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Jamf Holding Corp. is a global leader in managing and securing Apple devices in enterprise environments. The company provides software solutions that enable IT and security teams to deploy, manage, and protect Apple devices while preserving the native Apple experience. Jamf primarily sells subscription-based software and services tailored for Apple-first management and security needs.
- SaaS Subscription and Support and Maintenance - Offers cloud-based software solutions for managing and securing Apple devices, including lifecycle management and enterprise security features.
- Jamf Pro - A flagship product that delivers comprehensive Apple device management and security capabilities.
- On-Premise Subscription - Provides subscription-based solutions for organizations requiring on-premise deployment of Apple device management software.
- Professional Services - Delivers implementation, training, and consulting services to help organizations optimize their use of Jamf's solutions.
- Perpetual Licenses - Offers one-time purchase licenses for Apple device management software, catering to customers transitioning to subscription models.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
John Strosahl ExecutiveBoard | Chief Executive Officer | John Strosahl is the Chief Executive Officer of JAMF since September 2023. He previously served as Chief Operating Officer (January 2020 to September 2023) and Chief Revenue Officer (October 2015 to January 2020) at JAMF. | View Report → | |
Beth Tschida Executive | Chief Technology Officer | Beth Tschida is the CTO of JAMF since January 2022, previously serving as Senior Vice President of Engineering from August 2018 to January 2022, and has extensive experience in scaling engineering operations and driving product delivery. | ||
David Rudow Executive | Chief Financial Officer (CFO) | David Rudow is the CFO of Jamf, bringing deep financial expertise from his previous roles at Cover Genius, Unite Us, and nCino. He joined Jamf on October 28, 2024, and officially succeeded as CFO on November 28, 2024. | ||
Jason Wudi Executive | Chief Innovation Officer | Jason Wudi serves as the Chief Innovation Officer at Jamf since March 2023, having previously held roles as Chief Strategist, Chief Technology Officer, and Chief Cultural Officer at Jamf after joining in 2006. | ||
Jeff Lendino Executive | Chief Legal Officer | Jeff Lendino is the Chief Legal Officer at Jamf since October 2020, and he previously served as General Counsel from June 2018 to October 2020. | ||
Linh Lam Executive | Chief Information Officer | Linh Lam has been serving as Jamf's Chief Information Officer since September 2021, where she oversees IT and security operations. Previously, she held executive roles at ICE Mortgage Technology and IT leadership positions at Hitachi Data Systems. | ||
Liz Benz Executive | Chief Sales Officer | Liz Benz is the Chief Sales Officer at Jamf since March 2023. She previously served in various sales leadership roles, including as Senior Vice President of Revenue since 2017, and brings over 18 years of sales experience to her role. | ||
Michelle Bucaria Executive | Chief People Officer | Michelle Bucaria is the Chief People Officer at JAMF since May 2022, focused on strategic human resource operations and organizational culture integration. She previously held executive HR roles at PointClickCare and Teladoc Health, contributing to scalable people strategies. | ||
Andre Durand Board | Director | Founder and Chief Executive Officer of Ping Identity Corporation | Andre Durand has served as a Director on Jamf's Board since November 2017 and is also a member of the Audit Committee. He is the Founder and Chief Executive Officer of Ping Identity Corporation, bringing extensive expertise in technology and security to his role at Jamf. | |
Charles Guan Board | Director | Vice President at Vista Equity Partners; Board member at STATS LLC (d/b/a STATS Perform); Board member at TripleLift, Inc. | Charles Guan has served as a Director on Jamf's Board since September 2017. He also serves as Vice President at Vista Equity Partners since 2009 and holds board roles at STATS LLC (d/b/a STATS Perform) and TripleLift, Inc.. | |
