FROG — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-05-08

• JFrog provides a foundational platform for managing and securing the software supply chain. The JFrog Platform enables organizations to unify software development, security, governance, and distribution across hybrid teams, including developers, security professionals, Artificial Intelligence/Machin…

• We generated revenue of $154.0 million and $122.4 million for the three months ended March 31, 2026 and 2025, respectively, representing 26% growth. We have continued to invest in our business and had a net loss of $8.3 million and $18.5 million for the three months ended March 31, 2026 and 2025, re…

• On October 7, 2023, Hamas militants and members of other terrorist organizations infiltrated Israel’s southern border from the Gaza Strip and conducted a series of terror attacks on civilian and military targets. Following the attack, Israel declared war against Hamas and commenced a military campai…

• and was joined by renewed Hezbollah attacks on Israel. On April 8, 2026, a temporary ceasefire agreement was reached, resulting in a cessation of military activities. However, the situation remains volatile, with the potential for renewed escalation involving Iran or other terrorist organizations.

• from 1,168 customers as of December 31, 2025. We had 80 customers with ARR of at least $1.0 million as of March 31, 2026, increasing from 74 customers as of December 31, 2025.

Text removed vs the prior filing · source: 10-Q · 2025-11-07

• JFrog provides a hybrid, universal, end-to-end software supply chain platform for delivering trusted, secure software updates from code to production. Our goal is to function as the single source of truth for an organization’s software footprint, bridging digital gaps between developers, security te…

• We generated revenue of $136.9 million and $109.1 million for the three months ended September 30, 2025 and 2024, respectively, representing 26% growth, and $386.5 million and $312.4 million for the nine months ended September 30, 2025 and 2024, respectively, representing 24% growth. We have continu…

• On October 7, 2023, Hamas militants and members of other terrorist organizations infiltrated Israel’s southern border from the Gaza Strip and conducted a series of terror attacks on civilian and military targets. Following the attack, Israel’s security cabinet declared war against Hamas and commence…

• Share-based compensation expenses increased for the three months ended September 30, 2025 compared to the three months ended September 30, 2024, primarily attributable to grants to new and existing employees.

• Income tax expense increased for the three months ended September 30, 2025 compared to the three months ended September 30, 2024 primarily due to a discrete tax benefit of $4.2 million recognized in Israel during the three months ended September 30, 2024, This benefit was attributable to the release…

Text added vs the prior filing · source: 10-Q · 2026-05-08

• As noted above, our total revenues for the three months ended March 31, 2026, and for the year ended December 31, 2025, grew by 26% and 24%, respectively, compared to the corresponding prior year periods. You should not rely on the results of any prior quarterly or annual period as an indication of …

• a failure by us to continue capitalizing on growth opportunities,

• the imposition of tariffs and other non-tariff trade barriers, and

• If our growth rate declines, investors’ perceptions of our business and the market price of our ordinary shares could be adversely affected.

• underlying performance of our business. Factors that may cause fluctuations in our quarterly financial results include, but not limited to:

Text removed vs the prior filing · source: 10-Q · 2025-11-07

• As noted above, our total revenues for the three and nine months ended September 30, 2025 grew by 26% and 24%, respectively, compared to the corresponding prior year periods. You should not rely on the results of any prior quarterly or annual period as an indication of our future performance. Even i…

• customer satisfaction with our products and platform capabilities and customer support;

• increases or decreases in the number of elements of our subscriptions or pricing changes upon any renewals of customer agreements;

• In order to provide value for our customers, we must offer products that allow our customers to compile software from source code repositories, manage the dependencies among components within software packages, move packages and machine learning models to a universal repository, ingest packages from…

• any new product introductions depends on a number of factors including, but not limited to, timely and successful product development, market acceptance, the quality of our product and the user experience, our ability to manage the risks associated with new product releases, the effective management…

Text added vs the prior filing · source: 10-Q · 2026-05-08

• During the three months ended March 31, 2026, the following “Rule 10b5-1 trading arrangements” as defined in Item 408 of Regulation S-K were adopted:

• On March 6, 2026, Mr. Eduard Grabscheid, our Chief Financial Officer, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 68,148 ordinary shares. The trading arrangement is intended to satisfy the affirmative defense in Rule 10b5-1(c) of the Ex…

Text removed vs the prior filing · source: 10-Q · 2025-11-07

• During the three months ended September 30, 2025, the following directors and officers, as defined in Rule 16a-1(f) of the Exchange Act, adopted or terminated a “Rule 10b5-1 trading arrangement” as defined in Item 408 of Regulation S-K, as follows:

• On August 28, 2025, Mr. Yoav Landman, our Chief Technical Officer and a member of our Board of Directors, terminated a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 1,735,000 ordinary shares. The

• plan was originally adopted effective August 23, 2024, and was terminated in an open trading window when Mr. Landman was not in possession of material, nonpublic information related to the Company.

• On September 1, 2025, Mr. Landman adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 1,555,000 ordinary shares. The trading arrangement is intended to satisfy the affirmative defense in Rule 10b5-1(c) of the Exchange Act. The trading arrangeme…

• On September 5, 2025, Ms. Tali Notman, our Chief Revenue Officer, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 151,343 ordinary shares. The trading arrangement is intended to satisfy the affirmative defense in Rule 10b5-1(c) of the Excha…