JFrog na swampUP 2026 představil nové kontroly pro AI softwarový supply chain, včetně Package Traffic Controlleru a rozšíření AppTrust. Zaměřují se na ochranu, nápravu a řízení artefaktů v době rostoucího využití AI.
JFrog’s AI Opportunity Could Fuel a Big Leap in Share PriceJFrog NASDAQ: FROG used its swampUP 2026 investor session to outline product updates aimed at securing, remediating and governing software supply chains as enterprises deploy more AI-assisted development tools. Executives also discussed customer adoption of its AppTrust governance offering, integrations with security providers and the company’s approach to managing AI-generated software artifacts.
The company framed its strategy around three themes: “protect, remediate, and control.” The event’s operator highlighted the Package Traffic Controller, integrations with SASE providers including Zscaler and Netskope, expanded support in Artifactory for AI-related assets, a Wiz integration, zero-touch vulnerability remediation capabilities and enhancements to AppTrust.
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Keysight Discusses Governance Needs JFrog Stock Gets Punished for Solid Results: Buy the DipChristophe Romatier, chief information security officer at Keysight Technologies, said the test, measurement and design-solutions company has increased its software development activity and use of AI. Keysight has about 5,000 developers, according to Romatier, and its DevSecOps organization also oversees internal AI initiatives.
Romatier said governance has become both a security and compliance issue, as well as a developer productivity concern. He cited the Secure Software Development Framework and the European Union’s Cyber Resilience Act as regulations that require organizations to catalog artifacts and software bills of materials alongside products.
JFrog leaps on EPS beat and raised guidance“We don’t really want [developers] spending time capturing compliance or filling in compliance checklists,” Romatier said. “We want our developers writing code.”
Keysight selected JFrog AppTrust after identifying a manual process for capturing and archiving compliance materials that was slowing research and development work, he said. Since Keysight had used JFrog Artifactory for years, the company viewed compliance evidence as another class of artifact that could reside alongside binaries and follow products through their release lifecycle.
Romatier said AI coding tools increased the urgency to automate governance. Without automation, Keysight would have needed to devote more developer time to compliance activities or hire additional personnel, he said. Looking ahead, he said Keysight intends to apply governance across its applications rather than maintain separate processes for higher-sensitivity software.
“Once you’ve done the work to automate the tasks that need to occur on every build, on every release, it’s no longer a question of, do I only want to apply it to this area?” Romatier said. He added that Keysight is working toward a regulatory compliance milestone in October of the following year.
Artifactory Positioned as AI Control Plane JFrog Chief Executive Officer Shlomi Ben Haim and Chief Technology Officer Yoav Landman said the growing volume of binaries produced and consumed by AI agents reinforces the importance of artifact management.
Ben Haim described Artifactory as evolving beyond a system of record into a “system of trust.” He said AI labs and other organizations are putting greater demands on software infrastructure as agents consume packages and generate more software artifacts.
Landman said AI agents are substantial consumers of binaries and also create more binaries that ultimately become deployed software. He said JFrog’s roadmap centers on adding controls around the packages agents can access, protecting Artifactory and retaining release metadata that customers can use to apply policies.
“The key thing is to instill trust into this new reality,” Landman said.
Landman also addressed a question about vulnerabilities affecting on-premises installations. He said some vulnerabilities have greater exposure in on-premises environments because of the configurations needed to exploit them. JFrog provides configuration guidance and issues patches, he said, while platform upgrades can be applied without downtime.
Traffic Controller and AppTrust Expansion Ben Haim said the new Package Traffic Controller is intended to direct incoming software packages through Artifactory rather than allowing users or agents to bypass the repository and pull packages directly from the internet. The company is working with SASE providers including Zscaler, Cloudflare and Netskope, he said.
According to Ben Haim, the Traffic Controller works with JFrog Curation to screen packages against organizational policies before they enter Artifactory. He said the approach is designed to maintain developer workflow speed while preventing unapproved or potentially risky artifacts from entering an organization’s software environment.
Chief Financial Officer Ed Grabscheid said Curation is currently priced on a per-seat basis for contributing developers. He said that directing more trusted binaries into Artifactory could drive additional storage and consumption, and that JFrog expects pricing to evolve over time. He did not provide details of potential pricing changes.
On the governance side, executives said AppTrust is designed to support continuous compliance at the level of every build, rather than periodic compliance reviews. The operator said regulations such as the Cyber Resilience Act and NIST-related requirements are contributing to governance deadlines for organizations.
JFrog Fly and Enterprise Strategy Landman said JFrog incorporated capabilities from JFrog Fly, which had been presented as an agentic repository initiative, into the broader platform. The company used Fly to learn how agents could interact with binary repositories and to capture metadata created through developer and coding-agent interactions, he said. Two of Fly’s capabilities were integrated into Artifactory, while another was incorporated into AppTrust, Ben Haim said.
When asked about the impact of agent-focused Git platforms, Landman said JFrog sees Git increasingly serving as intermediate storage for code before it becomes binaries. He said the company believes binaries remain the more relevant layer for trust, policy and release management.
Ben Haim said JFrog remains focused on enterprise customers, citing its investments in enterprise go-to-market operations, support, customer success, professional services and product development. He said AI-related risks, including shadow AI and code snippets copied into software, are expanding the security needs of both existing and new customers.
Grabscheid said JFrog is focused on executing through 2027 under its existing long-term model. He said the company would revisit its guidance framework as it progresses through that period, while continuing to provide investors with metrics including remaining performance obligations, security-related RPO and net dollar retention.
About JFrog (NASDAQ:FROG)JFrog is a software company specializing in DevOps solutions designed to streamline the management, distribution and security of software binaries. Its core offering, JFrog Artifactory, serves as a universal artifact repository manager compatible with all major package formats, enabling development teams to store, version and share build artifacts across the software delivery pipeline. The company's platform also includes tools for continuous integration and delivery (CI/CD), security scanning and release automation.
