Latest news with #Apple-first
Yahoo
07-05-2025
- Business
- Yahoo
Jamf Holding Corp (JAMF) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ...
Q : What is the strategy for marketing Jamf for Mac compared to the Jamf business plan? A : John Strossel, CEO, clarified that the Jamf business plan targets smaller businesses, while Jamf for Mac is designed for enterprise customers. The enterprise solution is tailored to meet the needs of larger organizations, offering a more comprehensive security and management package. Q : How does Jamf plan to expand the identity automation solution beyond the education market into commercial markets? A : John Strossel, CEO, explained that while the initial focus is on education, there is significant potential to extend the solution to commercial markets. The solution's ability to dynamically adjust access and security policies based on context is beneficial for industries like retail and healthcare. Henry Patel, Chief Strategy Officer, added that the goal is to enhance workflows by tying identity to devices, particularly focusing on Apple devices. Despite strong demand, the company maintained its revenue outlook due to uncertainties in the macroeconomic environment. The company faces headwinds from currency fluctuations, with a $2 to $3 million impact expected for the remainder of the year. Unlevered free cash flow margin decreased slightly to 12.3% due to the timing of billings and collections. Recurring revenue, while growing at 11%, represents 98% of total revenues, indicating a decline in less strategic sources such as services and licenses. The acquisition of Identity Automation is expected to enhance Jamf's Apple-first security platform, particularly in mobile-centric industries, and expand their presence in education with over 500 customers. The successful launch of new platform solutions, Jamf for Mac and Jamf for K-12, has enhanced their platform capabilities and driven strong education performance. Total Annual Recurring Revenue (ARR) grew by 9% year-over-year to $658 million, with strong new logo bookings in both commercial and education sectors. For the complete transcript of the earnings call, please refer to the full earnings call transcript . Story continues Q: Why did Jamf maintain its guidance despite strong demand? A: David Ruto, CFO, stated that while demand remains strong, maintaining guidance is a prudent approach given the current macroeconomic uncertainties. The company is monitoring the market closely and will adjust guidance if necessary. Q: How does the weakening USD impact Jamf's international demand and pricing strategy? A: David Ruto, CFO, explained that Jamf has transitioned to billing in local currencies, which provides flexibility and could potentially drive demand. However, the weakening USD has a negative impact on costs due to international expenses. Q: What has been the initial reception of the identity automation acquisition from customers and partners? A: John Strossel, CEO, noted that the acquisition has been well-received, with the first deal closed shortly after the acquisition. The integration with existing go-to-market strategies is progressing well, and the company is optimistic about expanding into new industries beyond education. Q: Can you elaborate on the drivers behind the acceleration in net new ARR? A: John Strossel, CEO, highlighted that the release of Mac for Enterprise and Mobile for Enterprise contributed to the acceleration. The demand for mobile security and management solutions remains strong, particularly in sectors like healthcare and financial services. Q: How might potential tariffs on Apple devices affect Jamf's business? A: John Strossel, CEO, mentioned that while there is no direct impact, an increase in Apple device adoption due to tariff-related purchases could expand Jamf's footprint. Apple has historically navigated such challenges effectively. Q: What is the outlook for Jamf's cloud marketplace momentum, particularly with Azure? A: John Strossel, CEO, expressed optimism about the Azure marketplace, noting early traction and pipeline building. The company expects Azure to perform similarly to AWS, which has been a strong channel for Jamf. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Globe and Mail
15-04-2025
- Business
- Globe and Mail
Jamf to Report First Quarter 2025 Financial Results on May 6, 2025
MINNEAPOLIS, April 15, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today it will report first quarter 2025 financial results for the period ended March 31, 2025, following the close of the market on Tuesday, May 6, 2025. On that day, management will host a conference call and webcast at 3:30 p.m. CT (4:30 p.m. ET) to discuss the company's business and financial results. Jamf First Quarter 2025 Earnings Conference Call When: Tuesday, May 6, 2025 Time: 3:30 p.m. CT (4:30 p.m. ET) Live Webcast: The conference call will be webcast live on Jamf's Investor Relations website at Those parties interested in participating via telephone may register on Jamf's Investor Relations website or by clicking here. Replay: A replay of the call will be available on the Investor Relations website beginning on May 6, 2025, at approximately 6:00 p.m. CT (7:00 p.m. ET). About Jamf Jamf's purpose is to simplify work by helping organizations manage and secure an Apple experience that end users love and organizations trust. Jamf is the only company in the world that provides a complete management and security solution for an Apple-first environment designed to be enterprise secure, consumer simple and protect personal privacy. To learn more, visit: Media Contact: media@
Yahoo
15-04-2025
- Business
