these companies shows the following trend: JFrog: a huge decline from 0.4 last quarter to 0.08 Atlassian: score stayed the same at 0.43 Dynatrace: slight decline from 0.45 last quarter to 0.42 Datadog : slight decline from 0.47 last quarter to 0.42 Based on the LLM scores in the Customer related categories and the change in the Aspects scores of the 4 software stocks it seems that Atlassian and Datadog are the top picks now and JFrog is at the bottom of the pack. The new comparison feature of ProntoNLP is extremely powerful and can support picking the winners and losers within any GICS group based on the latest #GenerativeAI technologies. ProntoNLP provides via SFTP real time quantitative signals on earning calls, filings, macro and news. Reach out to ProntoNLP to start using our #GenerativeAI based tools and Maintain an edge in alpha creation. #Quant #HedgeFunds #ArtificialIntelligence #StockMarket

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JFrog Ltd., the Liquid Software company and creators of the JFrog Software Supply Chain Platform, today announced a new product integration with NVIDIA NIM microservices, a component of the NVIDIA AI Enterprise software platform. Their platform has been expanded to include a unified MLOps platform as a result of the acquisition of Qwak AI. It is anticipated that the JFrog Platform will be integrated with the JFrog Artifactory model registry and NVIDIA NIM to create an end-to-end software supply chain workflow that combines GPU-optimized, pre-approved AI models with centralized DevSecOps processes. Read more - https://lnkd.in/gpy_sCJZ For Startup funding reach out us at: https://lnkd.in/gra5x2Xi To share your startup information write us on - [email protected] Join Our Whatsapp Channel To Get The Latest Updates & News: https://lnkd.in/esJEFzan #tech #AI #automation #nvidia #JFrog #AIEnterprise #microservices

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➰ APIContext's latest insights on cloud-based API performance have been featured on Nordic APIs! In the 2024 report, we delve into crucial aspects affecting API efficiency: 🔐 Authentication is key. Ensuring robust authentication mechanisms in APIs is crucial, yet offloading this function can introduce complex challenges. 📖 DNS configurations matter. How you handle DNS settings can significantly impact API performance, particularly when tied to authentication processes. 🌐 The role of third parties. Critical third-party services play a significant role in 🔗 API transactions, underscoring the need for careful integration and monitoring. ⛅ Not all clouds are created equal. Differences in cloud services can drastically affect API performance, an essential consideration as APIs account for over 80% of all internet traffic. #APIs #CloudComputing #TechInsights #APIContext

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On Wednesday, GitHub and JFrog announced a collaboration to integrate their platforms, making it simpler for developers and their support teams to handle source code and binaries across both services. This features single sign-on, role mapping, code tracing from source to binary packages across platforms, and a unified project architecture. Later, a unified dashboard will display GitHub and JFrog’s source- and binary-focused security scan findings. #github #jfrog #githubcopilot #eltrys ELTRYS. GitHub JFrog

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In #InnoDB, the PGA manages per-connection memory for query execution, sorting, and joins. Each connection has its own dynamically allocated PGA memory. Parameters like sort_buffer_size and join_buffer_size control allocation for specific tasks. #MySQLPerformance @MinervaDB #dba https://zurl.co/urLY

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How Startups Grow 👇 1. How Linktree got from 0 to $37M ARR and 12M users with the simplest product ever: https://lnkd.in/dET-g-Gd 2. How Rubrik's CEO hacked growth to achieve +$500M ARR in 10 years: https://lnkd.in/djKajRDj 3. How Perplexity AI got to +$1B valuation with $20M ARR under Google's Monopoly: https://lnkd.in/dzRXWYw3 4. $100M ARR in 18 months: how Wiz became the fastest-growing software company ever: https://lnkd.in/dyHk2Pda

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Turbocharge your cloud applications: ⚡ Vector search on Memorystore for Redis is now GA, offering ultra-fast in-memory search for #generativeAI apps where user experience matters ⚡ New node types are GA on Memorystore for Redis Cluster #GoogleCloudNext #GoogleCloudConsulting

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📖 Your Weekend Read: DYK that in realistic workloads, #ScyllaDB costs would be 5X to 40X lower with up to 4X better P99 latency compared to #DynamoDB? Here is a consolidated look at how the two solutions compare on a Uniform distribution. https://lnkd.in/eBYTXzkR #NoSQL #techtips #database

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🚨 Heading to #ObservabilityDay on Nov. 12? Be sure to stop by Altinity #Developer Advocate Josh Lee's talk "Where's the auto in auto-instrumentation? A look at current automation strategies with #OTel." He will do a deep dive on how to achieve end-to-end #observability coverage with no custom code and minimal setup. 😎 https://hubs.la/Q02VG70t0

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Enhancing #MySQL WRITE performance in #InnoDB requires optimizing the buffer pool to manage memory effectively and reduce disk I/O. It provides key strategies for tuning the InnoDB buffer pool for optimal WRITE efficiency. #MySQLPerformance @MinervaDB #dba https://zurl.co/ClfN

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Another things Coroot has improved is FinOps and cost management, now not only it is able to estimate instance costs and costs of overprovisioning resources but also Cross-AZ and Egress traffic, which can be significant part of your costs in the cloud #observability #finops

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JFrog announced the addition of JFrog Runtime to its suite of security capabilities, empowering enterprises to seamlessly integrate security into every step of the development process, from writing source code to deploying binaries into production. #CyberSecurity #DevSecOps #JFrogRuntime

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