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 Q4 2020

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

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, May 14, 2024 (GLOBE NEWSWIRE) -- Today, Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, published its 2024 Purpose and Impact Report . The report details Jamf's environmental, social, and governance (ESG) initiatives and their results, incorporating summaries and performance metrics that demonstrate its purpose-driven culture and commitment to responsible business practices.

Jamf releases annual Purpose and Impact Report

MINNEAPOLIS, May 14, 2024 (GLOBE NEWSWIRE) -- Jamf (Nasdaq: JAMF), the standard in managing and securing Apple at work, today announced the pricing of an underwritten public offering (the “Offering”) of 8,956,522 shares of its common stock by investment funds affiliated with Vista Equity Partners (the “Selling Stockholders”), at a price to the public of $18.25 per share. The Offering is expected to close on May 16, 2024, subject to the satisfaction of customary closing conditions. The underwriters will have a 30-day option to purchase up to an additional 1,043,478 shares of Jamf's common stock from the Selling Stockholders.

Jamf Announces Pricing of Secondary Offering of Common Stock by Selling Stockholders and Related Common Stock Repurchase

MINNEAPOLIS, May 13, 2024 (GLOBE NEWSWIRE) -- Jamf (Nasdaq: JAMF), the standard in managing and securing Apple at work, today announced the commencement of an underwritten public offering (the “Offering”) of its common stock by investment funds affiliated with Vista Equity Partners (the “Selling Stockholders”). The Selling Stockholders are offering 8,956,522 shares of Jamf's common stock pursuant to a registration statement on Form S-3 (the “Registration Statement”) filed with the Securities and Exchange Commission (the “SEC”) on June 24, 2022. The Selling Stockholders intend to grant the underwriters a 30-day option to purchase up to an additional 1,043,478 shares of Jamf's common stock from the Selling Stockholders.

Jamf Announces Launch of Secondary Offering of Common Stock by Selling Stockholders and Related Common Stock Repurchase

Jamf Holding Corp. (NASDAQ:JAMF ) Q1 2024 Earnings Call Transcript May 8, 2024 4:30 PM ET Company Participants Jennifer Gaumond - IR John Strosahl - CEO Ian Goodkind - CFO Conference Call Participants Joshua Reilly - Needham & Company Koji Ikeda - Bank of America Dan Bergstrom - RBC Capital Markets Jake Roberge - William Blair Vinod Srinivasaraghavan - Mizuho Operator Thank you for standing by. My name is Rochelle, and I will be your conference operator today.

Jamf Holding Corp. (JAMF) Q1 2024 Earnings Call Transcript

Blue Bird

EZCORP

Fortuna Silver Mines

Li Auto Inc.

Perdoceo Education

Skechers U.S.A.

“Sell in May and Go Away” is a very popular slogan this time of year. And I would admit it applies to many investors right now.

Buy in May and Stay? The Top 7 Stocks to Buy This Month

MINNEAPOLIS, May 07, 2024 (GLOBE NEWSWIRE) -- Omdia recently released an extensive study on the endpoint and workspace management market that included a spotlight on Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work. In the 2024 Omdia Universe on Digital Workspace Management Platforms, the research firm profiles Jamf as the only company with a complete platform that caters to the unique needs of an Apple-first environment.

Analyst firm Omdia recognizes Jamf for its leading Apple-first workspace management and security platform in new report

Jamf wins Market Leader Zero Trust BYOD, Market Leader Mobile Device Security and Cutting Edge Mobile Endpoint Security awards in 12th Annual Global InfoSec Awards at RSA 2024 Jamf wins Market Leader Zero Trust BYOD, Market Leader Mobile Device Security and Cutting Edge Mobile Endpoint Security awards in 12th Annual Global InfoSec Awards at RSA 2024

Jamf named winner in three categories of the Global InfoSec Awards during RSA 2024

Jamf certification is part of MCC's Enterprise IT Professional for Apple Technology certification, designed to help aspiring IT professionals learn how to manage Apple at work Jamf certification is part of MCC's Enterprise IT Professional for Apple Technology certification, designed to help aspiring IT professionals learn how to manage Apple at work

Mesa Community College adds Jamf certification to its Apple technology course series

MINNEAPOLIS, April 17, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today it will report first quarter 2024 financial results for the period ended March 31, 2024, following the close of the market on Wednesday, May 8, 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 First Quarter 2024 Financial Results on May 8, 2024

MINNEAPOLIS, April 09, 2024 (GLOBE NEWSWIRE) -- Today, Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, held a special Jamf Event to showcase a number of new offerings developed to help organizations maximize technology investments and meet important compliance needs. The live-streamed event, split into concurrently streamed commercial and education keynotes, showcased new and upcoming updates to Jamf's Apple-first, Apple-best management and security platform.

