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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
JFrog
JFrog (FROG) investor relations material
JFrog Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $179.2M, up 31% YoY; cloud revenue rose 60% to $101.5M, or 57% of revenue.
AI-driven artifact growth and demand for supply-chain security and governance supported higher cloud usage, larger commitments, and Enterprise+ expansion.
3Q'26 LTM revenue reached $642M, up 28% YoY, with $207M in LTM free cash flow and 124% net dollar retention.
Financial highlights
Q3 gross profit was $142.7M GAAP and $149.8M non-GAAP; gross margins were 79.6% and 83.6%, respectively.
Non-GAAP operating income was $40.7M, versus $25.6M a year earlier; non-GAAP operating margin was 22.7%, versus 18.7%.
GAAP net income was $6.6M, versus a $16.4M loss; non-GAAP net income was $41.2M, versus $27.5M.
Operating cash flow was $69.3M and free cash flow was $66.5M, versus $28.8M in Q3 2025; 9M free cash flow was $157.5M.
Cash, cash equivalents, and investments totaled $880.9M at quarter-end; RPO was $812.4M, up 60% YoY.
Outlook and guidance
FY 2026 revenue guidance is $680M-$682M; non-GAAP operating income is $142.5M-$144.5M and diluted EPS is $1.14-$1.16 on ~129M weighted-average diluted shares.
Q4 revenue guidance is $183M-$185M; non-GAAP operating income is $36.2M-$38.2M and diluted EPS is $0.28-$0.30 on ~131M weighted-average diluted shares.
FY baseline cloud growth guidance increased to 52%-54%; the trailing four-quarter NDR floor is 122%.
FY 2026E gross margin is 83.0%-83.5%, operating margin 20.9%-21.2%, and free cash flow $194M-$196M.
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Latest events from JFrog
- FY23 revenue grew 25%, with $72.2M free cash flow and FY24 revenue guidance of $424M–$428M.FROG
Q4 2023 - swampUP 2026 showcased advances in automated governance and secure software supply chains for the AI era.FROGSwampUP 2026
- Security-led growth and AI-driven adoption fuel strong revenue and cloud expansion.FROGCanaccord Genuity's 46th Annual Growth Conference
- AI and security trends are accelerating growth, with hybrid models and security wins leading revenue.FROGTechnology Leadership Forum 2026
- Q2 revenue up 29%, cloud revenue up 53%, SaaS at 53%, and FY 2026 guidance raised.FROGQ2 2026
- JFrog unveiled new AI, security, and compliance solutions, fueling strong growth and enterprise adoption.FROGSwampUP 2025
- 2025 revenue up 24% to $531.8M, with strong cloud and security growth and robust 2026 outlook.FROGQ4 2025
- Q3 revenue up 23%, cloud growth 38%, strong enterprise momentum, and cautious FY2024 outlook.FROGQ3 2024
- Q1 2025 revenue up 22% to $122.4M, cloud/SaaS up 42%, with strong margins but wider net loss.FROGQ1 2025
Next JFrog earnings date
Q4 202611 Feb, 2027
JFrog
Next JFrog earnings date
Q4 202611 Feb, 2027
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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.