Jun 2026 (Q2 FY26) — Aug 6, 2026
JFrog Q2 FY26 — Strong Cloud Growth and Security Momentum Driven by AI
Read the full callJFrog (FROG) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
JFrog earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 164 | +28.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -8.1 | +12.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -4.2 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$94.54 +2.81% · +$2.58
Performance −58.0% 1Y
1Y: $225 on 14 Oct 2025 → $94.54. High $225.85 (15 Oct 2025), low $86.73 (8 Sept 2026).
- Previous close
- $91.96
- 52-week range
- $86.73 – $225.85
- One year
- −58.14%
Overview
- Symbol
- FROG
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
JFrog Q1 FY26 — Strong Cloud Growth and AI-Driven Demand
Read the full callEvery analysed call
JFrog earnings calls (FROG)
Financials
What the filings say
Net profit, year on year: +81% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 109 | 116 | 122 | 127 | 137 | 145 | 154 | 164 |
| Operating profit | -30 | -25 | -23 | -26 | -22 | -21 | -13 | -13 |
| Operating margin | −27.4% | −21.9% | −18.8% | −20.4% | −15.8% | −14.7% | −8.4% | −8.1% |
| Other income | 6 | 6 | 6 | 6 | 7 | 7 | 7 | 8 |
| Depreciation | 0 | — | 0 | — | 0 | — | 0 | — |
| Profit before tax | -24 | -20 | -17 | -20 | -15 | -14 | -6 | -6 |
| Tax rate | 5.2% | −17.0% | −8.8% | −10.2% | −10.2% | −5.2% | −43.0% | 25.4% |
| Net profit | -23 | -23 | -19 | -22 | -16 | -15 | -8 | -4 |
| EPS ($ per share) | -0.21 | — | -0.16 | -0.19 | -0.14 | — | -0.07 | -0.03 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -65 | -75 | -139 | -229 | -290 | -360 | -431 |
| Total liabilities | — | 96 | 135 | 214 | 246 | 293 | 356 | 454 |
| Fixed assets | — | 4 | 5 | 7 | 8 | 7 | 6 | 6 |
| Investments | — | 127 | 434 | 353 | 302 | 379 | 367 | 481 |
| Total assets | — | 238 | 689 | 853 | 871 | 973 | 1,130 | 1,341 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 9 | 10 | 29 | 28 | 21 | 74 | 111 | 146 |
| Cash from investing | -3 | -150 | -312 | -126 | -53 | -53 | -165 | -152 |
| Cash from financing | 114 | 1 | 406 | 1 | 11 | 18 | 21 | 31 |
| Net cash flow | 120 | -139 | 124 | -96 | -23 | 39 | -34 | 26 |
| Capital expenditure | -2 | -2 | -4 | -4 | -4 | -2 | -3 | -3 |
| Free cash flow | 6 | 8 | 26 | 24 | 17 | 72 | 108 | 142 |
FROG revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Saas | 39% | 43% | 43% | 45% | 46% | 48% | 51% | 53% | +53.2% |
| Selfmanaged Subscription | 61% | 57% | 57% | 55% | 54% | 52% | 49% | 47% | +8.8% |
| Subscription | 56% | 52% | 52% | 50% | 48% | 46% | 44% | 42% | +6.4% |
| License | 5% | 6% | 5% | 5% | 6% | 6% | 5% | 5% | +33.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
FROG operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Customers above an annual spend threshold Annual spend exceeding $1 million | 80The number of customers with annual spend exceeding $1 million grew to 80, up from 54 a year ago, representing 48% year-over-year growth.Source: earnings call transcript | 97Customers with annual spend exceeding $1 million grew to 97, up from 61 a year ago, representing 59% year-over-year growth.Source: earnings call transcript | +21.3% |
| Customers above an annual spend threshold Spending more than $100,000 annually | 1,225Customers spending more than $100,000 annually increased to 1,225 compared to 1,051 in the prior year, representing 17% year-over-year growth.Source: earnings call transcript | 1,291Customers spending more than $100,000 annually grew to 1,291 compared to 1,076 in the prior year, an increase of 20% year-over-year.Source: earnings call transcript | +5.4% |
| Net revenue retention rate | 120%Net dollar retention for the 4 trailing quarters was 120%, representing a year-over-year increase of 4 percentage points and 1 percentage point improvement sequentially.Source: earnings call transcript | 121%Net dollar retention for the 4 trailing quarters was 121%, representing a year-over-year increase of 3 percentage points and a 1 percentage point improvement sequentially.Source: earnings call transcript | +1 pt |
| Gross retention rate | 97%We continue to demonstrate that our customers view JFrog as a mission-critical system of record to their software supply chain with gross retention that equaled 97% as of the first quarter of 2026.Source: earnings call transcript | 97%We continue to demonstrate the strategic value of JFrog as a mission-critical trusted system of record for our customers' software supply chain with gross retention of 97% as of the second quarter 2026.Source: earnings call transcript | 0 pt |
| Remaining performance obligation (RPO) | $574.9MAs of March 31, 2026, our RPO totaled $574.9 million, a 36% increase year-over-year, highlighting the successful execution of our go-to-market strategy as customers continue to make larger multiyear commitments to our DevSecOps solutions.Source: earnings call transcript | $659MAs of June 30, 2026, our RPO totaled $659 million, a 38% increase year-over-year, once again, highlighting the successful execution of our go-to-market strategy as customers continue to make larger commitments to the JFrog Platform.Source: earnings call transcript | +14.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q2 FY2026 · share of revenue
