The earnings call reflected strong financial performance with significant revenue and ARR growth, strategic investments in AI and enterprise sales, and successful product launches. However, some challenges in the SMB segment and non-normal seasonality guidance were noted.

Company Guidance

During Jamf's second quarter 2025 earnings call, the company reported impressive year-over-year revenue growth of 15%, reaching $176.5 million, with non-GAAP operating income margin of 19%, surpassing their outlook. Total ARR rose 14% to $710 million, with Security ARR seeing a substantial 40% increase to $203 million. The company highlighted strong traction in its platform solutions and a strategic reinvestment plan focusing on AI and enhanced go-to-market strategies to drive long-term growth. For Q3 2025, Jamf projects revenues between $176 million and $178 million, with an operating income margin of 24%. The full-year forecast has been raised to $701 million to $704 million in revenue, marking a 12% growth at the midpoint. The call also emphasized Jamf's commitment to achieving a Rule of 40 run rate by fiscal 2026 and showcased the expansion efforts in their channel and security solutions.

Strong Revenue Growth

Jamf reported a year-over-year revenue growth of 15%, reaching $176.5 million, exceeding the high end of their guidance by $7 million.

Total ARR Milestone

Total ARR grew 14% year-over-year to $710 million, marking the first time it surpassed $700 million. Security ARR also saw a 40% increase, reaching $203 million.

Strategic Reallocation for Growth

Announced a strategic reinvestment plan focusing on growth areas, particularly in enterprise sales and AI capabilities, aiming to align with their platform strategy.

Record Free Cash Flow

Trailing 12-month unlevered free cash flow surpassed $100 million for the first time, showing a 24% increase.

Successful Product Launches

Introduced Android enrollment support and AI-enhanced features such as the Jamf AI Assistant, improving customer experiences and operational efficiencies.

Jamf Holding (JAMF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

JAMF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 03, 2026	2025 (Q4)	- / -	0.17	―	―	―
Aug 07, 2025	2025 (Q2)	0.17 / 0.18	0.142	26.76% (+0.04)
May 06, 2025	2025 (Q1)	0.21 / 0.22	0.14	57.14% (+0.08)
Feb 27, 2025	2024 (Q4)	0.15 / 0.17	0.13	30.77% (+0.04)
Nov 07, 2024	2024 (Q3)	0.16 / 0.16	0.08	100.00% (+0.08)
Aug 07, 2024	2024 (Q2)	0.14 / 0.14	0.05	184.00% (+0.09)
May 08, 2024	2024 (Q1)	0.12 / 0.14	0.05	180.00% (+0.09)
Feb 27, 2024	2023 (Q4)	0.12 / 0.13	0.06	116.67% (+0.07)
Nov 08, 2023	2023 (Q3)	0.06 / 0.08	0.04	100.00% (+0.04)
Aug 08, 2023	2023 (Q2)	0.04 / 0.05	0.03	66.67% (+0.02)

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
Aug 07, 2025	$7.33	$7.91	+7.91%
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%

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 Mar 03, 2026, After Close (Confirmed).

What is Jamf Holding (JAMF) earnings time?

Jamf Holding (JAMF) earnings time is at Mar 03, 2026, After Close (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?

Currently, no data Available

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing