Jamf Holding (JAMF) Company Report

Jamf Holding Corp. stockholders approved the company's pending acquisition by affiliates of Francisco Partners Management L.P. at a special meeting held on January 8, 2026.
The Merger Proposal, which sought to adopt the Agreement and Plan of Merger dated October 28, 2025, was approved with 115,067,968 votes FOR, compared to 231,296 AGAINST and 215,936 ABSTAIN.
Stockholders also approved, on an advisory, non-binding basis, the compensation that will or may be paid to the Company's named executive officers in connection with the Merger.

Jan 8, 2026, 9:10 PM

8-K

Jamf Stockholders Approve Merger Agreement

JAMF

M&A

Proxy Vote Outcomes

Executive Compensation

Jamf Holding Corp. stockholders held a Special Meeting on January 8, 2026, to vote on proposals related to a merger.
The primary proposal to adopt and approve the merger agreement with Jawbreaker Parent, Inc. and Jawbreaker Merger Sub, Inc. was approved.
Stockholders also approved, on a non-binding advisory basis, the compensation that may be paid to named executive officers related to the merger.
The Board of Directors of Jamf had recommended voting for all three proposals presented at the meeting.

Jan 8, 2026, 3:00 PM

Transcript

Jamf Stockholders Approve Merger Agreement

JAMF

M&A

Proxy Vote Outcomes

Executive Compensation

Jan 8, 2026, 3:00 PM

Transcript

Jamf Stockholders Approve Merger Agreement and Executive Compensation

JAMF

M&A

Proxy Vote Outcomes

Jamf stockholders approved the agreement and plan of merger with Jawbreaker Parent, Inc. and Jawbreaker Merger Sub, Inc., which was dated October 28, 2025.
Stockholders also approved, on a non-binding advisory basis, the compensation that may be paid to Jamf's named executive officers related to the merger.
The Special Meeting was held on January 8, 2026, with a quorum present, and the final voting results will be reported on a current report on Form 8-K.

Jan 8, 2026, 3:00 PM

Transcript

Jamf Holding Corp. addresses merger litigation and provides supplemental disclosures

JAMF

M&A

Legal Proceedings

Jamf Holding Corp. entered into a Merger Agreement with Jawbreaker Parent, Inc., an affiliate of Francisco Partners Management, L.P., on October 28, 2025.
A special meeting of stockholders is scheduled for January 8, 2026, to vote on matters necessary to adopt and complete the Merger.
As of December 30, 2025, three complaints have been filed by purported stockholders alleging the Definitive Proxy Statement for the Merger is misleading and contains disclosure deficiencies.
Jamf is voluntarily providing supplemental disclosures in this 8-K to address the litigation, including details on confidentiality agreements and financial forecast assumptions, while denying the claims' merit.

Dec 30, 2025, 9:39 PM

8-K

Jamf Announces Q3 2025 Financial Results and Pending Acquisition

JAMF

Earnings

M&A

Guidance Update

Jamf reported total revenue of $183.5 million for the third quarter ended September 30, 2025, marking a 15% increase year-over-year.
Annual Recurring Revenue (ARR) reached $728.6 million as of September 30, 2025, growing 16% year-over-year, with Security ARR increasing 44% year-over-year to $216 million.
The company's net loss decreased by 63% year-over-year to $4.5 million, and Adjusted EBITDA grew by 68% to $49.6 million for Q3 2025.
Jamf announced a pending acquisition by Francisco Partners, initially disclosed on October 29, 2025, and as a result, will not provide financial guidance for Q4 or the full fiscal year 2025.

Nov 10, 2025, 9:06 PM

8-K

Jamf Reports Strong Q3 2025 Results Amidst Acquisition Uncertainty

JAMF

Earnings

M&A

Guidance Update

Jamf Holding Corp. reported strong Q3 2025 revenue of $183.5 million, a 15% year-over-year increase, with Annual Recurring Revenue (ARR) growing 16%.
The company achieved a non-GAAP operating income of $47.2 million and saw a 213% increase in cash flow from operations, alongside a 68% growth in Adjusted EBITDA to $49.6 million.
Non-GAAP earnings per share reached $0.25, beating analyst estimates by 7.7%, and the free cash flow margin improved to 35.4%.
Jamf has paused its financial guidance due to an upcoming acquisition by private equity firm Francisco Partners, introducing uncertainty despite solid long-term growth.

