What happened. JFrog (Nasdaq: FROG) reported third-quarter 2026 results on Nov 5. Revenue was $179.2 million, up 31% year over year. Cloud revenue was $101.5 million, up 60%, and was 57% of total revenue versus 46% a year earlier. Non-GAAP diluted EPS was $0.32; GAAP diluted EPS was $0.05 (GAAP net income $6.6 million). Non-GAAP operating income was $40.7 million (22.7% margin). Free cash flow was $66.5 million. Remaining performance obligations were $812.4 million, up 60% year over year. Trailing four-quarter net dollar retention was 124%. Customers with ARR above $1 million rose to 112 (+58% YoY).
The guide. For Q4, JFrog expects revenue of $183 to $185 million and non-GAAP diluted EPS of $0.28 to $0.30. For full-year 2026 it guided revenue to $680 to $682 million and non-GAAP diluted EPS of $1.14 to $1.16.
Why this matters to an enterprise. JFrog is a software supply-chain system of record for artifacts, binaries and AI assets — the control plane many enterprises use to store, scan and ship what developers and AI agents produce. A 31% top-line print with cloud at 60% growth, NDR at 124% and a raised FY guide is a tape mover for the DevSecOps stack: buyers keep consolidating on platforms that govern every artifact, and FROG's after-hours jump (~23% on market coverage) is how the public market marked that bet tonight.