FROG

EX-99.1

2 frog-ex99_1.htm

EX-99.1

EX-99.1

Exhibit 99.1

JFrog Announces First Quarter 2026 Results

• Total First Quarter Revenues of $154.0 million; up 26% Year-over-Year

• First Quarter Cloud Revenues of $78.9 million; up 50% Year-over-Year

• Customers with ARR greater than $1 million equaled 80, up 48% Year-over-Year

• Trailing four quarter Net Dollar Retention equaled 120% versus 116% in prior year

Sunnyvale, Calif., May 7, 2026 – JFrog Ltd. (“JFrog”) (Nasdaq: FROG), the creators of the JFrog Software Supply Chain Platform, the system of record for trusted software artifacts, binaries, and AI assets, today announced financial results for its first quarter 2026 ended March 31, 2026.

“Q1 was a solid quarter, with strong performance across revenue, cloud growth, and all key metrics, reflecting consistent execution by our global team,” said Shlomi Ben Haim, CEO and Co-founder of JFrog. “Our cloud business acceleration was fueled by surging demand from development organizations leveraging AI-powered coding agents to build and ship software at increasing scale. At the same time, we are seeing powerful momentum in our security business, as customers standardize on JFrog as their end-to-end platform, built on Artifactory as the system of record to govern, manage, and secure binaries at scale in the face of escalating software supply chain threats.”

First Quarter 2026 Financial Highlights

• Revenue for the first quarter of 2026 was $154.0 million, up 26% year-over-year.

• GAAP Gross Profit was $120.4 million; GAAP Gross Margin was 78.2%.

• Non-GAAP Gross Profit was $129.0 million; Non-GAAP Gross Margin was 83.8%.

• GAAP Operating Loss was ($12.9) million; GAAP Operating Margin was (8.4%).

• Non-GAAP Operating Income was $32.9 million; Non-GAAP Operating Margin was 21.4%.

• GAAP Net Loss Per Share was ($0.07); Non-GAAP Diluted Earnings Per Share was $0.27.

• Operating Cash Flow was $38.4 million; Free Cash Flow of $37.3 million.

• Cash, Cash Equivalents and Investments were $741.2 million as of March 31, 2026.

• Remaining performance obligations were $574.9 million as of March 31, 2026.

Recent Business & Product Highlights

• Cloud revenue equaled $78.9 million during the first quarter of 2026, an increase of 50% year-over-year. Cloud revenue represented 51% of total revenue, compared to 43% in the year-ago period.

• Net Dollar Retention rate for the trailing four quarters was 120%.

• Customers with greater than $1 million ARR increased to 80, up from 54 in the year-ago period.

• Customers with greater than $100K ARR increased to 1,225 compared with 1,051 in the year-ago period.

• Customers adopting the end-to-end JFrog Platform Enterprise+ subscription represented 58% of total revenue during the first quarter of 2026, versus 55% in the year-ago period.

• Announced board authorization of up to $300 million share repurchase program.

• Launched JFrog MCP Registry as the first enterprise-grade registry for MCP servers.

• Launched JFrog Skills Registry alongside NVIDIA to bring a trust layer to AI agent skills.

1

Second Quarter and Fiscal Year 2026 Outlook

• Second Quarter 2026 Outlook:

o Revenue between $154 million and $156 million

o Non-GAAP operating income between $28 million and $30 million

o Non-GAAP net income per diluted share between $0.23 and $0.25, assuming approximately 126 million weighted average diluted shares outstanding

• Fiscal Year 2026 Outlook:

o Revenue between $628 million to $632 million

o Non-GAAP operating income between $112 million and $116 million

o Non-GAAP net income per diluted share between $0.93 and $0.97, assuming approximately 128 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 First Quarter 2026 Financial Results Conference Call

• Date: Thursday, May 7, 2026

• Time: 2:00 p.m. PT (5:00 p.m. ET)

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 creators of the unified DevOps, DevSecOps, DevGovOps, and MLOps platform, is on a mission to create a world of software delivered without friction from development to production. Driven by a “Liquid Software” vision, the JFrog Platform is a software supply chain system of record that is designed to power organizations as they build, manage, and distribute secure software with speed and scale. Holistic security features help identify, protect, and remediate against threats and vulnerabilities. The universal, hybrid, multi-cloud JFrog Platform is available as both SaaS services across major cloud service providers and self-hosted. Millions of users and appro

8-K

0001800667false00018006672026-02-122026-02-12

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 12, 2026

JFrog Ltd. (Exact name of Registrant as Specified in Its Charter)

Israel

001-39492

98-0680649

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

270 E. Caribbean Drive

Sunnyvale, California

94089

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s Telephone Number, Including Area Code: (408) 329-1540

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Ordinary Shares, NIS 0.01 par value

FROG

Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition. On February 12, 2026, JFrog Ltd. issued a press release and will hold a conference call announcing its financial results for its fourth quarter and fiscal year ended December 31, 2025. A copy of the press release is furnished herewith as Exhibit 99.1 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 1934, 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 February 12, 2026.

104

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

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:

February 12, 2026

By:

/s/ Eduard Grabscheid

Eduard Grabscheid Chief Financial Officer

8-K

0001800667false00018006672025-11-062025-11-06

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): November 6, 2025

JFrog Ltd. (Exact name of Registrant as Specified in Its Charter)

Israel

001-39492

98-0680649

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

270 E. Caribbean Drive

Sunnyvale, California

94089

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s Telephone Number, Including Area Code: (408) 329-1540

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Ordinary Shares, NIS 0.01 par value

FROG

Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition. On November 6, 2025, JFrog Ltd. issued a press release and will hold a conference call announcing its financial results for its third quarter ended September 30, 2025. A copy of the press release is furnished herewith as Exhibit 99.1 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 1934, 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 6, 2025.

104

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

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 6, 2025

By:

/s/ Eduard Grabscheid

Eduard Grabscheid Chief Financial Officer