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SEC EDGAR 8-KAUG 66 min read$FROG

JFrog Ltd (FROG): Results of Operations and Financial Condition

JFrog Ltd (FROG) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 frog-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 JFrog Announces Second Quarter 2026 Results • Total Second Quarter Revenues of $163.8 million; up 29% Year-over-Year • Second Quarter Cloud Revenues of $87.5 million; up 53% Year-over-Year • Customers with ARR greater than $1

Original reporting
SEC EDGAR 8-K
Published Aug 6, 2026, 8:10 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 6, 2026, 8:26 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
alphai market briefEarnings
Primary signal
$FROG
Bullish
high confidence
Mentioned
$FROG
Relevance
9/10
alphai data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$FROGBullishHigh
01

Why it matters

The key tradable elements are the reported growth rates (revenue +29% YoY, cloud +53% YoY), retention and customer expansion (NDR 121%, >$1M ARR customers 97), and explicit revenue and non-GAAP income guidance ranges.

02

Market read

A fresh earnings-and-guidance disclosure for a growth software/security name, with cloud mix rising to 53% of revenue and clear forward ranges.

03

What to watch

Investors may scrutinize the gap between GAAP and non-GAAP margins, and whether remaining performance obligations growth ($659.0M, +38% YoY) converts into durable revenue acceleration.

Relevance 9/10Novelty 9/10Timing: after-hours filing on Aug 6, 2026, with same-day Q3 and FY2026 guidance

Background

This is an SEC 8-K with JFrog’s Q2 2026 results (ended June 30, 2026) and forward guidance for Q3 and FY2026.

Company-level read

Ticker impact

$FROGBullishHigh confidence
Context

JFrog reported Q2 2026 revenue of $163.8M (+29% YoY) and guided Q3 revenue to $164M-$166M, plus FY2026 outlook.

Expected impact

Bias toward upside if investors focus on cloud acceleration, NDR, and raised/solid non-GAAP outlook; GAAP loss may cap enthusiasm.

Evidence & confidence

The filing provides fresh, decision-useful datapoints: quarterly results, trailing NDR, ARR customer counts, and forward guidance ranges for Q3 and FY2026.

Market effects

Sector

Reinforces demand narrative for software supply chain security and cloud adoption among DevSecOps platforms.

Regional

Limited direct regional spillover; primarily impacts US-listed software security peers via read-across on cloud growth.

Global

Global enterprise security spend and AI-era software artifact governance demand could be viewed as strengthening.

Counterpoint

What could challenge this read

GAAP operating loss of ($13.2)M and GAAP EPS loss may signal profitability still lags, making the stock sensitive to any non-GAAP normalization concerns.

Key entities

  • issuer
    JFrog Ltd.

    Nasdaq-listed software supply chain platform company reporting Q2 results and issuing Q3 and FY2026 guidance.

  • executive
    Shlomi Ben Haim

    CEO and co-founder quoted on strategy execution and AI-driven demand.

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