JFrog Ltd (Nasdaq: FROG) announced the speaker lineup for swampUP 2026, its premier user conference for teams building and securing software in the AI era. The event takes place September 1-3 at The Glasshouse in New York City. The conference brings together leaders from major technology and security firms to address the challenges of trusted software delivery as development shifts toward machine-generated code.

The 2026 lineup includes executives from Anthropic, Cursor, Google-Wiz, Microsoft, NVIDIA, AT&T, Chainguard, Moderne, Echo Security, Broadcom, TEAM8, and others. Speakers will focus on securing the "Agent Software Supply Chain," a concept JFrog describes as essential when autonomous agents build software. Shlomi Ben Haim, Co-Founder and CEO of JFrog, stated that speed and trust cannot be compromised as development accelerates.

Keynote Speakers and Sessions

The conference features sessions designed to address specific security and governance challenges:

• Anthropic’s Jason Clinton, Deputy CISO, will discuss security leadership perspectives on risks created by AI reshaping software delivery.
• AT&T’s Rinat Zilberstein, VP of Global Software & Product Delivery, will join Ben Haim to discuss enterprise approaches to supply chain security in the frontier AI era.
• Cursor’s David Pan, Field CISO, and Yoav Landman, JFrog Co-Founder and CTO, will explain the necessity of a system of record for governing packages, models, and AI assets.
• Microsoft’s Daniel Meppiel, Software Global Black Belt, will unveil strategies for securing agent-generated software.
• NVIDIA’s Krishna Nadiminti, Developer Experience Leader, will explore translating SBOM data into actionable risk signals for AI agent skills.
• Tim Brown, Partner and CISO in Residence at TEAM8 and former CISO of SolarWinds, will share learnings from past supply chain attacks to help prevent future AI-driven threats.

Additional sessions will feature product leaders from Chainguard demonstrating self-healing supply chains, and a panel with CEOs and CTOs from Moderne, Echo Security, Broadcom, and Chainguard discussing remediation strategies as AI models outpace traditional security cycles.

What the Numbers Show

JFrog research cited in the announcement highlights a significant divergence between perceived security governance and operational practices. While 97% of organizations claim to have AI governance in place, 53% are still pulling models from public registries where malicious payloads have been found. This gap suggests that despite high levels of stated compliance or awareness, operational reliance on unsecured public sources remains widespread among enterprises adopting AI.

Conference Details

swampUP 2026 includes hands-on training labs, certification opportunities, and breakout sessions covering AI/ML model management, agent governance, DevSecOps, and cloud-native architecture. A community gala will be held at the Intrepid Museum in New York City, featuring keynote speaker Carey Lohrenz, the first female F-14 Tomcat Fighter Pilot in the U.S. Navy. Registration is now open via the official conference website.

JFrog (NASDAQ: FROG) announced its financial guidance for the third quarter, projecting adjusted earnings per share (EPS) in the range of $0.22 to $0.24. This forecast meets the lower bound of analyst estimates, which stood at $0.22, while offering upside potential at the higher end of the range. The company also provided revenue guidance for the quarter, anticipating sales between $164 million and $166 million. This projection significantly exceeds the analyst consensus estimate of $159.039 million, signaling stronger-than-expected demand for its developer platform solutions.

The guidance indicates a positive trajectory for JFrog’s operational performance during the quarter. By setting the top end of its EPS range above the market estimate, the company suggests confidence in its ability to manage costs while driving growth. The revenue outlook, which sits approximately $5 million to $7 million above the consensus figure, highlights robust order inflows or accelerated recognition of existing contracts within its developer platform business.

Financial Guidance vs. Estimates

What the Numbers Show

The divergence between JFrog’s revenue guidance and the analyst estimate is notable. With the midpoint of the company’s sales forecast at $165 million, the potential upside is roughly 3.8% over the consensus view. This beat suggests that JFrog may be experiencing faster adoption rates or higher expansion revenue from existing customers than the broader market anticipated. While the EPS guidance aligns with the lower end of estimates, the wider range allows for flexibility in execution, potentially reflecting variable costs or one-time items that management prefers not to pin down to a single figure. The combination of beating revenue estimates while maintaining EPS stability points to a focus on top-line growth as the primary driver for this quarter.