Among JFrog's flagship products are JFrog Xray, a security and compliance scanning service that analyzes artifacts and dependencies for vulnerabilities; JFrog Pipelines, a CI/CD orchestration engine that automates build and release workflows; and JFrog Distribution, which accelerates the secure distribution of software releases to edge nodes and end users.
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JFrog oznámil integraci s Wiz, která propojuje cloudovou viditelnost s kontextem softwarového řetězce a zkracuje čas od odhalení rizika k opravě z dnů na hodiny.
swampUP 2026 — JFrog Ltd (Nasdaq: FROG), creators of the JFrog Software Supply Chain Platform, the system of record for trusted software artifacts, binaries, and AI assets, today announced a new integration with Wiz, now part of Google Cloud, that closes a critical gap in AI-Era security: shrinking the time between risk detection and verified code fixes. The JFrog Platform serves as the single source of truth for all software artifacts – from build to production – while the Wiz cloud and AI security platform adds instant cloud runtime visibility. Together, the integration enables security and engineering teams with a unified view of what's running, where it came from, whether it's trusted, and how to fix it – enabling teams to keep pace with frontier AI models that move faster than most organizations can respond.
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The leader in software supply chain security collaborates with the leading cloud and AI security platform to deliver a single source of truth from code to cloud to runtime – giving teams the visibility and speed to remediate threats before attackers exploit them.
“Today’s enterprise security teams are caught between two sources of information: AppSec teams see what was built but lose visibility once software ships. Cloud security teams see what is running but lack the supply chain context to understand the real risks,” said Gal Marder, Chief Strategy Officer, JFrog. “Our partnership and integration with Wiz solves this by delivering a unified view from build to production – so teams can move from detection to remediation in hours vs. days.”
In the Frontier AI era, the threat landscape has shifted fundamentally. Attackers now weaponize vulnerabilities faster than defenders can respond – the median time to exploit is now under a day, according to recent Forrester research. Yet Mean Time to Remediate (MTTR) – already a critical metric – has become even more consequential. Previously, teams measured remediation in days; now, the difference between hours and days can determine whether an organization is breached. The bottleneck is no longer detection – it is manual investigation. AppSec teams see what was built and scanned; cloud security teams see what is running. That visibility gap forces teams to manually stitch together context across disconnected tools, turning threat response into a weeks-long investigation rather than a hours-long fix.
The JFrog-Wiz integration is designed to close this gap by connecting both halves of the picture in real time. The integration operates through an API-based data workflow. Wiz identifies vulnerable and exposed workloads across cloud environments and JFrog traces each workload back to its source artifact in JFrog Artifactory, enriches it with JFrog Advanced Security vulnerability findings, Contextual Analysis, and AppTrust provenance data. Together, security teams get a unified view and full control: what's running, where it came from, whether it's trusted, and how to fix it – without building custom dashboards or manual correlation. The result: teams spend less time reconstructing context and more time remediating.
The JFrog integration with Wiz delivers:
Faster risk-to-fix motion: What previously took days of manual investigation now takes hours. Security teams see Wiz findings and JFrog supply chain context in one unified view on the Wiz Security Graph with no manual correlation required.Continuous compliance instead of periodic audits: JFrog AppTrust cryptographic verification confirms every running workload matches what was signed and approved. This creates an environment for continuous compliance validation rather than snapshot-based periodic assessments.Ownership clarity and automatic routing: Every artifact carries the team, build pipeline, and individual who promoted it. When a threat is identified, ownership routes automatically – no time wasted chasing down who owns the fix.Automatic detection of untrusted deployments: Untrusted images running from unapproved registries are flagged automatically. Remediation paths trace directly to the build pipeline, with fix availability confirmed against existing Artifactory artifacts.Zero-friction integration: Based on an API connection, the integration requires no new agents, no cluster instrumentation, and no elevated cloud permissions. Customers running both JFrog Advanced Security and Wiz can operationalize this integration in just minutes.“We’re happy to collaborate with JFrog to bring cloud runtime visibility and software supply chain context together in one unified view,” said Oron Noah, VP of Product, Extensibility & Partnerships at Wiz. “This integration helps customers spend less time on manual correlation and more time remediating risk.”
The JFrog-Wiz integration is available to customers immediately and ships as part of JFrog Advanced Security. To learn more and see the integration in action visit www.jfrog.com/jfrog-and-wiz.
Like this Story? Share this on X: @JFrog and @Wiz unite to help businesses stay ahead of #AI-driven security threats – giving joint customers a direct path from production alert to code fix. Learn more: https://jfrog.com/jfrog-and-wiz/ #SoftwareSupplyChain #DevSecOps #swampUP #DevGovOps
About JFrog
JFrog Ltd. (Nasdaq: FROG), the creators of the unified DevOps, DevSecOps, DevGovOps and AgentSecOps platform, is on a mission to create a world of software delivered without friction from development to production. Driven by a “Liquid Software” vision, the JFrog Platform is a software supply chain system of record that is designed to power organizations as they build, manage, and distribute secure software with speed and scale. Holistic security features help identify, protect, and remediate against threats and vulnerabilities. The universal, hybrid, multi-cloud JFrog Platform is available as both SaaS services across major cloud service providers and self-hosted. Millions of users and approximately 6,600 organizations worldwide, including a majority of the Fortune 100, depend on JFrog solutions to securely embrace digital transformation in the AI era. Learn more at https://jfrog.com or follow us on X @JFrog.
This press release contains “forward-looking” statements, as that term is defined under the U.S. federal securities laws, including, but not limited to, statements regarding our expectations with respect to the anticipated performance of JFrog’s integration with Wiz.
