The earnings call demonstrates strong financial performance with significant revenue and ARR growth, successful product developments, and strategic investments in AI and automation. However, there are challenges with customer retention rates and seasonal revenue timing. Overall, the positive aspects significantly outweigh the negatives.

Company Guidance -

Q4 2025

In the second quarter of fiscal year 2025, Jamf reported a 15% year-over-year revenue growth, reaching $176.5 million, which exceeded their forecast by $7 million. The company achieved a 14% increase in total Annual Recurring Revenue (ARR), amounting to $710 million, with Security ARR witnessing a 40% growth to $203 million. Non-GAAP operating income was $33.5 million, marking a 19% margin, and adjusted EBITDA grew 40% to $35.3 million. Jamf's trailing 12-month unlevered free cash flow reached over $100 million, reflecting a 15.4% margin. The company raised its full-year 2025 revenue outlook to between $701 million and $704 million, anticipating a 12% growth, and improved its non-GAAP operating income forecast to between $153.5 million and $155.5 million, aiming for a 22% margin. The strategic reinvestment plan aims to enhance AI capabilities and streamline go-to-market efforts, supporting their objective to achieve a Rule of 40 run rate by fiscal 2026.

Strong Revenue Growth Exceeding Expectations

Year-over-year revenue growth was 15%, with total revenue reaching $176.5 million, exceeding the high end of the guidance range by $7 million.

Significant ARR and Security ARR Growth

Total ARR grew 14% year-over-year to $710 million, with Security ARR increasing by 40% to $203 million.

Non-GAAP Operating Income Surpasses Expectations

Non-GAAP operating income was $33.5 million, representing a 19% margin and a 360 basis point improvement over Q2 2024.

Introduction of Android Enrollment Support

Android enrollment support was added to Jamf for Mobile, enabling organizations to manage a full mobile fleet through one solution while keeping Apple at the center of their mobile strategy.

Successful Cross-Sell Opportunities

A large school district in Kentucky switched to Jamf for K-12, showcasing successful cross-selling with Identity Automation.

Strategic Reinvestment in AI and Automation

The company plans to expand AI capabilities, which have already improved forecasting accuracy and customer engagement.

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?

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What is JAMF EPS forecast?

Currently, no data Available

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