Mission Statement, Vision, & Core Values of JFrog Ltd. (FROG)

You're looking at JFrog Ltd. (FROG) because you know a company's foundational beliefs-its Mission Statement, Vision, and Core Values-are the engine that drives its financial performance, especially when it's projecting fiscal year 2025 revenue between $523 million and $525 million. But how defintely does a mission to create a world of software delivered without friction translate into Q3 2025 cloud revenue growth of 50% year-over-year? We need to understand the principles that are converting a 'Liquid Software' vision into a 118% Net Dollar Retention rate, so let's unpack the core philosophy that's attracting 71 customers with over $1 million in Annual Recurring Revenue.

JFrog Ltd. (FROG) Overview

You need a clear picture of JFrog Ltd.'s momentum, and the takeaway is simple: the company is successfully pivoting its core DevOps platform into the high-growth DevSecOps and AI/MLOps markets, driving massive cloud revenue growth. They've become the essential 'system of record' for modern software supply chains, and the numbers from the latest reports prove it.

JFrog Ltd. was incorporated in 2008, starting its journey with the mission to revolutionize how software is created, updated, and consumed, ultimately aiming to power all software updates. This goal led to the creation of the JFrog Software Supply Chain Platform, which is an end-to-end, hybrid, universal DevOps platform. The core of the platform is JFrog Artifactory, a universal package repository that manages and stores software binaries, helping organizations automate their software release pipeline.

Their product portfolio has expanded to cover the entire software development lifecycle, from development to deployment, including security and distribution. Key products include JFrog Xray for security scanning, JFrog Pipelines for continuous integration/continuous delivery (CI/CD), and new offerings like JFrog AppTrust for Governance, Risk, and Compliance (GRC) and JFrog AI Catalog for securing AI model delivery. For the full Fiscal Year 2025, JFrog projects total revenue to be between $523 million and $525 million, a strong indicator of sustained demand for their solutions.

This company is defintely the backbone of a lot of enterprise software delivery.

Breaking Down Q3 2025 Financial Performance

The latest results underscore the success of their strategy to embed security and AI into their platform, translating directly into record-breaking revenue and margin expansion. For the third quarter ended September 30, 2025, JFrog reported total revenue of $136.9 million, marking a 26% increase year-over-year. This growth is high-quality, too, with Non-GAAP Gross Margin hitting an impressive 83.9% for the quarter, showing excellent operational discipline.

The real story, though, is in the cloud and enterprise adoption. Cloud revenue surged to $63.4 million in Q3 2025, representing a 50% year-over-year increase. This cloud momentum, which now accounts for 46% of total revenue, is fueled by increased usage of both conventional software packages and emerging AI software packages like Hugging Face models. The company is converting usage overages into higher Annual Recurring Revenue (ARR) commitments, which is a smart move.

• Cloud Revenue: $63.4 million (up 50% Y/Y).
• Customers with >$1M ARR: 71 (up 54% Y/Y).
• Customers with >$100K ARR: 1,121.
• Non-GAAP Operating Income: $25.6 million.

Here's the quick math: when you see the number of customers spending over $1 million annually jump by 54% to 71 in a year, you know the platform is driving mission-critical value for the biggest enterprises. Plus, the trailing four-quarter Net Dollar Retention rate held steady at 118%, meaning existing customers are consistently increasing their spend. If you want a deeper dive into the health of these metrics, you can find more in Breaking Down JFrog Ltd. (FROG) Financial Health: Key Insights for Investors.

JFrog's Leadership in the Software Supply Chain

In the world of software delivery, JFrog is no longer just a vendor; it's a foundational infrastructure player. It is recognized as a global leader in the DevOps market, a position solidified by its comprehensive platform that integrates DevOps, DevSecOps (Development Security Operations), and MLOps (Machine Learning Operations). CEO Shlomi Ben Haim articulated this perfectly, calling JFrog the 'system of record for how modern software is built, secured, and deployed.'

The company's focus on binary management-the actual software packages-gives them a unique and defensible position in the software supply chain. They are now extending this authority into the AI space, positioning themselves as a 'gold-standard model registry' for the secure delivery of AI models. This strategic expansion into AI and governance, exemplified by the new product releases, shows a trend-aware realism that maps near-term risks to clear opportunities. This is why the company is successful, and you should continue to track its progress closely.

JFrog Ltd. (FROG) Mission Statement

You're looking for the bedrock of a company's strategy, and for JFrog Ltd. (FROG), that starts with a mission that defines their entire market approach. The direct takeaway is this: JFrog is on a mission to power the world with liquid software, which means replacing the old, endless cycle of software updates with a single, seamless system.

Their mission statement is a clear directive: to create a world of software delivered without friction from developer to production. This isn't just about faster code; it's about making the entire process-from a developer's keyboard to a user's device-secure, traceable, and instantaneous. It's what guides their strategic investments, like the projected fiscal year 2025 revenue of between $523 million and $525 million, which is a defintely strong signal of market validation for their platform-centric vision.

