JFrog Ltd (FROG) Form 10-Q — Aug 7, 2026
JFrog reported Q2 2026 revenue of $163.8 million, up 29% year over year, with the quarterly net loss narrowing sharply to $4.2 million from $21.7 million a year earlier. Gross margin improved to 78% from 76% on operating leverage. For the first half of 2026, revenue reached $317.7 million (up 27%), operating cash flow was $95.4 million, and free cash flow was $91.0 million, while SaaS grew to 53% of quarterly revenue and Enterprise Plus accounted for roughly 59%. Expansion metrics stayed strong: net dollar retention was 121%, customers with at least $100,000 ARR rose to 1,291, those with at least $1 million ARR rose to 97, and remaining performance obligations stood at $659.0 million.
Key figures
- Eps
- -$0.03 (Q2 2026); -$0.10 (six months)
- Revenue
- $163.8 million (Q2 2026); $317.7 million (six months)
- Net Income
- -$4.2 million (Q2 2026); -$12.4 million (six months)
- Revenue Yoy
- 29% (Q2); 27% (six months)
- Total Assets
- $1.489 billion
- Cash Position
- $824.5 million (cash, cash equivalents and short-term investments)
- Shares Outstanding
- 123301311
- Gross Margin Q2
- 78% (vs 76% year-ago)
- Buyback Remaining
- $298.0 million
- Saas Revenue Mix Q2
- 53% of total revenue (vs 45% year-ago)
- Accumulated Deficit
- $443.9 million
- Buyback Repurchased
- $2.0 million (47,727 shares)
- Customers Arr1m Plus
- 97
- Net Dollar Retention
- 121% as of June 30, 2026 (vs 118% year-ago)
- Prior Year Q2 Net Loss
- -$21.7 million
- Buyback Authorization
- $300.0 million
- Customers Arr100k Plus
- 1291
- Free Cash Flow Six Months
- $91.0 million
- Share Based Comp Six Months
- $79.2 million
- Enterprise Plus Revenue Mix
- approximately 59% of total revenue
- Operating Cash Flow Six Months
- $95.4 million
- Remaining Performance Obligations
- $659.0 million
Price after filing
Close on the filing date to close N calendar days later (from $84.52). Historical, not a forecast.
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