JFrog Ltd. Earnings Recaps
Q2 2026
Aug 8, 2026
JFrog’s Q2 revenue and cloud growth beat expectations, driving a 5.9% stock increase as the market rewarded robust demand for its cloud platform amid rising AI-driven software supply chain activity.
Key takeaways
- Total revenue reached $163.8 million, growing 29% year-over-year.
- Cloud revenue surged 53% YoY, supported by increased consumption of secure binaries.
- Enterprise customers with annual spend over $1 million grew 59% to 97, highlighting strong upsell motion.
- Customers spending more than $100,000 annually rose 20% to 1,291, reinforcing broad-based enterprise traction.
- Management emphasized the strategic positioning of JFrog as the control plane for AI-accelerated software supply chains, fueling cloud demand despite ongoing customer forecasting challenges.
Q1 2026
May 11, 2026
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.
Key takeaways
- 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.
Q3 2025
Nov 7, 2025
JFrog delivered a robust Q3 2025 performance with total revenue of $136.9 million, reflecting a 26% year-over-year growth and a strong commitment to cloud and security solutions.
Key takeaways
- Cloud revenue increased to $63.4 million, achieving 50% growth year-over-year, driven by rising usage of AI-generated artifacts and software packages.
- The number of enterprise customers grossing over $1 million annually grew by 54% year-over-year, now totaling 71 clients.
- Net dollar retention stood at 118% for the trailing four quarters, showcasing continued expansion and customer loyalty in cloud adoption and security offerings.