Component 1: Delivering Software Without Friction

The first core component of the mission is eliminating friction, which translates directly to speed and efficiency for their customers. In the DevOps world, friction means delays, manual handoffs, and compatibility headaches. JFrog's platform, the single system of record, is designed to automate the software delivery process, making it continuous and universal. This is where the concept of 'Liquid Software' comes in-software that flows seamlessly.

This commitment shows up in their customer metrics. The Net Dollar Retention (NDR) rate, a key measure of existing customer spending, stood strong at 118% for the trailing four quarters ending Q3 2025. That tells you customers aren't just sticking around; they are buying more of the platform because it genuinely simplifies their operations and cuts out that friction. When a platform works, people use it more. It's that simple.

• Automate the entire software release lifecycle.
• Ensure universal compatibility across all tech stacks.
• Reduce deployment time from days to minutes.

For more on how this platform adoption drives financial performance, you should check out Exploring JFrog Ltd. (FROG) Investor Profile: Who's Buying and Why?

Component 2: Securing the Software Supply Chain

The second, and increasingly critical, component is security. In an era of non-stop cyber threats, delivering software faster can't come at the expense of safety. JFrog's mission explicitly prioritizes delivering secure applications, transforming the platform into a 'system of record' that ensures software is tamper-proof and traceable. This is DevSecOps (Development, Security, and Operations) in action.

The company's dedication to this is evident in their strategic investments and product releases. For the nine months ended September 30, 2025, JFrog's Research and Development (R&D) expenses climbed to $141.9 million, a significant jump from the prior year, much of which fuels security and governance innovation. They've recently released products like AppTrust for governance and AI Catalog for securing AI model delivery, directly addressing the new compliance imperative driven by regulations like the EU AI Act.

Here's the quick math: if you can identify and remediate vulnerabilities earlier, you save significant costs and avoid reputation damage. This focus is a major reason why the number of customers with greater than $1 million in Annual Recurring Revenue (ARR) grew to 71 in Q3 2025.

Component 3: Powering the World with Liquid Software (Innovation)

The final pillar is the overarching vision: 'Liquid Software.' This isn't corporate jargon; it's the long-term goal of continuous, instantaneous, and secure software flow, and it's driven by relentless innovation. This means constantly expanding the platform's capabilities to stay ahead of the curve, especially in emerging areas like AI and Machine Learning Operations (MLOps).

The shift to the cloud is a great example of this forward-looking innovation. Cloud revenue for the third quarter of 2025 was $63.4 million, representing 46% of total revenue and growing at a blistering 50% year-over-year. This massive growth shows their platform is successfully adapting to the modern, multi-cloud environment. They are not just managing code; they are unifying DevOps, DevSecOps, and MLOps into one platform, positioning themselves as a system of record for all software packages, including AI models. That's a powerful, future-proof vision.

JFrog Ltd. (FROG) Vision Statement

You need to see how the strategic vision of a company like JFrog Ltd. (FROG) maps to its financial execution, especially with the surge in AI and security concerns. The core takeaway is that JFrog's 'Liquid Software' vision is paying off, driving a massive 50% year-over-year jump in Cloud revenue in Q3 2025, which is a clear sign of market alignment.

The company's vision is not just a poster on the wall; it's a direct response to the market's need for speed and security in the software supply chain. They are positioning themselves as the single system of record for all software artifacts, from code to AI models. This is how you build a durable franchise.

The Liquid Software Vision: Continuous Flow and Trust

JFrog's vision is centered on creating a world of 'Liquid Software,' a concept that means software updates are seamless, secure, and immediate. Think of it like a continuous pipeline where code flows without friction from a developer's keyboard right into production, even to the edge devices. This vision directly addresses the slow, risky, and fragmented nature of traditional software delivery.

This strategic focus is validated by the numbers. The latest fiscal year 2025 outlook projects total revenue between $523 million and $525 million, representing roughly 22.3% year-over-year growth at the midpoint. That's a strong growth rate, but the real story is in the cloud. Cloud revenue hit $63.4 million in Q3 2025, a 50% increase year-over-year, now making up 46% of total revenue. That's defintely where the future margin is.

The vision extends beyond just DevOps (Development and Operations) now, pushing into DevSecOps (Security) and MLOps (Machine Learning Operations), which is smart. They're becoming the foundation for enterprise software supply chains in the era of AI. If you want to dive deeper into the financial health supporting this vision, you should check out Breaking Down JFrog Ltd. (FROG) Financial Health: Key Insights for Investors.

Mission: Fast and Fearless Software Updates to Any Edge

The mission statement is clear and actionable: 'To enable fast and fearless software updates from any developer to any edge.' This isn't just about speed; the word 'fearless' is the key differentiator, pointing directly at integrated security and governance.

