Jamf Holding Corp.
12.85+1.70 (+15.2%)
Oct 29, 4:00:00 PM EDT · NasdaqGS · JAMF · USD
Key Stats
Market Cap
1.71BP/E (TTM)
-Basic EPS (TTM)
-0.38Dividend Yield
0%Recent Filings
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.
8-K
Jamf's workforce cut for reinvestment
Jamf launched a strategic reinvestment plan on July 15, 2025, cutting 6.4% of its workforce to slash costs, boost margins, and fund growth in enterprise sales and AI tools. This follows system upgrades revealing fresh opportunities, with Q2 2025 revenue and non-GAAP operating income set to top prior guidance of $167.5-$169.5 million and $29.5-$30.5 million. Charges will hit $11.0-$12.5 million, mostly in Q3, wrapping by year-end. Local laws may delay some cuts.
8-K
Jamf trims board at annual meeting
Jamf Holding Corp. held its 2025 Annual Meeting on June 10, shrinking its board from eleven to nine directors after Charles Guan and Virginia Gambale opted not to stand for reelection. Shareholders elected Dean Hager and Martin Taylor as directors, with Hager receiving 101,970,517 FOR votes and Taylor 97,629,639. They approved executive compensation advisory and ratified the accounting firm. Vina Leite steps in on the Audit Committee. Board refresh streamlines governance.
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