JAMF
Jamf Holding Corp.13.01
+0.02+0.15%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
1.74BP/E (TTM)
-Basic EPS (TTM)
-0.31Dividend Yield
0%Recent Filings
8-K
Jamf merger closes at $13.05/share
Jamf Holding completed its merger with Jawbreaker Merger Sub, an affiliate of Francisco Partners, on January 30, 2026, for $13.05 per share in cash, totaling ~$2.2B enterprise value. The deal delisted shares from NASDAQ, converting them to cash while triggering note holder options to convert at $13.05 per share or repurchase at par by April 20. Francisco Partners eyes accelerated growth.
8-K
Stockholders approve Francisco Partners merger
Jamf Holding stockholders overwhelmingly approved the merger with affiliates of Francisco Partners on January 8, 2026, with 115 million FOR votes against 231,000 against on the merger proposal. The advisory compensation vote passed handily too. Deal awaits regulatory nods; risks include delays or termination.
8-K
Jamf supplements merger proxy
Jamf disclosed supplemental proxy details on December 30, 2025, addressing three stockholder lawsuits alleging misleading merger disclosures for its Francisco Partners buyout, ahead of the January 8, 2026 special meeting. Additions cover outreach to 15 parties, Kirkland & Ellis relationships, and growth forecast assumptions like 8-12% revenue rebound and 23-32% adjusted EBITDA margins. Lawsuits lack merit, per Jamf. More suits possible.
8-K
Q3 revenue up 15%, ARR +16%
Jamf posted Q3 revenue of $183.5M, up 15% year-over-year, with ARR hitting $728.6M (16% growth) and Security ARR surging 44% to $216M via platform wins and Identity Automation. GAAP loss narrowed to $4.5M from $12.2M; non-GAAP operating income jumped to $47.2M. Pending Francisco Partners buyout suspends guidance. Cash flows soared.
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