These forward-looking statements are based on our current assumptions, expectations and beliefs and are subject to substantial risks, uncertainties, assumptions and changes in circumstances that may cause JFrog’s actual results, performance or achievements to differ materially from those expressed or implied in any forward-looking statement. There are a significant number of factors that could cause actual results, performance or achievements to differ materially from statements made in this press release, including but not limited to risks detailed in our filings with the Securities and Exchange Commission, including in our annual report on Form 10-K for the year ended December 31, 2025, our quarterly reports on Form 10-Q, and other filings and reports that we may file from time to time with the Securities and Exchange Commission. Forward-looking statements represent our beliefs and assumptions only as of the date of this press release. We disclaim any obligation to update forward-looking statements, except as required by law.
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JFrog uvedl Traffic Controller, který přes Zscaler, Cloudflare a Netskope přesměrovává stahování balíčků přes JFrog Artifactory a blokuje škodlivé balíčky na síťové úrovni. Firma zároveň varuje, že škodlivé balíčky meziročně vzrostly o 451 % na více než 171 000 unikátních případů.
JFrog Ltd. (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software Supply Chain Platform, the system of record for software artifacts, binaries, and AI assets, today announced new solutions integrated with Zscaler™, Cloudflare, and Netskope – three of the industry's leading Secure Access Service Edge (SASE) providers – to stop malicious packages at the network level before they reach users' machines. The JFrog Traffic Controller universally works with SASE solutions and JFrog Curation to deliver network-layer enforcement that automatically reroutes software package download requests through JFrog Artifactory as the single source of truth – ensuring all software developers and AI agents can develop safely at speed, while giving the organization a traffic enforcement solution to prevent bypasses.
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Together with industry-leading SASE providers Zscaler, Cloudflare, and Netskope, JFrog enables organizations to control open source consumption at the network edge, ensuring every package and artifact used by developers, AI agents, or non-engineering employees flows through a trusted, governed software supply chain. No bypass. No exceptions.
JFrog's 2026 Software Supply Chain Security State of the Union showed a 451% surge in malicious packages year over year, reaching over 171,000 unique instances. Yet only 40% of organizations have malicious package detection capabilities in place, and secrets detection is active in just 28% of enterprises. The categories growing fastest in threat volume seem to be the least covered by today’s tooling.
“Open source has powered software innovation for decades, but in today’s zero-trust world, simply enabling traffic is no longer enough. Organizations need control over what enters their software supply chain, whether it is requested by a developer, an AI agent, or an automated tool. The answer is not another security alert or another gate that disrupts the developer workflow. It is a universal control point that ensures every package flows through one trusted system of record, where policy can be governed and enforced,” said Shlomi Ben Haim, Co-Founder and CEO, JFrog. “JFrog Traffic Controller extends that enforcement to the network edge, creating one trusted path for software consumption with no exceptions, while developers and AI agents continue working without disruption. We’re thrilled to partner with the world’s leading security companies to bring this vision to our customers while staying true to JFrog’s universal philosophy – empowering our customers with a freedom of choice without compromising control, security, or speed.”
The Threat and the AI Governance Gaps are Getting Worse
Today's threat extends well beyond known malicious packages. AI coding agents like Claude Code, Cursor, Copilot, and Kiro now run directly on developer machines, autonomously pulling dependencies, installing libraries, and invoking build processes with little to no review. Agents – like developers – don't always follow proxy configurations, consult approved package lists, or pause before fetching packages from the default public registries. Therefore, each agent session is a potential unmonitored entry point into the organization's software supply chain.
This risk is amplified as frontier AI models further accelerate attackers' ability to discover and exploit vulnerabilities. The window between disclosure and active exploitation has shrunk to mere hours, making comprehensive visibility into every software component entering the organization the only reliable way to answer, "are we exposed?" before attackers already know the answer.
Gartner recognized these increasing stakes – citing software supply chains as one of “four critical and unpredictable threats where attackers hold a significant advantage to successfully exploit weaknesses in targeted organizations.” The coverage gap is real – not just theoretical – and it’s structural. AI coding agents, autonomous build tools, and non-engineering employees using AI-powered applications often download dependencies directly from public registries, bypassing every pipeline-level control and leaving no audit trail.
Reroute, Don't Block: How JFrog Closes the Governance Gap
The JFrog Software Supply Chain Platform helps stop malicious and unwanted packages at the network layer and creates a complete, auditable record of every package entering the organization across companies using Zscaler, Cloudflare, and Netskope simultaneously. Rather than simply blocking out-of-policy requests, JFrog Traffic Controller transparently reroutes outbound package downloads through JFrog Artifactory, where JFrog Curation inspects each package against the configured security, license, and quality policies before it enters the organization. Compliant packages are delivered without interruption while malicious ones are stopped and, when available, a safe approved version is served automatically.
“By partnering with Cloudflare, Netskope and Zscaler, our Traffic Controller works natively with the security infrastructure our customers already use,” said Gal Marder, Chief Strategy Officer, JFrog. “We're making it possible for the entire software security ecosystem to enforce the same standard with zero friction: every package needs to be curated before first use, every transaction on record, no exceptions. That is how the industry builds a supply chain it can actually trust."
When the Pipeline Is Secure, but the Perimeter Is Not
Adyen, a global financial technology platform enabling businesses to accept, process, and settle payments across online, mobile, and in-store channels, consolidated their software supply chain on the JFrog Platform to help scale their enterprise-wide DevSecOps practices. Adyen uses JFrog Curation as a real-time firewall to block malicious open-source packages from entering their software pipelines. This allows developers to safely pull software components without introducing vulnerabilities, while experiencing zero disruption to their workflow.
“JFrog Curation provides a firewall for open-source packages. You instill policies that defend the organization, but the goal isn't to say ‘no’,” said Supun Vidana Pathiranage, DevSecOps Specialist, at Adyen. “It's about how we can help developers continue their work without disrupting their workflow. We enable development; we don't block it."
Initial Gateway Security Solutions Supported
The JFrog Traffic Controller solution is available immediately through JFrog Curation, supporting:
Zscaler Internet Access™ (ZIA™): Identifies and curates the supply chain software package traffic through JFrog.Cloudflare Gateway: Can be configured to TLS-inspect public registry traffic and apply firewall policies to redirect package requests to JFrog Artifactory.Netskope One SSE: Applies real-time protection policies to redirect package manager traffic through JFrog, with browser passthrough to preserve the developer experience.At the heart of the JFrog Platform, Artifactory serves as the system of record for the software supply chain – storing, managing, and governing the binaries and packages that organizations rely on. When combined with JFrog Curation, the JFrog Platform creates a single source of truth – protected by policy-driven controls – that prevents malicious, risky, or unwanted packages from entering the software supply chain. JFrog Traffic Controller extends this protection to the network edge while preserving customer choice. Traffic Controller is designed as a universal enforcement layer that integrates with leading SASE providers, allowing customers to choose their preferred solution.
“Bringing JFrog's package intelligence into Netskope's real-time protection policies gives joint customers a contextual, policy-driven answer to every package download, facilitating the user and agent build flow rather than a legacy solution which could only block access,” said David Willis, Vice President, Technology Alliances, Netskope.
Support for additional SASE partners is expected to follow. Interested parties can learn more at https://jfrog.com/curation/package-traffic-controller/, read this blog, view this demo, or register for JFrog swampUP 2026 at The Glasshouse in New York, September 1-3, 2026. Register here. Organizations interested in evaluating JFrog Curation and JFrog Traffic Controller can request a demo at jfrog.com/curation.
Like this Story? Share this on X: Your pipeline is locked down. But what about the #AI agent that just pulled a malicious #npm package from outside it? @JFrog + @Zscaler + @Cloudflare + @Netskope just closed that gap with the new JFrog Traffic Controller - stopping malicious #opensource packages at the network edge before they ever touch your pipeline. The perimeter just became part of the pipeline. #SoftwareSupplyChain #DevSecOps #OpenSourceSecurity #security #DevGovOps
About JFrog
JFrog Ltd. (Nasdaq: FROG), the creators of the unified DevOps, DevSecOps and MLOps platform, is on a mission to create a world of software delivered without friction from developer to production. Driven by a "Liquid Software" vision, the JFrog Software Supply Chain Platform is a single system of record that powers organizations to build, manage, and distribute software quickly and securely that is available, traceable, and tamper-proof. Integrated security features also help identify, protect, and remediate against threats and vulnerabilities. JFrog's hybrid, universal, multi-cloud platform is available as both SaaS services across major cloud service providers and self-hosted. Millions of users and 7K+ customers worldwide, including a majority of the Fortune 100, depend on JFrog solutions to securely embrace digital transformation in the AI era.
About JFrog swampUP 2026
JFrog’s annual swampUP event is the premier conference for teams building trusted software in the AI era. Bringing together software developers, security professionals, IT and DevOps leaders, MLOps engineers, and community innovators, swampUP confronts the central challenge of modern software delivery: building, securing, and governing trusted software alongside the AI models and autonomous agents that now ship with it at enterprise scale. Designed to help organizations master the AI surge with "Trusted Intelligence," the 2026 global JFrog swampUP tour features events in New York City (September 1-3 at The Glasshouse) and Barcelona (October 20-22 at The InterContinental). Attendees will experience visionary keynotes, hands-on technical training, and immersive breakout sessions empowering them to engineer trust into their agentic software supply chains without sacrificing speed. Learn more and register at https://swampup.jfrog.com/.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260827530047/en/
Spoluzakladatel a CTO JFrog Yoav Landman prodal 45 000 akcií za zhruba 4,1 milionu USD v rámci předem daného plánu 10b5-1. Po transakci mu zůstává přímo 5 448 338 akcií.
Co-founder and Chief Technology Officer Yoav Landman sold 45,000 ordinary shares of JFrog Ltd. (FROG -1.59%) on August 13, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value~$4.1 millionShares sold (direct)45,000Post-transaction shares (directly held)5,448,338Post-transaction value$518.41 millionTransaction value based on SEC Form 4 weighted average sale price ($90.86); post-transaction value based on August 13, 2026 market close ($95.15).
Key questionsWhat was the underlying driver of this disposition?
The transaction was executed under a Rule 10b5-1 trading plan established on September 1, 2025, which allows insiders to set up a predetermined schedule for selling shares to avoid concerns about trading on non-public information.How significant is the remaining equity position?
Yoav Landman continues to hold ~5.4 million shares directly, and the insider also holds derivative securities. The current transaction represents a minor adjustment to the total position, impacting less than 1% of the insider's direct holdings.What is the company's recent financial and market performance?
As of the August 13, 2026 transaction date, the stock had achieved a 127% one-year return. The company reported trailing twelve-month revenue of $600.0 million and a net loss of -$44.1 million.Company OverviewMetricValueShare Price (as of market close 2026-08-14)$96.17Market Capitalization$11.6 billionRevenue (TTM)$600.0 millionNet Income (TTM)-$44.1 millionCompany SnapshotJFrog delivers a comprehensive DevOps platform featuring JFrog Artifactory, a flexible package repository for storing and managing software packages at scale, alongside JFrog Pipelines, a robust continuous integration and continuous delivery (CI/CD) engine that enables organizations to automate and optimize their software development workflows.The company operates on a subscription-based SaaS model, generating revenue through tiered licensing of its DevOps platform solutions, with customers paying based on usage levels, deployment scale, and feature access across its integrated suite of development and delivery tools.JFrog serves a diverse customer base spanning technology companies, enterprises, and development teams across the United States and globally, targeting organizations of all sizes that require sophisticated software package management and continuous delivery capabilities to accelerate their development cycles.JFrog Ltd. is a market-leading DevOps platform provider with approximately 1,800 employees and a market cap of $11.6 billion, demonstrating significant investor confidence in the software development automation market. The company has achieved substantial revenue scale of $600 million on a trailing 12-month basis while maintaining a strategic focus on expanding its integrated platform capabilities and market penetration within the enterprise DevOps segment.
