JFrog accelerates to 26% growth, 120% retention; launches $300M buyback amid Iran conflict

Filed May 8, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 9, 2025 · ~1 min read

Key Changes

• high

  Revenue grew 26% to $154M with net loss cut 55% to $8.3M, demonstrating operating leverage. Net dollar retention improved from 116% to 120%, reversing prior decline and signaling strong product-market fit.

  MD&A: Financial Performance verify on EDGAR →
• high

  Board authorized $300M share repurchase program (10-15% of market cap) with no expiration, signaling management confidence in valuation and shift toward capital returns alongside growth investments.

  MD&A: Capital Allocation verify on EDGAR →
• high

  SaaS revenue jumped from 43% to 51% of total, an 8-point shift in one year. Enterprise Plus tier grew to 58% of revenue. Added 57 customers over $100K ARR (vs. 33 prior year) and 6 over $1M (vs. 2).

  MD&A: Revenue Mix & Customer Growth verify on EDGAR →