Jamf Holding Corp.

Jamf Holding Corp. engages in the provision of Apple infrastructure and security platform of scale. It helps organizations including businesses, hospitals, schools and government agencies to connect, manage, and protect Apple products, applications, and corporate resources in the cloud even without touching the device. The company was founded in 2002 and is headquartered in Minneapolis, MN.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Jamf exceeds Q4 expectations, eyes growth through strategic expansion

Jamf's Q4 2022 earnings call showcased strong performance, strategic strengths in market expansion and responsible growth, while also acknowledging challenges like supply chain issues and competitive dynamics. The company is optimistic about opportunities for continued growth through ARR expansion, device growth, and a focus on profitability and market share.

Jamf exceeds Q1 expectations, eyes growth in security sales

Jamf's Q1 performance exceeded expectations with strong revenue growth and customer base expansion. Despite challenges in Mac shipments and cautious customer behavior, the company is innovating in security solutions and expanding partnerships. Future opportunities lie in device shipment normalization, security sales growth, and channel partnership efficiencies.

Jamf reports strong Q2 growth driven by security solutions

Jamf's Q2 performance showcased revenue growth and margin strength, driven by ARR and Mac market share growth.
While facing challenges in certain revenue areas, partnerships and security solutions adoption remain key strengths.
Opportunities in expanding customer usage and focusing on commercial growth present avenues for future success.
Overall, Jamf's strategic vision and adaptability position it well for continued growth and customer value.

Jamf surpasses Q3 expectations, eyes international expansion and security

Jamf continues its impressive growth trajectory, driven by strong financial performance and strategic partnerships.
While facing challenges in the PC market and macroeconomic environment, Jamf is well-positioned to capitalize on opportunities in security solutions and international expansion.
The company's focus on efficiency, scalability, and profitability, along with successful cross-selling initiatives, sets a positive outlook for future growth.

Jamf exceeds Q4 expectations, eyes growth through security and Apple

Jamf delivered strong financial performance in Q4 and full year 2023, exceeding expectations. The company is well-positioned for growth in 2024 with a focus on profitability and margin expansion. Strategic initiatives in place to drive customer value and capitalize on market opportunities.
Despite challenges in cash flow and balancing profitability with growth, Jamf's strengths in Mac leadership, security, and customer retention provide a solid foundation. The company's focus on security, AI, and customer satisfaction bodes well for future success.

Jamf reports strong Q1 performance, focuses on innovation and security

Jamf's Q1 2024 earnings call showcased robust financial performance, strategic growth drivers, and a focus on innovation to drive success with Apple devices.
While facing challenges such as NRR decline and competitive pressures, the company is actively pursuing opportunities to enhance security offerings and improve operational efficiency.
Overall, Jamf's performance highlights its resilience, adaptability to market demands, and commitment to delivering value to customers through innovative solutions.

Jamf beats Q2 expectations, eyes growth in security solutions

Jamf delivered strong Q2 results, surpassing revenue and income expectations, driven by growth in ARR and security segment.
The company showcased operational efficiency, highlighted by solid margins and strategic focus on key growth areas like security and mobile solutions.
While facing challenges in a competitive landscape, Jamf remains well-positioned to capitalize on opportunities in security, mobile, and international markets.
Overall, Jamf's performance reflects resilience and adaptability, with a strategic alignment with Apple's ecosystem updates and market trends.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Jamf Holding Corp. engages in the provision of a complete management and security solution for an Apple-first environment that is designed to be enterprise secure, consumer simple, and protective of personal privacy. It operates through the following geographical segments: The Americas, Europe, the Middle East, India, and Africa, and Asia Pacific. The company was founded in 2002 and is headquartered in Minneapolis, MN.

MINNEAPOLIS, Dec. 10, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today that members of its management team will present at the following investor conference:

Jamf Announces Upcoming Conference Participation

Jamf Holding's shares have declined over 15% this year, as investors are concerned about the company's slowing growth. Meanwhile, profitability has seen significant improvement, with margins expected to reach 16% this year, up from just 8% last year. I anticipate a re-acceleration in growth next year, accompanied by further margin expansion, surpassing 20%.

Jamf Holding: The Growth Slowdown Should Be Temporary

PALO ALTO, Calif.--(BUSINESS WIRE)--Third paragraph, first sentence of release dated November 13, 2024, should read: By leveraging Jamf's real-time device compliance event stream based on the Shared Signals Framework (SSF), SGNL dynamically adjusts access control to protect sensitive infrastructure. (instead of By leveraging Jamf's real-time device compliance event stream based on the Secure Systems Framework (SSF), SGNL dynamically adjusts access control to protect sensitive infrastructure.).

CORRECTING and REPLACING SGNL and Jamf Partner to Strengthen Enterprise Identity Security with Device Compliance-Driven Access Control

Jamf announces select products are now available on the Azure Cloud through Azure Marketplace; also unveils general availability of Copilot for Security plugin Jamf announces select products are now available on the Azure Cloud through Azure Marketplace; also unveils general availability of Copilot for Security plugin

Jamf Achieves Microsoft Azure's IP Co-Sell Top-Tier Partner Status, Announces Select Solutions Now Available in Azure Marketplace

PALO ALTO, Calif.--(BUSINESS WIRE)--SGNL, a leader in modern Privileged Identity Management (PIM), announces its strategic integration with Jamf, a leading Apple endpoint management and security solution provider, to enhance signaling between identity, access and device security providers. This partnership ensures only compliant, managed devices can access critical systems and data, advancing the security industry's evolution toward interconnected zero trust solutions. "Interoperability between.

