Jamf Holding Corp.
NASDAQ•JAMF
CEO: Mr. John Strosahl
セクター: Technology
業種: Software - Application
上場日: 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.
連絡先情報
100 Washington Avenue South, Suite 1100, Minneapolis, MN, 55401, United States
612-605-6625
時価総額
$1.75B
PER (TTM)
-42.0
67.2
配当利回り
--
52週高値
$16.12
52週安値
$7.09
52週レンジ
順位44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 3.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025
財務ダッシュボード
Q3 2025 データ
売上高
$183.49M+15.20%
直近4四半期の推移
EPS
-$0.03-68.62%
直近4四半期の推移
フリーCF
$64.93M+238.77%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
$4.70B
$2.73B
$2.26B
粗利益率 (最新四半期)
92.2%
85.9%
82.5%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| FSLY | $3.67B | -29.9 | -12.9% | 28.7% |
| ADEA | $2.57B | 23.1 | 26.3% | 41.9% |
| IE | $1.95B | -16.4 | -32.7% | 7.6% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.0%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月4日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
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データなし