Jfrog vs Rimini Street: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Jfrog Ltd (FROG)

Q3 202622 Jun – 27 Aug 2026

▲3

JFrog's AI-era cloud and security demand drives raised guidance and new product push

Q2 beat and raised full-year guidance JFrog reported Q2 revenue up 29% to $163.8 million and adjusted EPS up 50% to $0.27, both above estimates. Cloud revenue jumped 53% and now makes up 53% of total revenue. Management raised full-year revenue guidance to about $650 million, up from $630 million. The stock jumped as much as 15.9% on the news.
This is the core new financial event that directly lifted the stock and reset growth expectations.
AI-driven cloud and security demand fuels guidance raise JFrog said accelerating demand for its cloud and security offerings amid AI-driven software development drove the raised outlook. Customers spending over $1 million in annual recurring revenue surged 59%. The company is positioning itself at the center of securing AI-era software supply chains, with its swampUP 2026 conference featuring AI and security leaders from Anthropic, Microsoft, and NVIDIA.
It explains the demand driver behind the guidance raise and shows the AI connection that matters for future growth.
New Traffic Controller product with Zscaler, Cloudflare, Netskope JFrog launched Traffic Controller, a network-edge security solution integrated with Zscaler, Cloudflare, and Netskope. It routes package downloads through JFrog Artifactory and inspects them for security, license, and quality issues, blocking malicious packages. This comes as malicious packages surged 451% year over year, yet only 40% of organizations can detect them. The product expands JFrog's security reach and partner ecosystem.
It is a new product that opens a larger security market and strengthens JFrog's competitive position.
AI fears still weigh on software stocks Earlier in the period, JFrog and other software names fell as investors worried AI agents could erode traditional subscription models. That fear hit the whole sector after Accenture cut its outlook. But JFrog later overcame those concerns, with cloud revenue rising 50% year over year as customers used AI coding agents, and Wasatch highlighted JFrog as a top contributor, citing defensible moats.
It is the main counterweight: AI disruption fear remains a real risk even as JFrog's results show AI is currently helping demand.

July 202622 Jun – 27 Aug 2026

▲3

JFrog's AI-era cloud and security demand drives raised guidance and new product push

Q2 beat and raised full-year guidance JFrog reported Q2 revenue up 29% to $163.8 million and adjusted EPS up 50% to $0.27, both above estimates. Cloud revenue jumped 53% and now makes up 53% of total revenue. Management raised full-year revenue guidance to about $650 million, up from $630 million. The stock jumped as much as 15.9% on the news.
This is the core new financial event that directly lifted the stock and reset growth expectations.
AI-driven cloud and security demand fuels guidance raise JFrog said accelerating demand for its cloud and security offerings amid AI-driven software development drove the raised outlook. Customers spending over $1 million in annual recurring revenue surged 59%. The company is positioning itself at the center of securing AI-era software supply chains, with its swampUP 2026 conference featuring AI and security leaders from Anthropic, Microsoft, and NVIDIA.
It explains the demand driver behind the guidance raise and shows the AI connection that matters for future growth.
New Traffic Controller product with Zscaler, Cloudflare, Netskope JFrog launched Traffic Controller, a network-edge security solution integrated with Zscaler, Cloudflare, and Netskope. It routes package downloads through JFrog Artifactory and inspects them for security, license, and quality issues, blocking malicious packages. This comes as malicious packages surged 451% year over year, yet only 40% of organizations can detect them. The product expands JFrog's security reach and partner ecosystem.
It is a new product that opens a larger security market and strengthens JFrog's competitive position.
AI fears still weigh on software stocks Earlier in the period, JFrog and other software names fell as investors worried AI agents could erode traditional subscription models. That fear hit the whole sector after Accenture cut its outlook. But JFrog later overcame those concerns, with cloud revenue rising 50% year over year as customers used AI coding agents, and Wasatch highlighted JFrog as a top contributor, citing defensible moats.
It is the main counterweight: AI disruption fear remains a real risk even as JFrog's results show AI is currently helping demand.

Latest22 Jun – 27 Aug 2026

▲3

JFrog's AI-era cloud and security demand drives raised guidance and new product push

