Jamf Holding (JAMF) Company Report

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

Jamf Holding Discusses Q2 Performance and Strategic Reinvestment Plan

JAMF

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

Jamf reported a strong Q2 with EBITDA growing 50% and unlevered free cash flow in the 40%-50% range, alongside 1,600 basis points of margin improvement over the last three years.
The company is executing a strategic reinvestment plan, announced in July, to reaccelerate growth by reallocating sales resources from the SMB market to enterprise and channel investments, and trimming middle management.
The Identity Automation acquisition, closed on April 1st, is showing good traction, expanding Jamf's reach into education and healthcare with a device-agnostic, user-based identity management solution, and offers significant international sales opportunities to its 40,000 education customers.
Jamf has expanded its product offerings, including the release of Android management on July 1st, which has already led to new deals, and continues to see strong traction with its platform solutions (Jamf for Mac, Jamf for Mobile) and international growth.

Sep 10, 2025, 7:30 PM

Transcript

Jamf Holding Discusses Q2 Performance and Strategic Growth Initiatives

JAMF

Revenue Acceleration/Inflection

New Projects/Investments

Product Launch

Jamf reported a strong Q2 with EBITDA growth of approximately 50% and levered free cash flow growth in the 40-50% range, alongside 1,600 basis points of margin improvement over the last three years.
The company is implementing a strategic reinvestment plan, announced in July, to reaccelerate growth by reallocating resources from the SMB market to enterprise and channel investments, including adding quota capacity sales teams.
Jamf is seeing good traction with new platform solutions (Jamf for Mac and Jamf for Mobile) and very good new logo performance in Q1 and Q2, driven by bundled deals and competitive wins.
The Identity Automation acquisition, which closed on April 1st, is gaining traction in education and healthcare, and Jamf also launched Android management support on July 1, expanding its market reach.
Management prioritizes growth and aims for a higher growth with lower margins equation, while still optimizing costs and remaining committed to the Rule of 40.

Sep 10, 2025, 7:30 PM

Transcript

Jamf Announces Q2 2025 Results and Strategic Initiatives

JAMF

Earnings

Guidance Update

M&A

Jamf reported Q2 2025 revenue of $176.5 million, representing 15% year-over-year growth, and Annual Recurring Revenue (ARR) of $710.0 million, a 14% growth.
The company achieved Non-GAAP Operating Income of $33.5 million (19% margin) and Adjusted EBITDA of $35.3 million (20% margin) in Q2 2025, reflecting 42% and 40% year-over-year growth respectively.
Jamf completed the acquisition of Identity Automation on April 1, 2025, which expands its security offerings. Additionally, on July 15, 2025, the company announced a strategic reinvestment plan to support continued business success, including accelerating investments in AI capabilities.
For fiscal year 2025, Jamf anticipates revenue between $701.0 million and $704.0 million, representing 12% growth, and expects Unlevered Free Cash Flow Growth of over 75%.

Aug 7, 2025, 8:30 PM

Presentation

Jamf: Highlights from Bank of America Global Technology Conference 2025

JAMF

M&A

Product Launch

New Projects/Investments

Jamf detailed its evolution from managing education devices to expanding into commercial and security solutions, with 25% of ARR in education and its ongoing global expansion, including the recent identity automation acquisition closed on April 1, 2025.
Executives emphasized integrated platform solutions that streamline management across Apple and Android devices, aiming for enhanced customer retention and a unified device management approach in mixed environments.
The discussion included strategies for margin expansion and capital allocation, targeting a “Rule of 40” run rate by fiscal 2026 Q4, with details on deferred consideration and leveraging new SKUs for further growth.

Jun 5, 2025, 8:11 PM

Jamf Discusses Strategic Growth, Product Expansion, and Financial Initiatives

JAMF

M&A

New Projects/Investments

Debt Issuance

Jamf reiterated its leadership in managing and securing Apple devices and highlighted its strong market position, noting robust international expansion and significant opportunities in mobile management.
The company outlined new platform initiatives, including the launch of Jamf for Mobile with Android support and the integration of its recent identity automation acquisition to enhance customer solutions.
Jamf also discussed ongoing margin expansion efforts and detailed recent financial actions, such as closing a term loan to support debt management and executing a convert buyback strategy.

Jun 4, 2025, 2:25 AM

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

Q2 2025

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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