Nov 10, 2025, 12:36 AM

Morningstar

Halper Sadeh LLC Investigates Jamf Holding Corp. Sale

JAMF

M&A

Legal Proceedings

Takeover Bid

Halper Sadeh LLC is investigating Jamf Holding Corp. (NASDAQ: JAMF) for potential violations of federal securities laws and/or breaches of fiduciary duties to shareholders.
The investigation relates to Jamf's sale to Francisco Partners.
The sale price is $13.05 per share.

Oct 30, 2025, 4:23 PM

Press Release

Jamf Holding Corp. enters into merger agreement with Jawbreaker Parent, Inc.

JAMF

M&A

Takeover Bid

Debt Issuance

Jamf Holding Corp. entered into an Agreement and Plan of Merger with Jawbreaker Parent, Inc. and Jawbreaker Merger Sub, Inc. on October 28, 2025, under which Jamf will become a wholly owned subsidiary of Jawbreaker Parent, Inc., an affiliate of Francisco Partners Management, L.P..
At the effective time of the merger, each share of Jamf common stock will be converted into the right to receive $13.05 in cash per share.
The merger is supported by an equity commitment of up to $1,141,158,556 from Francisco Partners affiliates and debt financing commitments totaling $1,450,000,000 (including term loans, delayed draw term loans, and a revolving credit facility).
Jamf's board of directors unanimously approved the merger and recommended it to shareholders, with certain shareholders, including investment funds affiliated with Vista Equity Partners Management, LLC, John Strosahl, and Dean Hager, entering into voting agreements to support the adoption of the Merger Agreement.

Oct 30, 2025, 10:54 AM

8-K

Jamf Announces Definitive Agreement to Be Acquired by Francisco Partners

JAMF

M&A

Takeover Bid

Guidance Update

Jamf has entered into a definitive agreement to be acquired by Francisco Partners for approximately $2.2 billion, with stockholders receiving $13.05 per share in cash.
The acquisition price represents a premium of approximately 50% over Jamf's volume weighted average closing share price for the 90 days prior to September 11, 2025.
The transaction is expected to close in the first quarter of 2026, subject to customary closing conditions, and will result in Jamf becoming a privately held company, with its shares no longer listed on any public market.
Vista Equity Partners, Dean Hager, and John Strosahl, who collectively own approximately 35.3% of Jamf's outstanding shares as of October 24, 2025, have agreed to vote in favor of the transaction.
Jamf anticipates exceeding the high end of its Q3 2025 guidance ranges, with expected total revenue of $176.0 to $178.0 million and non-GAAP operating income of $41.5 to $42.5 million. The Q3 2025 financial results will be issued on November 10, 2025.

Oct 29, 2025, 11:11 AM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for Jamf Holding.

Q2 2025

Aug 7, 2025

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Q1 2025

May 6, 2025

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Jamf Holding (JAMF)

Analyst Earnings Quarterly Reports

Q3 2025

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Q1 2025

Q4 2024

Executives

John Strosahl

Beth Tschida

David Rudow

Elizabeth Benz

Jason Wudi

Jeff Lendino

Linh Lam

Michelle Bucaria

Board Members

Andre Durand

Christina Lema

David Breach

Dean Hager

Kevin Klausmeyer

Martin Taylor

Michael Fosnaugh

Vina Leite

Analyst Coverage

Jacob Roberge

Joshua Reilly

Raimo Lenschow

Koji Ikeda

Matthew Hedberg

Nicholas Jones

Patrick Walravens

Aidan Burrell

Aidan Perry

David Hynes

Isaac Piliavin

Jake Roberge

Jonathan Eisenson

Lucas Morison

Priyanka [indiscernible]

Priyanka Thapa

Samik Chatterjee

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