- Yahoo
Jamf to Report First Quarter 2025 Financial Results on May 6, 2025
MINNEAPOLIS, April 15, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today it will report first quarter 2025 financial results for the period ended March 31, 2025, following the close of the market on Tuesday, May 6, 2025. On that day, management will host a conference call and webcast at 3:30 p.m. CT (4:30 p.m. ET) to discuss the company's business and financial results. Jamf First Quarter 2025 Earnings Conference Call When: Tuesday, May 6, 2025 Time: 3:30 p.m. CT (4:30 p.m. ET) Live Webcast: The conference call will be webcast live on Jamf's Investor Relations website at Those parties interested in participating via telephone may register on Jamf's Investor Relations website or by clicking here. Replay: A replay of the call will be available on the Investor Relations website beginning on May 6, 2025, at approximately 6:00 p.m. CT (7:00 p.m. ET). About Jamf Jamf's purpose is to simplify work by helping organizations manage and secure an Apple experience that end users love and organizations trust. Jamf is the only company in the world that provides a complete management and security solution for an Apple-first environment designed to be enterprise secure, consumer simple and protect personal privacy. To learn more, visit: Investor Contact:Jennifer Gaumondir@ Media Contact:media@ in to access your portfolio
Associated Press
19-02-2025
- Business
- Associated Press
Jamf named as a Representative Vendor in the 2025 Gartner® Market Guide for Endpoint Management Tools
MINNEAPOLIS, Feb. 19, 2025 (GLOBE NEWSWIRE) -- Today, J amf (NASDAQ: JAMF) the standard in managing and securing Apple at work, announced it has been included as a Representative Vendor in the 2025 Gartner® Market Guide for Endpoint Management Tools. As the report points out: ' Using a unified endpoint management (UEM) tool remains the best approach to managing the entire employee device fleet. However, Gartner clients frequently report UEM feature gaps with nonstandard devices and challenges with patching speed, custom reporting and complex migrations.' 'We're proud to be named in this latest report,' said Henry Patel, Chief Strategy Officer at Jamf. 'We're seeing more and more market validation of what we've long known at Jamf – that specialized expertise matters when it comes to Apple device management. Jamf's speed, reliability, and feature completeness allow us to close those feature gaps experienced by customers attempting to apply traditional UEM tools to Apple devices.' Dedicated Apple-first solutions like Jamf remain essential. Jamf is the only security and management platform for the Apple ecosystem. This strategic approach addresses the feature gaps of traditional UEMs by providing the following: Seamless support for macOS, iOS, iPadOS, watchOS and visionOS with same-day compatibility for Apple updates, which is not always the case for platform-agnostic UEM vendors. Security capabilities—such as endpoint and network protection, compliance enforcement, and Zero Trust Network Access—that are designed to complement Apple's built-in security stack rather than overlap with it. Patching and update capabilities for Apple devices that outperform general-purpose UEMs, ensuring immediate security updates without waiting for third-party integrations. Automated Mac provisioning, compliance monitoring, and streamlined workflows to ensure IT teams can manage Macs with minimal effort beyond enrollment. Integrations with Microsoft Entra ID, Intune, Okta, Google, and other security tools to ensure Apple devices fit seamlessly within enterprise security stacks. Gartner, Market Guide for Endpoint Management Tools, By Tom Cipolla, Lina Al Dana, Sunil Kumar, 13 January 2025. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. About Jamf Jamf's purpose is to simplify work by helping organizations manage and secure an Apple experience that end users love and organizations trust. Jamf is the only company in the world that provides a complete management and security solution for an Apple-first environment that is enterprise secure, consumer simple and protects personal privacy. To learn more, visit
Yahoo
30-01-2025
- Business
- Yahoo
Jamf to Report Fourth Quarter 2024 Financial Results on February 27, 2025
MINNEAPOLIS, Jan. 30, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today it will report fourth quarter and fiscal year 2024 financial results for the period ended December 31, 2024, following the close of the market on Thursday, February 27, 2025. On that day, management will host a conference call and webcast at 3:30 p.m. CT (4:30 p.m. ET) to discuss the company's business and financial results. Jamf Fourth Quarter 2024 Earnings Conference Call When: Thursday, February 27, 2025 Time: 3:30 p.m. CT (4:30 p.m. ET) Live Webcast: The conference call will be webcast live on Jamf's Investor Relations website at Those parties interested in participating via telephone may register on Jamf's Investor Relations website or by clicking here. Replay: A replay of the call will be available on the Investor Relations website beginning on February 27, 2025, at approximately 6:00 p.m. CT (7:00 p.m. ET). About Jamf Jamf's purpose is to simplify work by helping organizations manage and secure an Apple experience that end users love and organizations trust. Jamf is the only company in the world that provides a complete management and security solution for an Apple-first environment that is enterprise secure, consumer simple and protects personal privacy. To learn more, visit: Investor Contact:Jennifer Gaumondir@ Media Contact:media@ in to access your portfolio
