JFrog Ltd. · FROG · FY2026 Q3 · Calendar Q4 2026

JFrog’s 31% Revenue Growth and Raised Outlook Highlight AI-Linked Demand

JFrog’s latest results show accelerating growth versus the prior quarter, with cloud adoption, security and governance uptake, and AI-related artifact volumes supporting the outlook. The durability of this trajectory depends on continued AI-driven demand and converting usage and customer interest into longer-term commitments.

Why did FROG rise 35.3% after beating EPS estimates in FY2026 Q3?

Research this report with FN2. Free to start; review your question before sending.

Reported After market closeNASDAQTechnology $12.23B market cap
100quality score

Earnings scorecard

Reported versus consensus
Reported EPS $0.32 Consensus $0.23
EPS surprise +37.7% Reported versus consensus
Reported revenue $179.2M Consensus $165.9M
Revenue surprise +8.0% Reported versus consensus

Market reaction

event-close to next-session close
Stock move +35.3% Event window
SPY move +0.3% Same window
Abnormal move +35.0% Stock minus SPY
Volume 3.4× Versus trailing sessions
Subsequent drift 0.0% Up to 20 sessions
FROGSPY benchmark

Ask FN2 about FROG FY2026 Q3

Choose a question to continue your research
Why did FROG rise 35.3% after beating EPS estimates in FY2026 Q3?What changed in FROG's guidance and outlook in FY2026 Q3?Give me the bull and bear case for FROG after FY2026 Q3 earnings.

Free to start. Your question opens in chat for you to review and send. FN2 can look up the transcript, financials and prior quarters.

Transcript intelligence

What changed

Revenue growth accelerated to 31% year over year from 29% in the prior quarter, while cloud revenue growth rose to 60% from 53%. Management raised FY2026 revenue guidance to $680–$682 million and cloud growth guidance to 52%–54%. The quarter also featured a $76 million multiyear SaaS agreement with a telecommunications customer; net dollar retention was 124%, and RPO increased 60% year over year to $812 million.

Guidance delta

Management raised FY2026 revenue guidance to $680–$682 million and cloud growth guidance to 52%–54%.

Key takeaways

  • Revenue was $179.2 million, up 31% year over year; cloud revenue rose 60% to $101.5 million.
  • AI-related growth in binaries and artifacts is a demand driver for JFrog’s platform and security offerings, according to the supplied call analysis.
  • A $76 million multiyear SaaS contract and 124% net dollar retention indicate strong expansion and enterprise commitments in the quarter.
  • RPO grew 60% year over year to $812 million; no customer represented more than 3% of total revenue.

Management priorities

  • Expand AppTrust and DevGovOps governance capabilities.
  • Scale infrastructure for AI-specific artifacts, including models, datasets, and MCP skills.
  • Continue on-premises-to-cloud or hybrid SaaS migrations and pursue large enterprise contracts.

Follow FROG with an agent that reads every filing, transcript, and price print. Free to start.

Try FN2 free

Company context

Snapshot as of publication

JFrog Ltd. delivers a comprehensive DevOps platform to businesses throughout the United States, providing a suite of tools designed to streamline software development and delivery. At the heart of their offerings is JFrog Artifactory, a flexible package repository that enables teams and enterprises to effectively store, update, and manage their software packages regardless of scale. Accompanying this is JFrog Pipelines, a robust continuous integration and continuous delivery (CI/CD) engine that automates and orchestrates the movement of software packages. For security and quality assurance, JFrog Xray integrates to scan the Artifactory repositories, while JFrog Distribution ensures high-performance software package deployment, especially for enterprise-grade needs.…

Technology peers this season

Latest reports in the same sector
CompanyQuarterEPS surpriseMarket moveHeadline
VRSK Verisk Analytics, Inc. FY2026 Q3 · Calendar Q4 2026 +2.1% +6.9% Verisk Q3: Subscription Growth Offsets Contractor and Weather Headwinds
IONQ IonQ, Inc. FY2026 Q3 · Calendar Q4 2026 +17.0% -10.5% IonQ reports record Q3 revenue and raises its 2026 outlook
ARW Arrow Electronics, Inc. FY2026 Q3 · Calendar Q4 2026 +22.9% -12.6% Arrow’s record Q3 reflects broad demand, with inventory and mix risks to watch
EPAM EPAM Systems, Inc. FY2026 Q3 · Calendar Q4 2026 +2.9% +20.6% EPAM Raises AI-Native Revenue Target After Q3 Beat; North America Still Flat

Latest beats and misses

Who reports next

Beat on EPS

Missed on EPS

Get the FROG recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Sources

  1. Earnings call transcript and parsed analysis · 2026-11-06T06:09:57.862260+00:00
  2. FN2 earnings calendar · 2026-11-07T01:23:13.875996+00:00
  3. Polygon adjusted daily market bars · 2026-11-07T01:30:45.092598+00:00
  4. Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-07T01:30:45.088803+00:00

Methodology

Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.

Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.

By FN2 Research · Updated · As of 2026-11-07. For educational purposes only; not investment advice.