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JFrog (FROG) investor relations material
JFrog UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Recent performance and growth drivers
Achieved strong acceleration in growth, with cloud revenue up 50% year over year, driven by usage over minimum commitments and increased enterprise expansion.
Security offerings and larger deal velocity contributed to higher average selling prices and robust enterprise commitments.
Guidance remains conservative, excluding unpredictable large deals and usage above minimum commitments, focusing on committed revenue.
Q4 guidance reflects a challenging year-over-year comparison due to prior large cloud deals, with expectations for continued momentum if execution persists.
Cloud migration pace has slowed among sophisticated customers due to concerns over AI-related cost predictability and governance, causing a temporary pause in full cloud adoption.
Product innovation and strategic initiatives
Recent product launches include App Trust, AI Catalog, and Fly, targeting governance, AI security, and small team adoption, respectively.
App Trust addresses compliance pain points and is generating early pipeline interest, while AI Catalog secures large language models amid rising Hugging Face model usage.
Fly is positioned as a long-term R&D initiative to attract emerging tech startups and inform future enterprise features.
Integration with ServiceNow enhances operational workflows, especially for compliance and governance tracking.
Strategic focus on platform expansion, including DevGovOps, MLOps, and DevSecOps, to maintain a competitive moat.
AI and security as growth levers
AI-driven code generation is increasing binary volume, benefiting core management and security offerings.
Security is a major opportunity, with organizations seeking to secure rapidly growing codebases and large language models.
Acquisition of Qwak enabled end-to-end model lifecycle management, differentiating the platform in the ML space.
Curation within the security suite is seeing heightened demand, especially after npm-related security events.
Platform and vendor consolidation trends are driving multi-year security adoption, with customers gradually replacing point solutions.
What's delaying cloud migration for large customers?
Curation demand: What's budget alignment status?
AppTrust: What's its 2026 revenue potential?
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Raymond James TMT and Consumer Conference8 Dec, 2025
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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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