- US 59% ↓ 1 pt
- Rest Of World 38% ↑ 1 pt
- IL 3%
As FROG cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
262 filings between Oct 20, 2025 and Oct 7, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$406.90M
230 sales by 10 insiders
95% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 17
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
Also filed: 8 gifts, 5 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Notman Tali | — | $153.76M | Sep 8, 2026 |
| Simon Frederic | — | $95.18M | Oct 1, 2026 |
| Landman Yoav | — | $90.87M | Oct 5, 2026 |
| Shlomi Ben Haim | — | $52.51M | Oct 7, 2026 |
| Sela Yossi | — | $8.26M | Jul 16, 2026 |
| Grabscheid Eduard | — | $4.63M | Sep 3, 2026 |
| Steele Elisa | — | $476.9K | Aug 28, 2026 |
| ZWARENSTEIN BARRY | — | $438.5K | Sep 14, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 7, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 8,330 | $809.1K |
| Oct 7, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 200 | $19.8K |
| Oct 7, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 6,470 | $634.0K |
| Oct 5, 2026 | Landman Yoav CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 45,000 | $4.38M |
| Oct 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 4,584 | $454.5K |
| Oct 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 27,284 | $2.63M |
| Oct 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 66,393 | $6.46M |
| Oct 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 21,539 | $2.11M |
| Oct 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 200 | $19.9K |
| Sep 30, 2026 | Notman Tali CHIEF REVENUE OFFICER | Option exercise | 2,664 | $61.3K |
| Sep 30, 2026 | Notman Tali CHIEF REVENUE OFFICER | Option exercise | 9,113 | $137.8K |
| Sep 14, 2026 | ZWARENSTEIN BARRY Director | Sale 10b5-1 plan | 1,250 | $110.5K |
| Sep 10, 2026 | Vitus Andrew L. Director | Other | 4,989 | $0 |
| Sep 10, 2026 | Vitus Andrew L. Director | Other | 4,989 | $0 |
| Sep 8, 2026 | Notman Tali CHIEF REVENUE OFFICER | Sale 10b5-1 plan | 845 | $74.2K |
| Sep 8, 2026 | Notman Tali CHIEF REVENUE OFFICER | Sale 10b5-1 plan | 17,949 | $1.56M |
| Sep 8, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 10,518 | $897.6K |
| Sep 8, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 6,500 | $549.5K |
| Sep 8, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 1,816 | $160.2K |
| Sep 8, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 6,856 | $563.4K |
| Sep 8, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 2,300 | $192.3K |
| Sep 8, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 12,196 | $1.06M |
| Sep 8, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 5,514 | $482.3K |
| Sep 4, 2026 | Landman Yoav CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 14,369 | $1.30M |
| Sep 4, 2026 | Landman Yoav CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 4,800 | $438.9K |
| Sep 4, 2026 | Landman Yoav CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 7,027 | $631.2K |
| Sep 4, 2026 | Landman Yoav CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 16,104 | $1.41M |
| Sep 4, 2026 | Landman Yoav CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 2,700 | $238.8K |
| Sep 3, 2026 | Grabscheid Eduard CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 5,414 | $496.0K |
| Sep 3, 2026 | Grabscheid Eduard CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 2,066 | $188.0K |
| Sep 3, 2026 | Grabscheid Eduard CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 777 | $72.3K |
| Sep 3, 2026 | Grabscheid Eduard CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 47 | $4.3K |
| Sep 3, 2026 | Grabscheid Eduard CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 111 | $10.1K |
| Sep 3, 2026 | Grabscheid Eduard CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 21 | $2.0K |
| Sep 2, 2026 | Notman Tali CHIEF REVENUE OFFICER | Sale | 19,157 | $1.73M |
| Sep 2, 2026 | Grabscheid Eduard CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 8,780 | $794.7K |
| Sep 2, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Sale | 37,232 | $3.37M |
| Sep 1, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Gift | 15,000 | $0 |
| Sep 1, 2026 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER | Gift | 15,000 | $0 |
| Sep 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 12,357 | $1.16M |
| Sep 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 9,054 | $860.6K |
| Sep 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 14,133 | $1.35M |
| Sep 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 3,903 | $378.3K |
| Sep 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 63,124 | $5.80M |
| Sep 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 13,510 | $1.25M |
| Sep 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 2,319 | $226.9K |
| Sep 1, 2026 | Simon Frederic Director | Sale 10b5-1 plan | 1,600 | $158.0K |
| Aug 28, 2026 | Steele Elisa Director | Sale 10b5-1 plan | 554 | $57.3K |
| Aug 27, 2026 | Landman Yoav CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 96,892 | $9.83M |
| Aug 27, 2026 | Landman Yoav CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 2,995 | $305.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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