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JFrog (FROG) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 05, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.24

Last Year’s EPS

0.18

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 21 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 07, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a broadly positive operational and financial picture driven by accelerated cloud adoption (50% cloud growth), strong retention (120% NDR) and margin expansion. Innovations for AI artifacts (MCP and Skills registries) and strategic partnerships (NVIDIA) reinforce product leadership. Key risks highlighted were the dependence on converting cloud over-usage into committed ARR, conservative full-year guidance despite outperformance in Q1, slower on-prem growth, and competitive/technical uncertainties from evolving LLM/tooling capabilities. Overall, the positives (robust cloud momentum, high retention, improved profitability, strong cash flow and product innovation) outweigh the risks tied to timing of contract conversions and market competition.

Company Guidance

JFrog guided Q2 revenue of $154–$156M with non‑GAAP operating profit of $28–$30M and non‑GAAP diluted EPS of $0.23–$0.25 (assumes ~126M shares), and for full‑year 2026 expects revenue of $628–$632M (≈18.5% YoY at the midpoint), non‑GAAP operating income of $112–$116M and non‑GAAP diluted EPS of $0.93–$0.97 (assumes ~128M shares); management raised its baseline cloud growth outlook to 33%–35% for 2026, set a net dollar retention floor of 118%, and reiterated an annual gross margin target of 82%–83%. These targets are supported by Q1 results of $154M total revenue (+26% YoY), cloud revenue $78.9M (+50% YoY; 51% of total), self‑managed $75.1M (+8% YoY), Enterprise Plus at 58% of revenue (+33% YoY contribution growth), RPO of $574.9M (+36% YoY), Q1 gross margin 83.8%, operating margin 21.4%, operating cash flow $38.4M and free cash flow $37.3M (24.2% margin).

Total Revenue Growth

Q1 total revenue of $154.0M, up 26% year-over-year and exceeded the top end of guidance on every metric.

Cloud Revenue Acceleration

Cloud revenue of $78.9M, up 50% year-over-year and representing 51% of total revenues (vs. 43% a year ago) — milestone quarter where cloud exceeded on‑prem revenue contribution.

Enterprise Subscription Expansion

Enterprise Plus subscriptions contributed 58% of revenue (up from 55% prior year) and Enterprise Plus revenue grew 33% year-over-year.

Large Customer Momentum

Customers spending >$1M increased to 80 from 54 (48% year-over-year growth); customers spending >$100k rose to 1,225 from 1,051 (17% year-over-year growth).

Net Dollar Retention and Retention Metrics

Net dollar retention for trailing four quarters was 120% (up 4 percentage points year-over-year and +1 point sequentially); gross retention was 97% in Q1.

Improving Margins and Profitability

Gross profit $129.0M with gross margin 83.8% (vs. 82.5% year-ago). Operating profit $32.9M with operating margin 21.4% (vs. 17.4% year-ago). Non-GAAP operating expense discipline: 62% of revenues vs. 65% prior year.

Strong Cash Flow and Balance Sheet

Cash flow from operations $38.4M and free cash flow $37.3M (24.2% margin vs. 23% prior year). Cash & short-term investments $741.2M (up from $704.4M).

Order Book and Capital Return

Remaining performance obligations (RPO) $574.9M, up 36% year-over-year; announced first-ever $300M share repurchase authorization.

Product and Ecosystem Innovation

Launched JFrog MCP Registry and Skills Registry (GA-ready innovations), partnership with NVIDIA (Skills Registry in NVIDIA AI-Q Blueprint) to address AI artifacts, models, agent skills and MCP servers.

Raised Cloud Baseline Outlook

Raised estimated full-year baseline cloud growth to 33%–35% and set 2026 net dollar retention floor to 118%.

JFrog (FROG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

FROG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2026	2026 (Q2)	0.24 / -	0.18	―	―	―
May 07, 2026	2026 (Q1)	0.21 / 0.27	0.2	35.00% (+0.07)
Feb 12, 2026	2025 (Q4)	0.19 / 0.22	0.19	15.79% (+0.03)
Nov 06, 2025	2025 (Q3)	0.16 / 0.22	0.15	46.67% (+0.07)
Aug 07, 2025	2025 (Q2)	0.16 / 0.18	0.15	20.00% (+0.03)
May 08, 2025	2025 (Q1)	0.16 / 0.20	0.16	25.00% (+0.04)
Feb 13, 2025	2024 (Q4)	0.14 / 0.19	0.19	0.00% (0.00)
Nov 07, 2024	2024 (Q3)	0.11 / 0.15	0.15	0.00% (0.00)
Aug 07, 2024	2024 (Q2)	0.14 / 0.15	0.11	36.36% (+0.04)
May 09, 2024	2024 (Q1)	0.14 / 0.16	0.06	166.67% (+0.10)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

FROG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2026	$57.02	$70.55	+23.73%
Feb 12, 2026	$53.30	$51.68	-3.04%
Nov 06, 2025	$47.26	$60.00	+26.96%
Aug 07, 2025	$38.79	$43.62	+12.45%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.