Jamf Event showcases product innovations aimed at helping organizations meet security and compliance needs

The average of price targets set by Wall Street analysts indicates a potential upside of 27.7% in Jamf Holding (JAMF). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts Predict a 27.69% Upside in Jamf Holding (JAMF): Here's What You Should Know

JAMF's recent stock price decline does not change the recommendation of a buy rating, as I think management's guidance is overly conservative.

Jamf Holding: Management Guidance Seems Too Conservative

Jamf customers will also be able to safely navigate the changes introduced in iOS 17.4 as a result of the Digital Markets Act Jamf customers will also be able to safely navigate the changes introduced in iOS 17.4 as a result of the Digital Markets Act

Jamf announces same-day support for visionOS 1.1

WASHINGTON, March 07, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, and FTI Consulting, Inc. (NYSE: FCN), a global business advisory firm, today announced a strategic relationship to help organizations around the world improve incident response capabilities regarding mobile device threats. Through the alliance, FTI Consulting strengthens its cybersecurity offering with Jamf's unique and market-leading security product, Jamf Executive Threat Protection, a mobile endpoint security and threat defense platform that proactively manages cyber risks and detects the most sophisticated threats facing mobile devices.

FTI Consulting and Jamf Improve Incident Response to Mobile Device Threats with Strategic Relationship

Jamf Holding Corp. (JAMF) Q4 2023 Earnings Call Transcript

Jamf Holding (JAMF) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.06 per share a year ago.

Jamf Holding (JAMF) Beats Q4 Earnings and Revenue Estimates

MINNEAPOLIS, Feb. 27, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced financial results for its fourth quarter and fiscal year ended December 31, 2023.

Jamf Announces Fourth Quarter and Fiscal Year 2023 Financial Results

MINNEAPOLIS, Feb. 06, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced it is first to market with support for Apple Vision Pro adding this powerful new endpoint to its Apple-first, Apple-best security and access products, Jamf Protect and Jamf Connect .

Jamf announces immediate support for Apple Vision Pro, allowing customers to confidently and securely explore new ways of working

MINNEAPOLIS, Jan. 23, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today it will report fourth quarter and fiscal year 2023 financial results for the period ended December 31, 2023, following the close of the market on Tuesday, February 27, 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 Fourth Quarter 2023 Financial Results on February 27, 2024

MINNEAPOLIS, Jan. 17, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF) begins 2024 holding a market-leading position as the only vendor to deliver modern management and comprehensive security in the same powerful platform that is built for Apple's unique technology. Organizations turning to Jamf are able to save money and resources by consolidating up to 18 different tools and disparate workflows, including six device management, three identity and access management (IAM), and nine endpoint security tools. Over the past 12 months, Jamf made significant strides in maturing its security offering. As of September 30, 2023, 23% of Jamf customers are running both a Jamf management and a Jamf security solution, and ARR from security accounts for 21% of Jamf's total ARR.

Jamf kicks off 2024 with unique market proposition as the only security and management platform for the Apple ecosystem

Vivid Seats

Full Truck Alliance Co Ltd

2023 turned out to be a good year for technology services participants due to artificial intelligence. In 2024, digitization, driven by emerging trends, is likely to take center stage.

3 Beaten-Down IT Services Stocks to Buy for a Turnaround in 2024

Smiths Group PLC

Investors interested in Technology Services stocks are likely familiar with Smiths Group PLC (SMGZY) and Jamf Holding (JAMF). But which of these two stocks is more attractive to value investors?

SMGZY or JAMF: Which Is the Better Value Stock Right Now?

The average of price targets set by Wall Street analysts indicates a potential upside of 40.7% in Jamf Holding (JAMF). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts See a 40.72% Upside in Jamf Holding (JAMF): Can the Stock Really Move This High?

Jamf Holding Corp. has shown strong execution despite a weak macro backdrop. Recent results indicate outstanding performance, with significant growth in ARR and total devices under management. The decline in net revenue retention is attributed to the weak macro environment, but long-term prospects remain strong.

Jamf Holding: Upside Remains Attractive Once Macro Weakness Eases

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

News for Jamf Holding Corp. Stock (JAMF)