Earnings
Home›Earnings›Results›JFrog AI-fueled momentum lifts Q2 performance and guid…
JFrog AI-fueled momentum lifts Q2 performance and guidance outlook
The company reported $163.8 million in net revenue, up 28.8% year over year, with cloud revenue rising 53% to account for 53% of net revenue.
JFrog positioned itself as a mission-critical part of AI infrastructure through software used to secure DevOps workflows, and the company’s Q2 results drew sharp attention from analysts focused on cloud momentum and AI-related demand for digital artifact repositories.
According to MarketBeat Ratings, JFrog posted $163.8 million in net revenue, an increase of 28.8% year over year, and cloud revenue grew 53% to represent 53% of net revenue. The outlet also cited that JFrog outperformed the consensus estimate by roughly 500 basis points on cloud-based demand.
The results were paired with subscription growth, which rose more than 28%. Large client subscriptions increased 59%, and clients contributing over $100,000 in trailing 12-month annual recurring revenue grew 20%, while end-to-end system share gains added 400 basis points as a percentage of revenue.
MarketBeat Ratings further pointed to improving retention and remaining performance commitments, saying net retention reached 121%, up 300 basis points from the prior period, and remaining performance obligation increased 38%. The outlet attributed the stock reaction to that momentum, along with expectations that AI and agentic coding continue to expand the volume of digital artifacts and the need for secure pre-screening and traceability.