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Jamf Holding (JAMF)
NASDAQ:JAMF
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.18Last Year’s EPS
0.14Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: -16.64%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue growth, successful launches of new solutions, and a strategic acquisition, which outweighed concerns about FX impacts and seasonality issues.Company Guidance
In the first quarter of 2025, Jamf reported solid financial results, highlighted by a 10% year-over-year revenue growth and a 22% non-GAAP operating income margin, both exceeding their outlook. Total Annual Recurring Revenue (ARR) increased by 9% to $658 million, with security ARR showing a notable 17% year-over-year growth to reach $162 million. The company launched two new platform solutions—Jamf for Mac and Jamf for K-12—which contributed to strong new logo bookings and were instrumental in driving higher ARR per customer. These solutions, along with the recent acquisition of Identity Automation, a dynamic identity and access management platform, are expected to enhance Jamf's offerings, particularly in education and mobile-centric industries. For the full year, Jamf maintained its revenue guidance of $691 million to $695 million, reflecting a 10.5% growth at the midpoint, and forecasted a non-GAAP operating margin of 21%, marking a 500 basis point improvement over fiscal 2024.Year-over-Year Revenue Growth
Jamf achieved a year-over-year revenue growth of 10%, exceeding the high end of their outlook for both revenue and non-GAAP operating income margin.
Growth in Security ARR
Security bookings were strong, driving 17% year-over-year growth in Security ARR to $162 million, supported by the launch of new platform solutions.
Successful Launch of New Solutions
The launch of Jamf for Mac and Jamf for K-12 in early March was successful, contributing to strong education performance and security ARR growth.
Acquisition of Identity Automation
Jamf acquired Identity Automation, gaining almost 90 employees and expanding their identity management for mobile, especially in K-12 education.
Channel Partner Program Success
Jamf's global partner program resulted in deal registration growth of nearly 50% year-over-year and more than 25% growth in new partners.
JAMF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JAMF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2025 | $11.36 | $10.92 | -3.87% |
Feb 27, 2025 | $14.73 | $13.68 | -7.13% |
Nov 07, 2024 | $17.41 | $16.06 | -7.75% |
Aug 07, 2024 | $16.33 | $16.73 | +2.45% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Jamf Holding (JAMF) report earnings?
Jamf Holding (JAMF) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Jamf Holding (JAMF) earnings time?
Jamf Holding (JAMF) earnings time is at Aug 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JAMF EPS forecast?
JAMF EPS forecast for the fiscal quarter 2025 (Q2) is 0.18.