• JFrog Q1 2026 earnings call drew CEO and co-founder Shlomi Ben Haim, CFO Ed Grabscheid, head of investor relations Jeffrey Schreiner, analysts from Morgan Stanley, UBS, Needham, Truist, Guggenheim, Raymond James, KeyBanc, Canaccord, Baird, Stifel, William Blair, TD Cowen, Bank of America.
• Revenue totaled USD 154 million, up 26% year over year; cloud revenue rose 50% to USD 78.9 million, reaching 51% of total revenue for first time, driven by broad-based usage above minimum commitments tied to higher software output from AI coding agents.
• Full-year outlook lifted to USD 628 million-USD 632 million revenue; baseline cloud growth assumption raised to 33%-35%, with management keeping guidance tied to contracted commitments rather than overage usage.
• Security positioned as key growth driver as supply-chain attacks increase; management highlighted curation blocking malicious open-source packages at point of entry, with monetization based on seats rather than data consumption, while Xray and Advanced Security secure artifacts once stored in Artifactory.
• Product expansion into AI-era governance highlighted by GA-ready MCP Registry and Skills Registry, including collaboration with NVIDIA to use Artifactory as registry for AI models and agent skills in NVIDIA AI-Q Blueprint.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. JFrog Ltd. published the original content used to generate this news brief on May 12, 2026, and is solely responsible for the information contained therein.