JFrog reports strong Q3 2026 results

Item 2.02 Results of Operations and Financial Condition.

On November 5, 2026, JFrog Ltd. issued a press release and will hold a conference call announcing its financial results for its third quarter ended September 30, 2026.¹ A copy of the press release is furnished herewith as Exhibit 99.1² and is incorporated herein by reference.

The information contained herein and in the accompanying exhibit are "furnished" and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934³, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, and shall not be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit Number

Exhibit Description

99.1

Press release of JFrog Ltd. dated November 5, 2026.⁴

104

Cover Page Interactive Data File (embedded within the Inline XBRL document).⁴

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

JFrog Ltd.

Date:

November 5, 2026

By:

/s/ Eduard Grabscheid⁵

Eduard Grabscheid

Chief Financial Officer⁵

JFrog Announces Third Quarter 2026 Results

• Total Third Quarter Revenues of $179.2 million; increase of 31% Year-over-Year⁶

• Third Quarter Cloud Revenues of $101.5 million; increase of 60% Year-over-Year

• Customers with ARR greater than $1 million grew to 112, up 58% Year-over-Year

• Trailing four quarter Net Dollar Retention equaled 124%, up from 118% in prior year

Sunnyvale, Calif., November 5, 2026 – JFrog Ltd. (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software Supply Chain Platform, the system of record for software artifacts, binaries, and AI assets, today announced financial results for its third quarter 2026 ended September 30, 2026.

"AI agents are writing code faster than any developer can review it. Every output becomes an artifact that must be stored, secured, and governed," said Shlomi Ben Haim, CEO and Co-founder of JFrog. "Speed without trust can't scale. Enterprises are standardizing on the JFrog Platform as a system of record for their software supply chain; a control plane that gives users both, under one Platform. Our Q3 performance reflects this momentum."

Third Quarter 2026 Financial Highlights

• Revenue for the third quarter of 2026 was $179.2 million, an increase of 31% year-over-year.

• Cloud revenue was $101.5 million, an increase of 60% year-over-year.^{7 7}Cloud revenue represented 57% of total revenue, compared to 46% in the year-ago period.⁷

• GAAP Gross Profit was $142.7 million; GAAP Gross Margin was 79.6%.

• Non-GAAP Gross Profit was $149.8 million; Non-GAAP Gross Margin was 83.6%.

• GAAP Operating Loss was ($1.8) million; GAAP Operating Margin was (1.0%) .⁸

• Non-GAAP Operating Income was $40.7 million⁸; Non-GAAP Operating Margin was 22.7%.

• GAAP Diluted Earnings Per Share was $0.05; Non-GAAP Diluted Earnings Per Share was $0.32.⁹

• Operating Cash Flow was $69.3 million; Free Cash Flow was $66.5 million.¹⁰

• Cash, Cash Equivalents and Investments were $880.9 million as of September 30, 2026.

• Remaining Performance Obligations were $812.4 million as of September 30, 2026, up 60% year-over-year.

Recent Business & Product Highlights

• Net Dollar Retention rate for the trailing four quarters was 124%, driven by growing demand for software supply chain security solutions and cloud consumption.

• Customers with greater than $1 million ARR increased to 112, up from 71 in the year-ago period .

• Customers with greater than $100K ARR increased to 1,357 compared with 1,121 in the year-ago period.

• Customers adopting the end-to-end JFrog Platform Enterprise+ subscription represented 61% of total revenue during the third quarter of 2026, versus 56% in the year-ago period.

• Introduced Zero-Touch Remediation and the Self-Healing Software Supply Chain Security Ecosystem with Broadcom, Chainguard, Echo, IBM/Red Hat, Moderne, TuxCare and Seal Security, automatically applying verified fixes for known vulnerabilities.

• Extended the JFrog Platform to secure the agentic workforce with AI Asset Scanning, Agent Guard and support for Microsoft's Agent Package Manager.

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• Partnered with Wiz to connect code, cloud and runtime in a single source of truth, helping teams remediate cyber threats before they can be exploited.

Fourth Quarter and Fiscal Year 2026 Outlook

• Fourth Quarter 2026 Outlook:¹¹

o Revenue between $183 million and $185 million¹¹ o Non-GAAP operating income between $36.2 million and $38.2 million o Non-GAAP net income per diluted share between $0.28 and $0.30, assuming approximately 131 million weighted average diluted shares outstanding

• Fiscal Year 2026 Outlook:¹²

o Revenue between $680 million and $682 million¹² o Non-GAAP operating income between $142.5 million and $144.5 million o Non-GAAP net income per diluted share between $1.14 and $1.16, assuming approximately 129 million weighted average diluted shares outstanding

The section titled "Non-GAAP Financial Information" below describes our usage of non-GAAP financial measures. Reconciliations between historical GAAP and non-GAAP information are contained at the end of this press release following the accompanying financial data.

Conference Call Details

• Event: JFrog's Third Quarter 2026 Financial Results Conference Call

A live webcast of the conference call will be accessible from the investor relations website at https://investors.jfrog.com/events-and-presentations.

About JFrog

JFrog Ltd. (Nasdaq: FROG), the creator of the software supply chain system of record, is on a mission to create a world of trusted software delivery without friction from development to production, whether software is written by developers or by AI. Driven by a "Liquid Software" vision, the JFrog Platform is designed to help organizations manage, secure, and govern binaries, models, agents, and AI-generated assets, and distribute trusted software with speed, scale and control. The universal JFrog Platform is available as a SaaS service across all major cloud providers, as well as via self-managed and hybrid deployments. Millions of users and thousands of organizations worldwide, including a majority of the Fortune 100, depend on JFrog as a single source of truth to securely adopt AI and accelerate business transformation. Learn more at https://jfrog.com or follow us on X @JFrog.

Disclosure Information

JFrog routinely posts important information for investors on its website (https://i