Jamf Earnings: What To Look For From JAMF
Jamf beat analysts' revenue expectations by 0.8% last quarter, reporting revenues of $167.6 million, up 10.2% year on year. It was a mixed quarter for the company, with full-year revenue guidance topping analysts' expectations but annual recurring revenue in line with analysts' estimates.
Is Jamf a buy or sell going into earnings? Read our full analysis here, it's free.
This quarter, analysts are expecting Jamf's revenue to grow 10.2% year on year to $168.6 million, slowing from the 13.3% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.18 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Jamf has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 1.1% on average.
Looking at Jamf's peers in the automation software segment, some have already reported their Q2 results, giving us a hint as to what we can expect. ServiceNow delivered year-on-year revenue growth of 22.4%, beating analysts' expectations by 2.9%, and Microsoft reported revenues up 18.1%, topping estimates by 3.5%. ServiceNow traded up 4.3% following the results while Microsoft was also up 3.8%.
Read our full analysis of ServiceNow's results here and Microsoft's results here.
The euphoria surrounding Trump's November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the automation software stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.4% on average over the last month. Jamf is down 19.8% during the same time and is heading into earnings with an average analyst price target of $16 (compared to the current share price of $7.15).
Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
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