JFrog's competitive advantage derives from its comprehensive, unified platform approach that consolidates critical DevOps functions -- package management, CI/CD automation, and delivery orchestration -- reducing complexity and integration costs for enterprise customers.
What this transaction means for investorsJFrog co-founder and CTO Yoav Landman's Aug. 13 sale of 45,000 company shares for $90.86 came after the stock had skyrocketed to a 52-week high of $99.22 in July. Even so, his disposition was a non-discretionary transaction conducted under a Rule 10b5-1 trading plan.
This, combined with Landman's massive remaining stake of 5.4 million directly held shares, which ensures his continued alignment with shareholder interests, suggests the sale is not a cause for investor concern.
JFrog shares experienced a dramatic reversal from a 52-week low of $34.05 reached in February thanks to outstanding business performance. The stock had fallen on fears the software-as-a-service sector would be hurt by the rise of artificial intelligence.
Instead, JFrog delivered 29% year-over-year revenue growth to $163.8 million in the second quarter, validating that its business remains robust. The company expects Q3 sales to rise between $164 million and $166 million, representing solid growth from the prior year's $136.9 million.
JFrog Stock Gets Punished for Solid Results: Buy the DipJFrog NASDAQ: FROG said its latest quarterly results reflected continued growth in cloud usage, security adoption and enterprise spending, with management highlighting the company’s role in handling the growing volume of software artifacts generated by artificial intelligence-driven development.
At the Canaccord Genuity Growth Conference, Chief Financial Officer Ed Grabscheid said JFrog delivered 29% top-line growth during the quarter, while cloud revenue rose 53%. He attributed the performance to security demand, customers exceeding minimum cloud commitments and expansions into higher annual commitments.
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JFrog leaps on EPS beat and raised guidance“Security continues to be a significant growth driver for the company,” Grabscheid said, adding that the company also saw strong cloud-product usage across its portfolio. He said the company had expected the operational trends, though investors and analysts may have been more surprised by the strength of the results.
AI Development Drives More Artifacts
Management repeatedly pointed to the effect of AI coding tools and agents on software development volumes. Grabscheid said organizations are increasingly operating as “software factories” that move at the speed of machines, resulting in more code creation and, consequently, more binaries and other artifacts.
2 Tech stocks getting bullish upgrades ahead of Q1JFrog views its Artifactory product as a system of record not only for software binaries but also for large language models, model context protocol, or MCP, connections and agent skills registries, according to Vice President of Investor Relations Jeff Schreiner.
Schreiner said customers have begun looking to host agent skills and MCP connections in Artifactory. He also noted that AI models can create different storage dynamics because earlier model versions may need to be retained rather than deleted.
“The models are becoming first-class binaries because they’re, in fact, the largest form of a binary,” Schreiner said.
The company has introduced integrations with Claude Code and Cursor, which Schreiner said are intended to let customers integrate JFrog’s tools with their preferred coding agents. Through native integrations, customers can use JFrog Curation to scan packages that agents may pull during software builds, including packages from repositories such as PyPI, Go and npm.
Cloud Consumption and Commitments
Grabscheid said cloud usage trends have changed materially over the past three quarters, with customers consuming above their minimum commitments. He said the elevated usage level seen in the first quarter remained consistent in the second quarter and extended broadly across the product portfolio.
According to Grabscheid, reduced friction between developers and budget holders, along with shifting technology budgets to support AI spending, has helped support consumption. JFrog’s model allows customers to use more than their contracted minimums at an overage rate, which the company recognizes as revenue.
Management said its sales team is working to convert elevated usage into higher annual commitments, but does not intend to force customers to make such changes before their budgeting and renewal processes support them. Grabscheid said JFrog expects customers to recommit at higher levels as organizations plan for 2027, potentially improving revenue durability and predictability.
Security Adoption Gains Momentum
Security has shifted from an attached product to a leading component of JFrog’s customer discussions, executives said. Grabscheid said security was included in 80% of the company’s $1 million customer cohort wins during the quarter, while 40% of new customers landed with security.
He said buyer conversations increasingly begin with security rather than Artifactory, as customers focus on protecting software supply chains. JFrog’s security offerings include Curation, which manages what packages or models are permitted to enter an organization, and Advanced Security, which is integrated with Artifactory.
Grabscheid said Curation is particularly important because it operates outside an organization’s firewall and can apply centralized policies to open-source packages and models. Schreiner said JFrog believes its native integration and scalability differentiate it from point-solution competitors.
Security contributed to 80% of the company’s $1 million cohort wins, management said.
Forty percent of new customers adopted security products.
Management said Curation is a primary asset in new security customer wins.
OpenAI Relationship and Profitability Approach
JFrog disclosed that OpenAI is a customer after previously being unable to identify the company publicly. Grabscheid said OpenAI used a self-hosted JFrog environment in connection with a reported sandbox incident involving Hugging Face and an Artifactory zero-day vulnerability. He said JFrog and OpenAI worked to remediate, patch and distribute an update.
Grabscheid said the episode highlighted a difference between self-hosted and cloud deployments: cloud customers receive updates immediately, while self-hosted customers may take days to apply remediation. He said the situation could help revive cloud-migration discussions as customers assess their AI deployment strategies.
Management also emphasized its effort to balance growth and profitability. The operator cited high-20% growth and a 33% free-cash-flow margin for the quarter. Grabscheid said JFrog’s philosophy has been to maintain a balance between growth and profitability, though the company would consider giving up a point of margin to accelerate growth.
On guidance, Grabscheid said JFrog has sought to account conservatively for variability from large enterprise deals and cloud usage above minimum commitments. He said the company’s cloud guidance represented a 34% to 42% range at the midpoint, while its net dollar retention rate floor was increased to 120%.