The mission translates into a 'land and expand' business model, which is highly effective in enterprise software. They get a foot in the door with a core product like Artifactory (their universal repository) and then expand the customer's usage across their entire platform, adding security and distribution tools. This is how they grew their customers with Annual Recurring Revenue (ARR) greater than $1 million to 71 in Q3 2025, a 54% increase from the prior year.

• Enable developers to move fast.
• Make updates secure and traceable.
• Reach any deployment environment (the 'edge').

The mission is to be indispensable, making their platform the single source of truth for all binary artifacts. When a platform becomes mission-critical, like JFrog's is for many Fortune 100 companies, your net dollar retention rate stays high-theirs is currently 118% for the trailing four quarters.

Core Values: Innovation and Operational Excellence

While JFrog's explicit core values are often summarized as innovation, customer-centricity, and a commitment to excellence, you can see them reflected in their operational metrics and product strategy. They commit significant resources to R&D to stay ahead in a market that changes daily, especially with the rise of AI-driven development.

The commitment to excellence shows up in their gross margin. For Q3 2025, their non-GAAP Gross Margin was a very healthy 83.9%. That kind of margin tells you a couple of things: their software is highly valuable, and they run a very efficient operation. They are also projecting a full-year 2025 Non-GAAP Operating Income between $87.3 million and $88.3 million, showing they are balancing aggressive growth with a path to increasing profitability. This financial discipline is the bedrock of long-term value creation.

JFrog Ltd. (FROG) Core Values

You need to know what drives a company's execution, especially when they're guiding the software supply chain. JFrog Ltd. (FROG) isn't just about their platform; their core values, encapsulated in the JFrog Codex, are what translate their vision of Breaking Down JFrog Ltd. (FROG) Financial Health: Key Insights for Investors into real-world results. Their mission is clear: to enable fast and fearless software updates from any developer to any edge. That's a big promise, so let's look at the values that back it up, using the most recent 2025 data.

Honestly, a company's culture is its best defense against market volatility. JFrog's values are a blueprint for how they achieved a fiscal year 2025 revenue outlook of between $523 million and $525 million. That kind of growth doesn't happen by accident; it's a direct result of their cultural commitment.

Innovation isn't a buzzword here; it's a mandate to never settle for 'good enough,' which is one of the principles in their Codex. The market moves too fast for complacency, and JFrog's strategy is to be ahead of the curve, treating change as an opportunity. They are defintely focused on expanding the platform to cover new domains like MLOps (Machine Learning Operations) and DevGovOps (Governance and Compliance).

This commitment shows up in their product releases. In the third quarter of 2025 alone, they launched two major initiatives to address emerging enterprise needs:

• Released JFrog AppTrust for evidence-based software release governance.
• Introduced the JFrog AI Catalog for secure AI model delivery and management.

This aggressive product expansion is a key reason why their Cloud Revenue hit $63.4 million in Q3 2025, marking a massive 50% year-over-year growth. They're not just iterating; they're building the next-generation platform.

The core value here is simple: 'We care more, it's the source of our better-ness.' For a software company, that means solving the customer's hardest problems and supporting the wider developer ecosystem. You can see this commitment in their retention metrics and their outreach efforts.

The financial proof is in the stickiness of their platform. Their Net Dollar Retention rate for the trailing four quarters was a strong 118%, meaning existing customers are consistently spending more because the platform is solving more of their problems. Plus, the number of customers with Annual Recurring Revenue (ARR) greater than $1 million jumped to 71, a 54% increase year-over-year. That's not just happiness; that's deep, embedded trust.

Beyond the balance sheet, their community commitment is tangible:

• In 2024, they invested over $1 million in open-source projects and free services.
• Employees volunteered thousands of hours in 2024 for social and environmental causes.

They know that supporting the open-source community is a long-term investment in their own ecosystem. It's smart business, but it starts with a value of giving back.

The Codex explicitly links Integrity with 'Morality. Decency. Transparency.' In the world of software supply chain security, this value is paramount. You are trusting JFrog with the very foundation of your software delivery, so playing fair and being transparent about security and governance is non-negotiable.

Their focus on DevSecOps-embedding security into the development process-is a direct manifestation of this value. The release of products like JFrog AppTrust is all about providing customers with the evidence and visibility they need to ensure compliance and security. This is how they become the 'system of record' for modern software delivery, as their CEO stated in Q3 2025. When you're dealing with enterprise software, security is the ultimate measure of integrity.

The company's ability to deliver strong financial results-like the Q3 2025 Non-GAAP Operating Income of $25.6 million-while maintaining a culture focused on integrity and community is what makes them a leader. They are positioning themselves as the secure foundation for the next wave of enterprise software, especially with the rise of AI and MLOps.