Jamf (NASDAQ:JAMF) Posts Better-Than-Expected Sales In Q1, Full-Year Outlook Exceeds Expectations
Is now the time to buy Jamf? Find out in our full research report.
Jamf (JAMF) Q1 CY2025 Highlights:
Revenue: $167.6 million vs analyst estimates of $166.3 million (10.2% year-on-year growth, 0.8% beat)
Adjusted EPS: $0.22 vs analyst estimates of $0.21 (in line)
Adjusted Operating Income: $37.64 million vs analyst estimates of $36.37 million (22.5% margin, 3.5% beat)
The company lifted its revenue guidance for the full year to $693 million at the midpoint from $678 million, a 2.2% increase
Operating Margin: -2.5%, up from -13.9% in the same quarter last year
Free Cash Flow Margin: 0.6%, down from 4.5% in the previous quarter
Billings: $161.3 million at quarter end, up 12.7% year on year
Market Capitalization: $1.48 billion
Company Overview
Founded in 2002 by Zach Halmstad and Chip Pearson, right around the time when Apple began to dominate the personal computing market, Jamf (NASDAQ:JAMF) provides software for companies to manage Apple devices such as Macs, iPads, and iPhones.
Sales Growth
Reviewing a company's long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Over the last three years, Jamf grew its sales at a 17.7% compounded annual growth rate. Although this growth is acceptable on an absolute basis, it fell slightly short of our standards for the software sector, which enjoys a number of secular tailwinds.
Jamf Quarterly Revenue
This quarter, Jamf reported year-on-year revenue growth of 10.2%, and its $167.6 million of revenue exceeded Wall Street's estimates by 0.8%. Company management is currently guiding for a 10.1% year-on-year increase in sales next quarter.
Looking further ahead, sell-side analysts expect revenue to grow 7.3% over the next 12 months, a deceleration versus the last three years. This projection doesn't excite us and implies its products and services will face some demand challenges.
Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
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