SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog delivers its 2026 Software Supply Chain Security State of the Union report, which details the hidden costs of AI at scale.

Key Takeaways: Anthropic's Project Glasswing, an industry-wide initiative built around the restricted-access Claude Mythos Preview model, is bringing frontier AI into vulnerability discovery at scale, with 12 launch partners and more than 40 additional organizations participating.

JFrog Ltd. (FROG) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Alex Sacerdote doesn't chase trends. He positions ahead of them, then waits for everyone else to catch up.

Budget carriers like Breeze, Allegiant and Frontier are swooping in on Spirit's former routes as well as circling its valuable takeoff and landing slots at bigger airports.

JFrog is outperforming peers, driven by clear AI tailwinds and robust usage-based growth. FROG's revenue rose 26% y/y in Q1, with net retention at 120% and pro forma margins above 21%. Valuation is stretched at 11.3x EV/FY26 revenue and 47.7x EV/FY26 FCF, with significant stock-based comp diluting cash flow quality.

The headline numbers for JFrog (FROG) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

JFrog Ltd. (FROG) Q1 2026 Earnings Call Transcript

JFrog Ltd. (FROG) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.2 per share a year ago.

JFrog raised its full-year outlook after first-quarter earnings and revenue topped Wall Street expectations, with the company saying AI coding agents are driving cloud demand.