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Jamf Holding Corp.

Jamf Holding Corp.

NASDAQ•JAMF
CEO: Mr. John Strosahl
Sector: Technology
Industry: Software - Application
Listing Date: 2020-07-22
Jamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform in the Americas, Europe, the Middle East, India, and Africa. Its products include Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management software solution for small-to-medium-sized businesses; Jamf School, an apple mobile device management for schools; and Jamf Connect, a ZTNA solution that replaces legacy conditional access and VPN technology. The company also offers Jamf Protect, that provides purpose-built endpoint security and MTD for Mac and mobile devices; Jamf Business Plan, a Apple solution that automates the lifecycle of Apple devices, including device deployment, identity and access, management, and security; Jamf Safe Internet, that help schools protect minors from harmful content on the internet; Jamf Executive Threat Protection, an ADR solution for mobile devices that gives organizations the ability to extract critical device telemetry; Jamf's education apps empower teachers, parents, and students to control, manage, and secure devices inside and outside of the classroom. It sells its SaaS solutions through a subscription model, direct sales force, and online, as well as indirectly through channel partners, including Apple. The company was founded in 2002 and is headquartered in Minneapolis, Minnesota.
Contact Information
100 Washington Avenue South, Suite 1100, Minneapolis, MN, 55401, United States
612-605-6625
www.jamf.com
Market Cap
$1.74B
P/E (TTM)
-41.8
65.9
Dividend Yield
--
52W High
$16.12
52W Low
$7.09
52W Range
65%
Rank44Top 53.8%
3.7
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Weak • 3.7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2025

Financial Dashboard

Q3 2025 Data

Revenue

$183.49M+15.20%
4-Quarter Trend

EPS

-$0.03-68.62%
4-Quarter Trend

FCF

$64.93M+238.77%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Revenue Growth Accelerates 14% Total revenue reached $527.6 M for nine months ended September 30, 2025, marking a 14% increase over prior period.
Net Loss Significantly Narrows Net loss improved substantially to $(24.9) M for nine months 2025, compared to $(52.0) M reported in nine months 2024.
Operating Cash Flow Surges Net cash provided by operating activities was $107.4 M, an increase of $85.9 M compared to the prior nine months.
ARR Growth Driven by Acquisition Annual Recurring Revenue hit $728.6 M as of September 30, 2025, reflecting 16% year-over-year growth primarily from Identity Automation.

Risk Factors

Merger Closing Uncertainty Failure to secure required stockholder vote or satisfy closing conditions risks delaying the Merger or triggering $68.1 M termination fee.
Key Personnel Retention Risk Intense competition for highly qualified engineers may result in loss of key personnel, disrupting operations and growth efforts.
Macroeconomic Spending Pressures High inflation and global volatility may cause existing and prospective customers to reduce IT spending or seek contract renegotiations.
Integration of New Acquisition Executing the Identity Automation acquisition requires significant management focus, potentially disrupting current operational plans.

Outlook

Strategic Reinvestment Completion The July 2025 strategic reinvestment plan targeting cost reduction is expected to be substantially complete by the fourth quarter of 2025.
Sustained Product Innovation Company plans continued strategic investment in R&D to develop new features and extend platform capabilities to new use cases.
Liquidity Position Strong Cash, credit facility availability, and operating cash flow are expected to meet working capital and debt service needs for next 12 months.
Tax Deductibility of Goodwill The Company expects $134.0 M of goodwill recognized from the Identity Automation acquisition to be deductible for income tax purposes.

Peer Comparison

Revenue (TTM)

Upbound Group, Inc.UPBD
$4.58B
+7.5%
TELUS International (Cda) Inc.TIXT
$2.73B
+2.6%
Jamf Holding Corp.JAMF
$690.59M
+12.3%

Gross Margin (Latest Quarter)

PagerDuty, Inc.PD
85.3%
+2.3pp
A10 Networks, Inc.ATEN
80.1%
-0.3pp
Vimeo, Inc.VMEO
77.7%
-1.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
JAMF$1.74B-41.8-5.5%36.0%
MLNK$1.48B-68.1-5.4%49.9%
FSLY$1.39B-9.9-14.6%27.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.0%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 26, 2026
|
EPS:$0.23
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 10, 2025|
    Revenue: $183.49M+15.2%
    |
    EPS: $-0.03-68.6%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 7, 2025|
    Revenue: $176.50M+15.3%
    |
    EPS: $-0.16+6.7%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 6, 2025|
    Revenue: $167.62M+10.2%
    |
    EPS: $0.00-102.6%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 27, 2025|
    Revenue: $627.40M+11.9%
    |
    EPS: $-0.53+39.8%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 7, 2024|
    Revenue: $159.29M+11.7%
    |
    EPS: $-0.10-63.2%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 7, 2024|
    Revenue: $153.02M+13.3%
    |
    EPS: $-0.15-48.3%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 8, 2024|
    Revenue: $152.12M+15.1%
    |
    EPS: $-0.16-20.0%
    Miss
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 27, 2024|
    Revenue: $560.57M+17.1%
    |
    EPS: $-0.88+24.8%
    Miss