JAMF
Jamf Holding Corp.13.01
+0.02+0.15%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.74BP/E (TTM)
-Basic EPS (TTM)
-0.31Dividend Yield
0%Recent Filings
10-Q
8-K
8-K
Jamf acquisition by Francisco Partners
Jamf Holding Corp. signed a definitive merger agreement on October 28, 2025, to be acquired by affiliates of Francisco Partners in an all-cash deal valued at $2.2 billion, with shareholders receiving $13.05 per share—a 50% premium over the 90-day volume-weighted average closing price through September 11, 2025. The transaction, unanimously approved by the board, aims to boost growth, innovation, and M&A as a private entity, while maintaining operations in Minneapolis. Closing is targeted for Q1 2026, pending shareholder and regulatory approvals. Yet risks loom if approvals falter.
8-K
Jamf Q2 revenue up 15%
Jamf reported Q2 2025 revenue of $176.5 million, up 15% year-over-year, with ARR hitting $710 million, also up 14%. Adjusted EBITDA surged 40% to $35.3 million, fueled by 40% growth in security ARR to $203 million after the April 1 Identity Automation acquisition. A $400 million Term Loan A closed May 21 to fund the deal and note repurchases. The company launched a reinvestment plan for go-to-market and AI, boosting full-year revenue guidance to $701–$704 million. Forward-looking results may vary due to market risks.
10-Q
Q2 FY2025 results
Jamf's Q2 revenue climbed 15% year-over-year to $176.5 million, fueled by 16% subscription growth to $172.8 million, while gross margin dipped to 75% from 77% amid higher hosting and personnel costs. Operating loss narrowed to $15.0 million from $20.0 million, thanks to disciplined spending, though net loss edged up to $20.9 million or $0.16 per diluted share on interest from the new $400 million term loan. Cash swelled to $481.5 million after the loan proceeds, supporting the April acquisition of Identity Automation for $216.1 million in cash—recognizing $155.6 million goodwill and $71.5 million intangibles amortized over 5.8 years—bolstering identity management for education and healthcare. Free cash flow turned positive at $37.9 million (derived). Yet integration risks loom large.
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