JFrog (FROG) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and JFrog published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. JFrog reports EPS two ways: GAAP, under the accounting rules every US filer follows, and non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• The first two outlook lines are for Q4 2026 and the last two for fiscal 2026, in the order JFrog's release gives them.
• JFrog's cloud revenue ($101.5 million) is a subset of the subscription line and is not shown as a separate row.

Source: JFrog Q3 2026 results, November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How JFrog splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• JFrog's Subscription, self-managed and SaaS revenue was $172 million in Q3 2026, up 33% from $129 million in Q3 2025, 96% of total revenue.
• JFrog's License, self-managed revenue was $7.6 million in Q3 2026, down 6% from $8.0 million in Q3 2025, 4% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, JFrog said:

“Revenue between $183 million and $185 million”

“Non-GAAP net income per diluted share between $0.28 and $0.30, assuming approximately 131 million weighted average diluted shares outstanding”

“Revenue between $680 million and $682 million”

“Non-GAAP net income per diluted share between $1.14 and $1.16, assuming approximately 129 million weighted average diluted shares outstanding”

Source: JFrog Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the FROG forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP total subscription revenue and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for JFrog's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

JFrog sells its software supply chain platform, built around the Artifactory binary repository, by subscription, either as SaaS on the major public clouds or self-managed. In Q3 2026 subscription revenue from self-managed and SaaS was $171.6 million and self-managed license revenue $7.6 million, for total revenue of $179.2 million, up 31%. (JFrog Q3 2026 release, Nov 5, 2026; JFrog Form 10-Q, Q3 2026, Nov 6, 2026)

JFrog's cloud revenue rose 60% to $101.5 million and made up 57% of total revenue, against 46% a year earlier. The 10-Q says third-party hosting costs rose $5.3 million, mainly because of the increase in SaaS subscription revenue. (JFrog Q3 2026 release, Nov 5, 2026; JFrog Form 10-Q, Q3 2026, Nov 6, 2026)

JFrog's 10-Q attributes approximately $35.1 million of the $42.3 million rise in revenue to existing customers and the rest to new ones, and net dollar retention over the trailing four quarters was 124%, up from 118%. Customers adopting the Enterprise+ platform subscription accounted for 61% of revenue, up from 56%. (JFrog Form 10-Q, Q3 2026, Nov 6, 2026; JFrog Q3 2026 release, Nov 5, 2026)

By the shipping address of customers, the United States accounted for $106.9 million, or 60% of JFrog's Q3 2026 revenue, Israel $5.3 million and the rest of the world $66.9 million. Remaining performance obligations were $812.4 million at September 30, 2026, up 60% from a year earlier. (JFrog Form 10-Q, Q3 2026, Nov 6, 2026; JFrog Q3 2026 release, Nov 5, 2026)

JFrog reported GAAP net income of $6.6 million, or $0.05 per diluted share, in Q3 2026, after net losses in each of the four previous quarters; a year earlier it lost $16.4 million, or $0.14 a share. The GAAP operating loss narrowed to $1.8 million, and $8.1 million of interest and other income took the result above zero. (JFrog Q3 2026 release, Nov 5, 2026)

JFrog's non-GAAP EPS of $0.32 excludes share-based compensation of $41.8 million, acquisition-related costs of $1.4 million and $3.0 million of amortization of acquired intangibles, less $3.6 million of acquisition-related refundable research and development tax credits and $7.9 million of income tax effects. Non-GAAP net income was $41.2 million, against $27.5 million a year earlier. (JFrog Q3 2026 release, Nov 5, 2026)

Diluted weighted average shares were 129,461 thousand, against 122,839 thousand used for the year-ago non-GAAP figure. JFrog recorded an income tax benefit of $0.3 million in the quarter, against expense of $1.5 million a year earlier. (JFrog Q3 2026 release, Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

JFrog gives revenue, non-GAAP operating income and non-GAAP EPS ranges for the next quarter and the full year in each release. For Q4 2026 it guided revenue of $183 million to $185 million, non-GAAP operating income of $36.2 million to $38.2 million and non-GAAP EPS of $0.28 to $0.30 on about 131 million diluted shares. (JFrog Q3 2026 release, Nov 5, 2026)

For fiscal 2026 JFrog guided revenue of $680 million to $682 million, non-GAAP operating income of $142.5 million to $144.5 million and non-GAAP EPS of $1.14 to $1.16 on about 129 million diluted shares. Through nine months it has reported revenue of $496.9 million and non-GAAP EPS of $0.86. (JFrog Q3 2026 release, Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover JFrog, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones JFrog's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning FROG is on is FROG a buy or a sell?, what analysts expect next is on the FROG forecast, and what the company does is on the JFrog (FROG) stock page.

Every number on this page can be traced to a document JFrog published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.