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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
JFrog
JFrog (FROG) investor relations material
JFrog 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary15 Jan, 2026
Company overview and value proposition
Provides a universal, hybrid platform for managing, securing, and distributing software supply chain assets, serving over 6,500 customers including most Fortune 100 firms.
Platform acts as a 'power grid' for software supply chain, handling artifacts, packages, and binaries.
Recent performance and growth drivers
Achieved 50% cloud growth and 54% increase in $1M+ enterprise customers in Q3.
56% of revenue now comes from full platform subscriptions, with 39% year-over-year growth.
Strong free cash flow and operating margin maintained through disciplined execution.
Cloud and AI adoption trends
Cloud growth driven by increased AI adoption, with higher consumption of AI-related packages and data transfer.
Enterprise customers focus on AI implementation, with security and trust as top priorities.
Cloud migration discussions have shifted to multi-cloud and hybrid strategies, with AI at the center of 2025 and 2026 plans.
How does AI shift customer security/trust needs?
MLOps market maturity and GTM strategy
How does platform consolidation impact competition?
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Next JFrog earnings date
Q4 202512 Feb, 2026
JFrog
Next JFrog earnings date
Q4 202512 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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