About JFrog (NASDAQ:FROG)JFrog is a software company specializing in DevOps solutions designed to streamline the management, distribution and security of software binaries. Its core offering, JFrog Artifactory, serves as a universal artifact repository manager compatible with all major package formats, enabling development teams to store, version and share build artifacts across the software delivery pipeline. The company's platform also includes tools for continuous integration and delivery (CI/CD), security scanning and release automation.
Among JFrog's flagship products are JFrog Xray, a security and compliance scanning service that analyzes artifacts and dependencies for vulnerabilities; JFrog Pipelines, a CI/CD orchestration engine that automates build and release workflows; and JFrog Distribution, which accelerates the secure distribution of software releases to edge nodes and end users.
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JFrog uvedl, že AI kódování zvyšuje objem binárních souborů a poptávku po jeho platformě pro správu a zabezpečení softwaru. Ve 2. čtvrtletí výnosy meziročně vzrostly o 29 % a cloudové výnosy o 53 %.
JFrog Stock Gets Punished for Solid Results: Buy the DipJFrog NASDAQ: FROG Chief Financial Officer Ed Grabscheid said artificial intelligence-driven software development is increasing the volume of binaries moving through software supply chains, creating demand for the company’s software management and security platform.
Speaking at KeyBanc’s Park City conference, Grabscheid described AI coding tools as making code creation less expensive and faster, while making binaries—the compiled software assets that move through the development and deployment process—the more important asset to manage and secure.
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JFrog leaps on EPS beat and raised guidance“Every organization is becoming this software factory and moving at the speed of machines,” Grabscheid said. “Code is becoming cheap, and the primary asset is the binary.”
He said the emergence of large language models, Model Context Protocol, and skills has added new categories of software assets. JFrog’s Artifactory product manages binaries across the software supply chain, and Grabscheid said machine-generated code is producing an “exponential” increase in the number of binaries customers need to handle.
Quarterly Growth Supported by Cloud, Security and Usage 2 Tech stocks getting bullish upgrades ahead of Q1Grabscheid said JFrog’s second-quarter results included 29% year-over-year total revenue growth and 53% cloud revenue growth. He identified three key drivers: adoption of security products, higher customer usage associated with the rising volume of binaries, and broader use of JFrog’s platform.
Security has become an increasingly important cross-sell opportunity, he said, as customers add products around Artifactory and increase their commitments to JFrog. The company’s Enterprise+ platform customer base grew 39% year over year and represented 59% of revenue, according to Grabscheid.
Usage above customers’ contracted minimum commitments also contributed to revenue, he said. Customers may choose to pay for overages while they assess how much capacity they will need in an AI-driven development environment rather than immediately committing to a larger contract.
Grabscheid said the model gives customers lower per-gigabyte pricing for minimum commitments while allowing flexibility to exceed those commitments. JFrog’s sales team is working to convert excess usage into longer-term commitments, though its incentives are tied to commitments rather than overage revenue, he said.
He pointed to JFrog’s updated cloud growth outlook as evidence that customer commitments are increasing. The company had previously guided for 34% cloud growth at the midpoint and later raised that outlook to 42%, he said. JFrog does not separately quantify the revenue contribution from usage above minimum commitments.
Security Pipeline Gains Attention After Supply-Chain Incidents Grabscheid said software supply-chain attacks are raising awareness of JFrog’s security offerings, particularly JFrog Curation, which is designed to help organizations control what software packages enter their environments.
He cited the Shai-Hulud open-source security incidents as contributing to increased pipeline since the first event in September 2025. Curation has become a larger part of the company’s security sales mix, he said, after previously accounting for roughly half of security activity.
“Developers and machines want to move quickly,” Grabscheid said. “There is a hesitancy, particularly from the CISO, around what you bring into the organization, and Curation fills the need.”
He said 40% of JFrog’s new customer wins in the quarter included security products. The company sees Curation as easier to sell because it does not require displacement of an existing product, while JFrog Advanced Security generally involves replacing point solutions and can carry longer sales cycles.
According to Grabscheid, large security incidents can accelerate buying decisions because enterprises may access what he described as an “incident budget” to address immediate risks. He said JFrog recorded security-related customer activity in the fourth quarter, first quarter and second quarter following such events.
AI Customers and Hybrid Deployments Grabscheid also discussed JFrog’s growing presence among AI foundation-model labs. He said the company now serves four of the top five foundational labs, though he did not name the full group. He said the customer base provides a blueprint for JFrog in a newer market category beyond its traditional presence in industries including automotive and financial services.
One recent AI customer win involved a competitive displacement and a hybrid deployment, according to Grabscheid. He said some foundation-model companies initially adopted self-hosted deployments because they operate their own data centers and seek control over their environments. The new customer, however, placed its core deployment in the cloud while extending operations to self-hosted environments at the edge.
Grabscheid said JFrog’s ability to support both cloud and self-hosted environments differentiates it from vendors that focus on only one deployment model.
He also addressed an OpenAI Hugging Face-related incident, saying JFrog responded quickly and transparently and worked with the customer on remediation and patches. Cloud customers were immediately covered, he said, while self-hosted customers need to download updates to receive patches for a vulnerability. Grabscheid said the event also highlighted a potential opportunity to move more customers toward cloud and SaaS deployments.
Managing Internal AI Costs While AI tools have improved engineering productivity, Grabscheid said their costs have become a distinct budget line for JFrog. The company has shifted from tools such as Copilot and Cursor toward Claude in some cases, he said, adding that both productivity gains and spending have risen substantially.
JFrog has managed the increased spending by reviewing planned research-and-development hiring and using discretionary budgets, while continuing to invest in innovation, Grabscheid said. He said the company is also evaluating model routing, caps on spending for certain organizations, and other methods to optimize AI-related expenditures.
