JFrog Ltd. (FROG) Earnings Call Transcripts
JFrog Ltd.'s Latest Earnings Call - June 4, 2026
JFrog Ltd. reported strong Q1 2026 results, with a notable 50% growth in cloud revenue, now accounting for 51% of total revenues. The company raised its guidance for fiscal year 2026, projecting revenue growth of 34% to 36%, up from the previous 30% to 32%. Management highlighted the increasing importance of their security solutions, particularly in the context of AI-driven demand for binary management. These factors could positively influence the stock, given the robust performance and optimistic outlook.
Reported metrics
| Metric | Value |
|---|---|
| Cloud Revenue | 50% growth (beat) |
| Total Revenue | 51% from cloud (positive) |
| Operating Margin | 21% (beat) |
| Revenue Guidance | 34% to 36% (positive) |
Guidance from management
JFrog raised its revenue guidance for FY 2026 to 34% to 36%, up from the previous 30% to 32%, reflecting confidence in sustained cloud and security demand.
What analysts pressed on
Analysts expressed concerns about the durability of cloud growth and the potential impact of AI on pricing models. There were also questions about the balance between growth and profitability, given the competitive landscape.
Main topics on the call
- Cloud Revenue Growth — JFrog's cloud revenue grew by 50%, now representing 51% of total revenues. Management emphasized the strategic shift from self-hosted to cloud, highlighting that 'cloud growth is a great outcome' and a key focus area.
- Security Solutions — JFrog's security offerings, particularly curation and advanced security, are gaining traction. Management noted that 'curation has never been penetrated' and is critical in the AI era, driving growth in ASP and net dolla...
- AI and Binary Management — JFrog is positioned as a beneficiary of AI trends, with management stating that 'AI equals more binaries equal more JFrog.' The company's platform supports a wide range of languages and offers governance, which is crucia...
- Pricing Model — JFrog maintains a consistent pricing model based on data consumption and storage for cloud, and number of servers for self-hosted. Management is monitoring potential shifts due to AI but has no immediate plans to change ...
Read the full JFrog Ltd. transcript (June 4, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About JFrog Ltd.
JFrog Ltd. (FROG) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 63 calls on record spanning November 4, 2020 to June 4, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 63 JFrog Ltd. earnings call transcripts on record, spanning November 4, 2020 to June 4, 2026. Based on this history, JFrog Ltd. reports quarterly. The most recent call on file is dated June 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- FROG
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 63
- First call
- November 4, 2020
- Most recent
- June 4, 2026
- Reporting cadence
- quarterly