Christina Lema Board | Director | Deputy Chief Legal Officer at Vista; Member of Vista's Private Equity Management Committee; Board Director at Integral Ad Science Holding Corp; Board Director at Greenway Health; Board Director at Mindbody, Inc.; Board Director at TripleLift, Inc. | Christina Lema has served on JAMF's Board of Directors as a Director since November 2020. Her extensive legal and governance experience, notably as Deputy Chief Legal Officer at Vista, enhances her contributions to JAMF. | |
David Breach Board | Director | President and Chief Operating Officer at Vista Equity Partners | David Breach has served as a Director and board member at JAMF since July 2020, where he is also part of the Compensation and Nominating Committee. He is additionally the President and Chief Operating Officer at Vista Equity Partners, a role he has held since 2014. | |
Dean Hager Board | Board Member | Dean Hager served as CEO of Jamf from 2015 until his retirement in September 2023 and has been a Board Member since November 2017. | ||
Kevin Klausmeyer Board | Chair of the Audit Committee | Kevin Klausmeyer has served on JAMF's Board of Directors as Chair of the Audit Committee since November 2019. He has extensive board and executive experience across various technology companies, including roles as CFO and board memberships. | ||
Martin Taylor Board | Board of Directors | Martin Taylor has served on JAMF's Board of Directors since September 2017 and is also a member of the Compensation and Nominating Committee. He brings extensive experience from his previous roles at Microsoft and Vista Equity Partners, enhancing his strategic guidance in corporate governance. | ||
Michael Fosnaugh Board | Chairman of the Board | Senior Managing Director at Vista; Co-Head of the Chicago office at Vista; Co-Head of the Flagship Fund; Member of the Executive Committee; Member of the Flagship Funds' Investment Committee | Michael Fosnaugh has been on JAMF's board since September 2017 and is currently serving as the Chairman of the Board since November 2020. He is also a Senior Managing Director at Vista, where he is Co-Head of the Chicago office, Co-Head of the Flagship Fund, and a member of both the Executive Committee and the Flagship Funds' Investment Committee. | |
Vina Leite Board | Chair of the Compensation and Nominating Committee on the Board of Directors | AHEAD; DocGo, Inc. (NASDAQ: DCGO) | Vina Leite has served as the Chair of the Compensation and Nominating Committee on the Board of Directors at JAMF since May 2021. Previously, she held executive positions such as Chief People Officer at GoodRx, The Trade Desk, and Cylance. | |
Virginia Gambale Board | Director | Managing Partner of Azimuth Partners LLC; Chair of the Board at Nutanix, Inc.; Board Member of FD Technologies plc; Board Member of Virtu Financial, Inc.; Board Member of 10x Banking Technology Services Ltd.; Board Member of Avellino Lab USA, Inc.; NACD Risk Oversight Advisory Council Member | Virginia Gambale has served as a Director on JAMF's Board since May 2021. She is also the Managing Partner of Azimuth Partners LLC since 2003 and holds various external board roles, including Chair of the Board at Nutanix, Inc.. |
- Given that management mentioned less robust Mac growth compared to previous periods, can you specify which verticals are showing signs of slowdown and what targeted strategies you’re implementing to stimulate demand in those areas?
- With entrenched competitors like VMware and Broadcom holding long-term contracts, how do you plan to accelerate customer transition while addressing potential pricing pressures and contract renewal challenges?
- In light of concerns over potential shelfware or unused license capacity, what measures are in place to ensure that any excess capacity is absorbed as hiring trends improve, and what risks remain in this area?
- Considering the impact of delayed billings and longer DSOs on cash flow, what specific steps are you taking to mitigate these disruptions, and are there additional safeguards planned as you continue system upgrades?