SGNL and Jamf Partner to Strengthen Enterprise Identity Security with Device Compliance-Driven Access Control

Jamf Holding Corp. (NASDAQ:JAMF ) Q3 2024 Earnings Conference Call November 7, 2024 4:30 PM ET Company Participants Jennifer Gaumond - Investor Relations John Strosahl - Chief Executive Officer David Rudow - Incoming Chief Financial Officer Ian Goodkind - Chief Financial Officer Conference Call Participants Joshua Reilly - Needham Jake Roberge - William Blair Raimo Lenschow - Barclays Patrick Walravens - JMP Matt Hedberg - RBC Operator Thank you for standing by and welcome to Jamf's Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.

Jamf Holding Corp. (JAMF) Q3 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Jamf Holding (JAMF) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, Jamf Holding (JAMF) Q3 Earnings: A Look at Key Metrics

Jamf Holding (JAMF) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.08 per share a year ago.

Jamf Holding (JAMF) Lags Q3 Earnings Estimates

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Jamf Holding (JAMF), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2024.

Countdown to Jamf Holding (JAMF) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

Jamf Holding (JAMF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Jamf Holding (JAMF) Reports Next Week: Wall Street Expects Earnings Growth

Building on its years-long partnership, Jamf and LifeSaver Mobile expand their relationship to improve driver safety Building on its years-long partnership, Jamf and LifeSaver Mobile expand their relationship to improve driver safety

Jamf Ventures invests in LifeSaver Mobile

MINNEAPOLIS, Oct. 21, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today it will report third quarter 2024 financial results for the period ended September 30, 2024, following the close of the market on Thursday, November 7, 2024. On that day, management will host a conference call and webcast at 3:30 p.m. CT (4:30 p.m. ET) to discuss the company's business and financial results.

Jamf to Report Third Quarter 2024 Financial Results on November 7, 2024

JNUC heads to Nashville for the world's largest gathering of Apple admins JNUC heads to Nashville for the world's largest gathering of Apple admins

Jamf announces latest innovations in AI, declarative device management and more at the 15th annual Jamf Nation User Conference

MINNEAPOLIS, Sept. 26, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced it has enhanced its leadership team with two key new hires: Andrew Smeaton as Chief Information Security Officer and Marc Botham as Global Vice President of Channel and Alliances.

Jamf Announces Additions of CISO, Andrew Smeaton, and Global Vice President of Channel & Alliances, Marc Botham

MINNEAPOLIS, Sept. 23, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced the appointment of David Rudow to Chief Financial Officer (“CFO”).

Jamf Announces Appointment of David Rudow as Chief Financial Officer

Jamf Holding (JAMF) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Jamf Holding (JAMF) Upgraded to Buy: Here's What You Should Know

Marking 13 consecutive years of offering same-day support, Jamf continues helping organizations succeed with Apple Marking 13 consecutive years of offering same-day support, Jamf continues helping organizations succeed with Apple

Jamf Announces Same-Day Support for Latest Apple Operating Systems

The mean of analysts' price targets for Jamf Holding (JAMF) points to a 31.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Wall Street Analysts Believe Jamf Holding (JAMF) Could Rally 31.81%: Here's is How to Trade

Jamf Holding (JAMF) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Why Jamf Holding (JAMF) Might be Well Poised for a Surge

Jamf Holding Corp. met earnings expectations and beat revenue guidance for Q2 2024. The company has made progress in reducing operating losses through cost controls, yet faces challenges in device up-sell results and client spending conditions. Despite a stable customer demand environment, Jamf Holding's net dollar retention rate is dropping, indicating moderate upsell and cross-sell performance.

Jamf Holding Sees Stable Demand As It Reduces Operating Losses (Upgrade)

Companies align to better co-sell and co-market their integrated solutions to joint Apple customers Companies align to better co-sell and co-market their integrated solutions to joint Apple customers

Jamf joins Okta's Elevate Partner Program to tighten go-to-market alignment and accelerate product innovation

The mean of analysts' price targets for Jamf Holding (JAMF) points to a 27.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Does Jamf Holding (JAMF) Have the Potential to Rally 27.11% as Wall Street Analysts Expect?

Jamf offerings will be hosted on Azure cloud and available for purchase on Azure Marketplace providing greater value to joint customers Jamf offerings will be hosted on Azure cloud and available for purchase on Azure Marketplace providing greater value to joint customers

Jamf becomes Microsoft partner after signing five-year agreement to accelerate growth through Microsoft Azure

Report uncovers escalating risks in mobile and IoT security, with a focus on the threats facing critical infrastructure Report uncovers escalating risks in mobile and IoT security, with a focus on the threats facing critical infrastructure

Jamf Insights and Data on Mobile Security Threats Featured in 2024 Verizon Mobile Security Index

Latest initiative improves speed to market, partner experience and scale through points-based system Latest initiative improves speed to market, partner experience and scale through points-based system

News for Jamf Holding Corp. Stock (JAMF)