JFrog Raises 2026 Revenue Outlook as Q3 Revenue Grows 31% Year Over Year

JFrog Ltd. raised its fiscal 2026 revenue outlook after third-quarter revenue increased 31% year over year to $179.2 million, alongside a higher baseline cloud growth estimate.

The updated full-year revenue range is $680 million-$682 million, up from $648 million-$652 million issued Aug. 6. CFO Ed Grabscheid raised JFrog’s baseline cloud growth estimate to 52%-54% during the Nov. 5 earnings call.

JFrog’s cloud revenue guidance excludes contributions from usage above customers’ annual minimum commitments.

Revenue for the quarter ended Sept. 30 was $179.2 million. Cloud revenue was $101.5 million, up 60% year over year and equal to 57% of total revenue, compared with 46% a year earlier.

The company had 112 customers with annual recurring revenue above $1 million as of Sept. 30, up 58% year over year. Its software supply-chain platform manages, secures and governs software artifacts, binaries and AI assets.

For the fourth quarter, JFrog forecast revenue of $183 million-$185 million.