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Jamf Holding Corp.

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
www.jamf.com
時価総額
$1.75B
PER (TTM)
-42.0
62.6
配当利回り
--
52週高値
$16.12
52週安値
$7.09
52週レンジ
66%
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)

Upbound Group, Inc.UPBD
$4.58B
+7.5%
TELUS International (Cda) Inc.TIXT
$2.73B
+2.6%
Alight, Inc.ALIT
$2.29B
-12.4%

粗利益率 (最新四半期)

PagerDuty, Inc.PD
85.3%
+2.3pp
Adeia Inc.ADEA
83.2%
-0.4pp
DoubleVerify Holdings, Inc.DV
82.3%
-0.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
FSLY$2.64B-21.8-12.9%28.7%
IE$2.23B-37.3-19.1%19.2%
ADEA$2.05B28.218.3%41.9%

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2月26日
|
EPS:$0.23
|
売上高:-
財務レポート
財務データ
ニュース
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月10日|
    売上高: $183.49M+15.2%
    |
    EPS: $-0.03-68.6%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $176.50M+15.3%
    |
    EPS: $-0.16+6.7%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月6日|
    売上高: $167.62M+10.2%
    |
    EPS: $0.00-102.6%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月27日|
    売上高: $627.40M+11.9%
    |
    EPS: $-0.53+39.8%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $159.29M+11.7%
    |
    EPS: $-0.10-63.2%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月7日|
    売上高: $153.02M+13.3%
    |
    EPS: $-0.15-48.3%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月8日|
    売上高: $152.12M+15.1%
    |
    EPS: $-0.16-20.0%
    予想を下回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月27日|
    売上高: $560.57M+17.1%
    |
    EPS: $-0.88+24.8%
    予想を下回る