JFrog introduced Boost, a community-focused offering aimed at helping users optimize AI tool usage. Grabscheid said the offering is not being released primarily for monetization because the AI market is changing rapidly. Initially focused on reducing the number of lines generated, Boost has evolved toward directing workloads to appropriate models and supporting orchestration, he said.
About JFrog (NASDAQ:FROG)JFrog is a software company specializing in DevOps solutions designed to streamline the management, distribution and security of software binaries. Its core offering, JFrog Artifactory, serves as a universal artifact repository manager compatible with all major package formats, enabling development teams to store, version and share build artifacts across the software delivery pipeline. The company's platform also includes tools for continuous integration and delivery (CI/CD), security scanning and release automation.
Among JFrog's flagship products are JFrog Xray, a security and compliance scanning service that analyzes artifacts and dependencies for vulnerabilities; JFrog Pipelines, a CI/CD orchestration engine that automates build and release workflows; and JFrog Distribution, which accelerates the secure distribution of software releases to edge nodes and end users.
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Assenagon Asset Management S.A. lowered its position in shares of JFrog Ltd. (NASDAQ:FROG – Free Report) by 42.6% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 338,252 shares of the company’s stock after selling 250,638 shares during the quarter. Assenagon Asset Management S.A. owned about 0.28% of JFrog worth $30,740,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds have also recently bought and sold shares of FROG. Avior Wealth Management LLC purchased a new position in JFrog in the second quarter valued at approximately $289,000. Moody National Bank Trust Division purchased a new stake in JFrog during the second quarter worth approximately $822,000. Lavelle Capital LP purchased a new stake in JFrog during the first quarter worth approximately $1,046,000. Alpine Woods Capital Investors LLC acquired a new stake in shares of JFrog in the first quarter worth $294,000. Finally, Western Wealth Management LLC acquired a new stake in shares of JFrog in the first quarter worth $30,000. Institutional investors and hedge funds own 85.02% of the company’s stock.
JFrog Trading Up 7.8% NASDAQ FROG opened at $89.52 on Friday. The company’s fifty day simple moving average is $85.16 and its 200-day simple moving average is $63.11. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $99.22. The stock has a market cap of $10.84 billion, a P/E ratio of -241.94 and a beta of 1.22.
JFrog (NASDAQ:FROG – Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.24 by $0.03. The business had revenue of $163.77 million during the quarter, compared to the consensus estimate of $155.63 million. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.76%. The business’s quarterly revenue was up 28.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.18 earnings per share. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. On average, research analysts expect that JFrog Ltd. will post -0.15 EPS for the current fiscal year.
Insiders Place Their Bets In other news, Director Frederic Simon sold 120,000 shares of JFrog stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $85.84, for a total transaction of $10,300,800.00. Following the sale, the director directly owned 3,224,328 shares of the company’s stock, valued at approximately $276,776,315.52. The trade was a 3.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 150,000 shares of JFrog stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $89.99, for a total value of $13,498,500.00. Following the sale, the chief technology officer directly owned 5,539,038 shares in the company, valued at approximately $498,458,029.62. The trade was a 2.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 938,649 shares of company stock worth $76,347,827 in the last quarter. 11.80% of the stock is owned by corporate insiders.
Key Headlines Impacting JFrog Here are the key news stories impacting JFrog this week:
Positive Sentiment: Q2 results beat expectations. JFrog reported adjusted earnings of $0.27 per share versus the $0.24 consensus estimate, while revenue rose 28.7% year over year to $163.8 million, above both analyst expectations and the company’s prior guidance. JFrog Q2 Earnings Beat Estimates on Cloud and Security Growth Positive Sentiment: Cloud and security momentum strengthened. Cloud revenue jumped 53% to approximately $87.5 million, representing 53% of total revenue. JFrog also reported 97 customers with more than $1 million in annual recurring revenue and 121% net dollar retention, supporting the company’s expansion and recurring-revenue outlook. JFrog stock jumps as Q2 results top guidance and full-year outlook moves higher Positive Sentiment: JFrog raised its outlook. Fiscal 2026 revenue guidance increased to $648 million-$652 million from $628 million-$632 million, while adjusted EPS guidance rose to $0.96-$1.00. Third-quarter guidance of $164 million-$166 million in revenue and $0.22-$0.24 in EPS also exceeds consensus estimates. JFrog forecasts 2026 revenue amid cloud growth outlook Positive Sentiment: Analysts raised targets following the report. Benchmark raised its target to $120 and JPMorgan, Oppenheimer, and BTIG lifted theirs to $115. Truist increased its target to $110, while Piper Sandler raised its target to $90 but retained a neutral rating. Analyst price-target updates Neutral Sentiment: Software stocks broadly moved higher as solid earnings reduced concerns about artificial-intelligence disruption, providing a favorable sector backdrop for FROG. Stocks that explain today’s market Negative Sentiment: Recent insider-trading data shows company insiders recorded numerous open-market sales and no purchases over the past six months. This may temper enthusiasm, although the selling can also reflect scheduled transactions or equity compensation. Analyst Upgrades and Downgrades A number of brokerages have recently commented on FROG. Piper Sandler raised their target price on shares of JFrog from $65.00 to $90.00 and gave the company a “neutral” rating in a research note on Friday. Canaccord Genuity Group set a $105.00 price target on shares of JFrog in a research report on Friday. Needham & Company LLC increased their price target on JFrog from $80.00 to $115.00 and gave the company a “buy” rating in a report on Friday. TD Cowen raised their price objective on JFrog from $100.00 to $120.00 and gave the company a “buy” rating in a research report on Friday. Finally, Cantor Fitzgerald boosted their price objective on JFrog from $80.00 to $100.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Twenty-one equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, JFrog currently has a consensus rating of “Moderate Buy” and a consensus target price of $105.81.
