seekingalpha.com
JFrog: Re-Accelerating Growth Supports Further Upside
JFrog (FROG) is evolving into a mission-critical infrastructure platform, driving deeper enterprise adoption and expanding into governance, compliance, and AI. FROG's Q3 FY2025 revenue grew 26% to $137M, with cloud revenue up 50% and gross margin at 84%, highlighting accelerating operating leverage. The company targets a $40B+ core market, with adjacent opportunities in software security, release automation, and MLOps potentially adding $14B by 2030.