Q2 beat and raised full-year guidance JFrog reported Q2 revenue up 29% to $163.8 million and adjusted EPS up 50% to $0.27, both above estimates. Cloud revenue jumped 53% and now makes up 53% of total revenue. Management raised full-year revenue guidance to about $650 million, up from $630 million. The stock jumped as much as 15.9% on the news.
This is the core new financial event that directly lifted the stock and reset growth expectations.
AI-driven cloud and security demand fuels guidance raise JFrog said accelerating demand for its cloud and security offerings amid AI-driven software development drove the raised outlook. Customers spending over $1 million in annual recurring revenue surged 59%. The company is positioning itself at the center of securing AI-era software supply chains, with its swampUP 2026 conference featuring AI and security leaders from Anthropic, Microsoft, and NVIDIA.
It explains the demand driver behind the guidance raise and shows the AI connection that matters for future growth.
New Traffic Controller product with Zscaler, Cloudflare, Netskope JFrog launched Traffic Controller, a network-edge security solution integrated with Zscaler, Cloudflare, and Netskope. It routes package downloads through JFrog Artifactory and inspects them for security, license, and quality issues, blocking malicious packages. This comes as malicious packages surged 451% year over year, yet only 40% of organizations can detect them. The product expands JFrog's security reach and partner ecosystem.
It is a new product that opens a larger security market and strengthens JFrog's competitive position.
AI fears still weigh on software stocks Earlier in the period, JFrog and other software names fell as investors worried AI agents could erode traditional subscription models. That fear hit the whole sector after Accenture cut its outlook. But JFrog later overcame those concerns, with cloud revenue rising 50% year over year as customers used AI coding agents, and Wasatch highlighted JFrog as a top contributor, citing defensible moats.
It is the main counterweight: AI disruption fear remains a real risk even as JFrog's results show AI is currently helping demand.

Rimini Street Inc (RMNI)

Q3 202614 Jul – 6 Oct 2026

▲4

Rimini Street expands AI governance and partner reach as customer wins continue

New AI governance service Rimini Street launched Rimini Govern for AI, a managed service that monitors, secures, and controls enterprise AI agents. This opens a new revenue stream and positions the company as a trusted partner for companies adopting AI, which could attract more clients and lift future sales.
It is a new product launch that expands Rimini's addressable market and supports long-term growth.
Agentic AI ERP strategy and market expansion Rimini Street unveiled an Agentic AI ERP strategy to modernize legacy systems without cloud migrations. It says its addressable market has grown from $15 billion to $80 billion. This could bring in more customers and boost revenue growth, though execution risks remain.
It shows a major strategic shift that significantly increases the potential market for Rimini's services.
New reseller partnership in ANZ Rimini Street signed a reseller agreement with Datacom to sell its Oracle and SAP support services across Australia and New Zealand. This expands Rimini's reach in a new region and could lead to more customer contracts and recurring revenue.
It is a new distribution channel that can drive future sales growth.
Strong demand for third-party support A Rimini Street survey found 66% of VMware users are using or considering third-party support, mainly to cut costs. This highlights a large market opportunity for Rimini's services, which could translate into more customers and revenue over time.
It provides evidence of growing demand for the type of support Rimini offers, supporting the bull case.

August 202614 Jul – 6 Oct 2026

▲4

Rimini Street expands AI governance and partner reach as customer wins continue

New AI governance service Rimini Street launched Rimini Govern for AI, a managed service that monitors, secures, and controls enterprise AI agents. This opens a new revenue stream and positions the company as a trusted partner for companies adopting AI, which could attract more clients and lift future sales.
It is a new product launch that expands Rimini's addressable market and supports long-term growth.
Agentic AI ERP strategy and market expansion Rimini Street unveiled an Agentic AI ERP strategy to modernize legacy systems without cloud migrations. It says its addressable market has grown from $15 billion to $80 billion. This could bring in more customers and boost revenue growth, though execution risks remain.
It shows a major strategic shift that significantly increases the potential market for Rimini's services.
New reseller partnership in ANZ Rimini Street signed a reseller agreement with Datacom to sell its Oracle and SAP support services across Australia and New Zealand. This expands Rimini's reach in a new region and could lead to more customer contracts and recurring revenue.
It is a new distribution channel that can drive future sales growth.
Strong demand for third-party support A Rimini Street survey found 66% of VMware users are using or considering third-party support, mainly to cut costs. This highlights a large market opportunity for Rimini's services, which could translate into more customers and revenue over time.
It provides evidence of growing demand for the type of support Rimini offers, supporting the bull case.

Latest14 Jul – 6 Oct 2026

▲4

Rimini Street expands AI governance and partner reach as customer wins continue

New AI governance service Rimini Street launched Rimini Govern for AI, a managed service that monitors, secures, and controls enterprise AI agents. This opens a new revenue stream and positions the company as a trusted partner for companies adopting AI, which could attract more clients and lift future sales.
It is a new product launch that expands Rimini's addressable market and supports long-term growth.
Agentic AI ERP strategy and market expansion Rimini Street unveiled an Agentic AI ERP strategy to modernize legacy systems without cloud migrations. It says its addressable market has grown from $15 billion to $80 billion. This could bring in more customers and boost revenue growth, though execution risks remain.
It shows a major strategic shift that significantly increases the potential market for Rimini's services.
New reseller partnership in ANZ Rimini Street signed a reseller agreement with Datacom to sell its Oracle and SAP support services across Australia and New Zealand. This expands Rimini's reach in a new region and could lead to more customer contracts and recurring revenue.
It is a new distribution channel that can drive future sales growth.
Strong demand for third-party support A Rimini Street survey found 66% of VMware users are using or considering third-party support, mainly to cut costs. This highlights a large market opportunity for Rimini's services, which could translate into more customers and revenue over time.
It provides evidence of growing demand for the type of support Rimini offers, supporting the bull case.