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JFrog Profile (Free Report)
JFrog is a software company specializing in DevOps solutions designed to streamline the management, distribution and security of software binaries. Its core offering, JFrog Artifactory, serves as a universal artifact repository manager compatible with all major package formats, enabling development teams to store, version and share build artifacts across the software delivery pipeline. The company’s platform also includes tools for continuous integration and delivery (CI/CD), security scanning and release automation.
Among JFrog’s flagship products are JFrog Xray, a security and compliance scanning service that analyzes artifacts and dependencies for vulnerabilities; JFrog Pipelines, a CI/CD orchestration engine that automates build and release workflows; and JFrog Distribution, which accelerates the secure distribution of software releases to edge nodes and end users.
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JFrog ve 2. čtvrtletí vykázal zisk 0,27 USD na akcii a tržby 163,77 milionu USD, čímž překonal odhady Wall Street. Zisk na akcii byl meziročně vyšší než 0,18 USD.
JFrog Ltd. (FROG - Free Report) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +12.50%. A quarter ago, it was expected that this company would post earnings of $0.22 per share when it actually produced earnings of $0.27, delivering a surprise of +22.73%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
JFrog, which belongs to the Zacks Internet - Software industry, posted revenues of $163.77 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.36%. This compares to year-ago revenues of $127.22 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
JFrog shares have added about 35.3% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for JFrog?While JFrog has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for JFrog was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.22 on $158.61 million in revenues for the coming quarter and $0.96 on $631.13 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Quantum Computing Inc. (QUBT - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This company is expected to post quarterly loss of $0.05 per share in its upcoming report, which represents a year-over-year change of +16.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Quantum Computing Inc.'s revenues are expected to be $4.7 million, up 7733.3% from the year-ago quarter.
JFrog rozšiřuje působení v kanadském veřejném sektoru díky partnerství s DCI, které má automatizovat tvorbu SBOM a posílit bezpečnost softwarového řetězce. V 1. čtvrtletí tržby meziročně vzrostly o 26 % na 154 mil. USD.
Key Takeaways JFrog and DCI will bring automated SBOMs and stronger supply chain security to Canadian agencies. AI demand is lifting Artifactory, Xray, Curation and Advanced Security across enterprise workflows. First-quarter revenues rose 26% to $154M year over year, while $1M-plus ARR customers climbed 48% to 80. JFrog (FROG - Free Report) is expanding its presence in the Canadian public sector through a partnership with Digital Commerce Intelligence (DCI), strengthening its software supply chain security and compliance capabilities.
Under the collaboration, DCI will integrate JFrog's Software Supply Chain Platform into its government-focused offerings, enabling Canadian federal, provincial and municipal organizations to automate software bill of materials (SBOM) generation, improve software transparency and comply with evolving cybersecurity standards. The partnership is designed to help public sector agencies secure software development while responding more efficiently to increasingly stringent software transparency requirements.
The collaboration expands JFrog's public sector presence as software supply chain security becomes increasingly important amid rising cyber threats and evolving regulations. Integrating JFrog's DevSecOps platform with DCI's government expertise is expected to simplify compliance, enhance software governance and strengthen cyber resilience across Canadian public institutions. The partnership also supports JFrog's strategy of broadening platform adoption through ecosystem collaborations.
JFrog Benefits From AI-Driven Software Supply Chain SecurityJFrog shares have surged 47.3% year to date, significantly outperforming the broader Zacks Computer and Technology sector's 16.9% return. The rally reflects investors' confidence in JFrog's artificial intelligence (AI)-driven cloud growth, expanding software supply chain security business, and growing enterprise adoption.
The DCI partnership supports JFrog's broader strategy of becoming the trusted software supply chain platform for enterprises and government agencies. As AI coding assistants and open-source software accelerate application development, organizations increasingly need a unified platform to secure, govern and manage software throughout its lifecycle.
JFrog's platform serves as a centralized system of record for software artifacts, binaries, and AI assets across DevOps, DevSecOps and MLOps workflows. Management noted that AI is creating an "AI-fueled tsunami of binaries," driving demand for JFrog Artifactory as well as security solutions such as Curation, Xray and Advanced Security, which help prevent malicious software packages from entering production while providing continuous governance and policy enforcement.
Further expanding its portfolio, on June 2026, JFrog partnered with Anthropic to bring enterprise-grade software supply chain governance and security to Claude Code, enabling developers and AI coding agents to securely access trusted software packages, AI artifacts and governance controls directly from the JFrog Platform. Together, these initiatives strengthen JFrog's position as the trust layer for enterprise AI software development.
JFrog's expanding DevSecOps platform is translating into strong business momentum. First-quarter 2026 revenues grew 26% year over year to $154 million, while customers with more than $1 million in annual recurring revenues increased 48% to 80, reflecting rising demand for software supply chain security solutions.
JFrog Offers Strong Q2 2026 OutlookJFrog's expanding software supply chain platform, accelerating AI adoption, and growing cloud business are expected to support long-term revenue growth.
For the second quarter of 2026, JFrog expects revenues to be between $154 million and $156 million.
The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $155.43 million, indicating continued year-over-year growth of 22.18%.
The consensus mark for second-quarter 2026 earnings is pegged at 24 cents per share, unchanged over the past 30 days. The figure implies a year-over-year increase of 33.33%.
JFrog's Zacks Rank & Stocks to ConsiderCurrently, JFrog carries a Zacks Rank #3 (Hold).
Digital Turbine (APPS - Free Report) , Dell Technologies (DELL - Free Report) and Analog Devices (ADI - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector. Digital Turbine, Dell Technologies and Analog Devices sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
APPS shares have rallied 99% in the year-to-date period. The long-term earnings growth rate for Digital Turbine is pegged at 18.98%.
DELL shares have surged 239.3% in the year-to-date period. The long-term earnings growth rate for Dell Technologies is pegged at 26.35%.
Shares of ADI have gained 42.3% in the year-to-date period. The long-term earnings growth rate for Analog Devices is pegged at 28.76%.
