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Yahoo Finance AIPublished: May 8, 2026, 13:01 JST

JFrog reports Q1 2026 revenue of $154 million, up 26% year-over-year, with cloud revenue rising 50% to represent 51% of total revenue.

JFrog reports Q1 2026 revenue of $154 million, up 26% year-over-year, with cloud revenue rising 50% to represent 51% of total revenue.

3 Key Points

  1. JFrog's cloud revenue rose 50% year-over-year to $78.9 million in Q1 2026, crossing a milestone where cloud now represents 51% of total revenue versus 43% in the prior year. Self-managed revenue was $75.1 million, up 8% year-over-year.

  2. The company attributes acceleration in software volume flowing through its platform to AI-driven trends, with CEO Ben Haim describing the effect as 'a true AI-fueled tsunami of binaries.' JFrog introduced the MCP Registry (a centralized registry for MCP servers, which direct AI agents to trusted software components) and the Agent Skills Registry in Q1, and announced a collaboration with NVIDIA to integrate JFrog Artifactory as a registry within NVIDIA's Agent Toolkit.

  3. JFrog raised its 2026 cloud growth baseline to 33% to 35% and now expects a net dollar retention 'floor' of 118% for 2026. FY2026 revenue guidance is $628 million to $632 million (18.5% year-over-year growth at the midpoint), with non-GAAP EPS guidance of $0.93 to $0.97.

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