Overview
Jamf Q3 2025 revenue rises 15% yr/yr, beating analyst expectations
Adjusted operating income for Q3 beats analyst estimates
ARR grows 16% yr/yr, with security ARR up 44%
Outlook
Company suspends financial guidance for Q4 and full fiscal year 2025
Jamf's pending acquisition by Francisco Partners affects guidance provision
Result Drivers
SECURITY SOLUTIONS - Security ARR grew 44% yr/yr, driven by platform solutions and Identity Automation acquisition
CASH FLOW IMPROVEMENT - Cash flow from operations increased 213% yr/yr, indicating improved operational efficiency
ARR GROWTH - Total ARR increased 16% yr/yr, contributing to revenue rise
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $183.50 mln | $177.41 mln (10 Analysts) |
Q3 Adjusted Operating Income | Beat | $47.20 mln | $42.13 mln (10 Analysts) |
Q3 Annual Recurring Revenue | $728.60 mln | ||
Q3 Gross Profit | $139.50 mln | ||
Q3 Operating Income | -$3.40 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy."
Wall Street's median 12-month price target for Jamf Holding Corp is $13.00, about 1% above its November 7 closing price of $12.87
The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 9 three months ago
Press Release: ID:nBw3ymxnGa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)