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JFrog (FROG) investor relations material
JFrog Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
2025 business performance and growth drivers
2025 saw a shift from large customer migrations to consumption-driven revenue, with increased usage from AI and ML experimentation and coding assistant tools.
Security offerings gained strong adoption, especially after a major industry repository attack, driving demand for products like Curation.
Monetization is split between self-hosted (server-based) and cloud (consumption-based) models, with consumption proving effective as AI/ML workloads increase data transfer needs.
Overages from consumption contracts led to renegotiations and higher commitments, with Q1 driven by AI/ML experimentation, Q2 by contract upsizing, and Q3 by renewed usage spikes.
Platformization and multi-product expansion, including security and new offerings, underpin high customer retention and larger, longer-term deals.
Security product momentum and industry impact
Security became a significant revenue contributor after an acquisition, with unique value in consolidating multiple tools for software supply chain protection.
The npm attack in late 2025 triggered urgent demand for Curation, a firewall-like product with no direct alternative, accelerating customer adoption timelines.
Post-attack, pipeline demand shifted heavily toward Curation, especially as organizations seek centralized control over package imports.
Curation is increasingly vital as organizations experiment with coding assistants and machine-generated code, ensuring only approved packages are used.
Security and binary management integration with partners like GitHub enables customers to consolidate tools and streamline vulnerability management.
Product innovation and future outlook
SwampUp conference introduced Fly (agentic AI development), AppTrust (DevGovOps compliance), and AI Catalog (LLM and package management), with early customer interest but limited near-term revenue impact.
AppTrust and AI Catalog are expected to drive future value, but 2026 growth will remain consumption and security-driven.
The "Lego strategy" focuses on building a platform with modular add-ons, supporting incremental revenue and retention.
Three of five leading native AI companies are customers, with one doubling its license and using self-hosted Artifactory for model registry and data center buildout.
Guidance philosophy centers on committed contracts, not forecasting overages, with net dollar retention floor at 116% and upside from security and consumption trends.
What is the budget challenge for Curation adoption?
AppTrust/AI Catalog monetization strategy?
Why not forecast consumption overages in guidance?
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Q4 202513 Feb, 2026
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Frequently asked questions
Accelerating software releases and empowering developers
JFrog is a leading software company that specializes in providing DevOps and software release management solutions. The company's flagship product is JFrog Artifactory, a universal artifact repository manager that helps organizations manage and distribute software binaries and packages. JFrog's menu of products and services also includes JFrog Pipelines for continuous integration and delivery (CI/CD), JFrog Xray for software vulnerability scanning, and JFrog Mission Control for centralized DevOps management. JFrog's offerings are designed to streamline software development and delivery processes, enabling organizations to release high-quality software faster and more efficiently.
Main business segments
JFrog primarily operates within the software development and DevOps space. The company's main business segments revolve around its product portfolio, which encompasses artifact management, CI/CD, security scanning, and DevOps management. These segments cater to different stages of the software development lifecycle and address the needs of developers, operations teams, and security professionals.
Interesting facts about JFrog
JFrog was founded in 2008 and has emerged as a key player in the DevOps and software release management market. The company's products are widely used by organizations across various industries, including technology, finance, healthcare, and automotive, among others. JFrog's solutions are designed to support modern software development practices, such as Agile and DevOps, and enable teams to automate and accelerate their software delivery processes.
One of JFrog's notable offerings is JFrog Artifactory, an industry-leading artifact repository manager. Artifactory serves as a central hub for storing, versioning, and managing software artifacts, providing developers with a reliable and scalable solution for artifact management. JFrog's products are known for their robustness, scalability, and seamless integration with popular development tools and platforms.
Notable competitors
JFrog operates in a market with several notable players in the DevOps and software release management space. Three public competitors in this domain include GitLab Inc., GitHub (Microsoft-owned), and Atlassian Corporation, which offers products like Bitbucket and Bamboo. These companies offer similar solutions to support software development and delivery, and they compete for market share in the DevOps and CI/CD market.
In summary, JFrog is a leading software company that specializes in DevOps and software release management solutions. With its comprehensive product portfolio, including Artifactory, Pipelines, Xray, and Mission Control, JFrog enables organizations to optimize their software development and delivery processes. By streamlining and automating key aspects of the software lifecycle, JFrog empowers teams to release software faster, more securely, and with greater confidence.
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