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Jamf Holding (JAMF)
NASDAQ:JAMF
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.21Last Year’s EPS
0.14Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: -21.25%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a generally positive outlook for Jamf, with strong revenue growth, particularly in security and international markets. While there are some challenges like a slight decline in net retention rate and delayed collections, the company's future prospects, driven by new partnerships and an improved financial outlook for 2025, remain strong.Company Guidance
During Jamf's Fourth Quarter 2024 earnings call, the company reported a year-over-year revenue growth of 8% for Q4, with a non-GAAP operating income margin of 18%, surpassing their high-end outlook. For the full year 2024, revenue growth was 12% with a non-GAAP operating income margin of 16%. The Annual Recurring Revenue (ARR) grew by 10% to $646 million, with security ARR rising 17% to $156 million, representing 24% of the total ARR. The company saw strong performance across its four key growth vectors: security, mobile, international, and channel. They also announced their 2025 outlook, expecting total revenues to grow by 8.1% to a range of $675.5 million to $680.5 million, with a non-GAAP operating income margin projected at 21%. Jamf aims to reach a Rule of 40 run rate by the end of 2026, combining revenue growth with improved free cash flow margins. Despite some challenges, such as a slight decrease in the net retention rate to 104% in Q4, they anticipate an improvement in this area as macroeconomic conditions stabilize.Strong Revenue Growth
Jamf reported year-over-year revenue growth of 8% in Q4 and 12% for the full fiscal year 2024. Non-GAAP operating income margin was 18% for Q4 and 16% for the full year, exceeding the high end of their outlook.
Security Segment Expansion
Security ARR grew 17% year-over-year to $156 million, accounting for 24% of Jamf's total ARR, with continued demand for Jamf's Apple-first security platform.
International Revenue Growth
Revenue from geographies outside the U.S. grew 17% in 2024, now representing over a third of the company's total revenue.
Positive Outlook for 2025
Jamf expects total revenue growth of 8.1% for full year 2025, with a non-GAAP operating income margin improvement of 500 basis points.
New Partnerships and Channel Success
Jamf launched a new partner program and saw increased partner-led deal registrations, suggesting strong future growth potential.
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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
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JAMF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| May 08, 2024 | $19.71 | $19.95 | +1.22% |
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.
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FAQ
When does Jamf Holding (JAMF) report earnings?
Jamf Holding (JAMF) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is Jamf Holding (JAMF) earnings time?
Jamf Holding (JAMF) earnings time is at May 13, 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 (Q1) is 0.21.
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