- Following the ARR adjustments linked to data reclassification—especially affecting the security segment—how will you refine your ARR guidance model to prevent future inconsistencies and better capture true growth trends?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
VMware | Typically competes on one solution intended for cross-platform use and not specialized for Apple. |
Typically competes on one solution intended for cross-platform use and not specialized for Apple. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Identity Automation | 2025 | Jamf acquired Identity Automation for $215.0 million in cash (with deferred payments and an escrow component) and issued at least $10.0 million in restricted stock units to retain key employees. This strategic move enhances Jamf’s dynamic identity and access management capabilities and integrates them with its endpoint security platform. |
dataJAR | 2023 | Jamf completed the acquisition of UK-based managed services provider dataJAR on July 13, 2023, for approximately £19.3 million ($25.1 million). The deal, driven primarily by technology and talent considerations, aims to bolster Jamf’s Apple-first management capabilities by integrating dataJAR’s proprietary “single pane of glass” software for MSP partners. |
ZecOps | 2022 | Jamf’s acquisition of ZecOps, announced in September 2022 and closed in Q4 2022, involved a mix of cash and common stock with a total consideration of about $19.2 million. This strategic investment, including a prior $1.0 million SAFE, strengthens Jamf’s mobile security capabilities by enhancing threat detection and response for iOS devices. |
Recent press releases and 8-K filings for JAMF.
- Macro caution amid economic uncertainty was noted, with executives observing elongated sales cycles and customer hesitancy, yet highlighting underlying pent-up demand.
- Sector pipeline insights showed strength in healthcare, financial services, and APAC, with promising new logo growth contrasting with weaker performance in the Americas.
- International strategy advancements include local currency billing and increased channel investments to enhance competitiveness and address rising cost challenges.
- Pricing strategy update was discussed, with annual price increases implemented to support ongoing product investments and maintain a premium value proposition.
- Revenue grew by 10% year-over-year to $167.6 million, with ARR increasing 9% to $657.9 million and a non-GAAP operating income margin of 22% .
- The company closed the $215 million Identity Automation acquisition on April 1, 2025, enhancing its identity, mobile, and security offerings .
- Q1 highlights included new product launches like Jamf for Mac and Jamf for K-12, robust channel growth, and a positive outlook for Q2 and full-year 2025 .
- GAAP operating loss improved to $4.2 million (2% of total revenue), reflecting ongoing operational improvements .
- Jamf Holding Corp. completed the acquisition of Identity Automation, expanding its platform to include dynamic identity management for industries such as education and healthcare.
- The acquisition enhances Jamf’s product portfolio with a key differentiator and adds nearly 90 new employees to support its dynamic identity solutions.
- **Executives detailed the expansion of Jamf’s device management and security offerings, noting that security, driven by a Trusted Access model, now accounts for $160 million ARR (25% of total business).
- The call addressed a recent strategic acquisition of Identity Automation targeting the education sector, enhancing dynamic identity management for customer workflows.
- Management also discussed ongoing system upgrades with Oracle Fusion and Salesforce, expanded channel partnerships with hyperscalers (AWS and Azure), and the deployment of AI initiatives to improve operational efficiency and customer engagement.
- Jamf intends to acquire Identity Automation, integrating its dynamic identity and access management capabilities with Jamf’s endpoint security platform.
- The acquisition will add features such as identity lifecycle management, access governance, and multi-factor authentication to support industries like education and healthcare.
- The deal is valued at approximately $215.0 million in cash, with closing expected by the end of Q2 2025, subject to customary conditions.
- Jamf delivered Q4 2024 revenue of $163.0 million (8% YoY) and non-GAAP operating income of $29.7 million (18% margin), amid a GAAP operating loss of $12.2 million (7% margin) .
- Guidance for Q1 2025 projects revenue of $165.5–$167.5 million and non-GAAP operating income of $35.5–$37.5 million, indicating continued growth .
- The company reported an ARR of $646.0 million (10% YoY increase), including security ARR of $156 million growing 17% YoY, underscoring strong subscription performance .
- For FY2024, revenue increased 12% to $627.4 million with a full-year non-GAAP margin of 16% .
- Full-year 2025 revenue guidance is set at $675.5–$680.5 million, reflecting ongoing margin and efficiency improvements .
- Notable international revenue gains further underscored Jamf’s robust global performance .