JFrog shares surged 21% post-earnings, driven primarily by cloud revenue growth and robust enterprise adoption that surpassed expectations, reflecting investor enthusiasm for the company’s positioning amid accelerating AI-fueled software supply chain activity.

• Total revenue reached $154 million, up 26% year-over-year.
• Cloud revenue grew 50% year-over-year, indicating strong momentum in the cloud-first platform strategy.
• Customers with annual spend over $1 million increased 48% year-over-year, reaching 80.
• Customers with annual spend exceeding $100,000 rose 17% year-over-year to 1,225.
• Growth was supported by rising average selling prices on new customer acquisitions and strong expansion within existing accounts.