$JAMF Jamf provides device management software focused on Apple ecosystems. Growth depends on enterprise and education adoption. High retention supports valuation.
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$JAMF
Third Quarter 2025 Financial Highlights
Revenue: Total revenue of $183.5 million, an increase of 15% year-over-year.
ARR: ARR of $728.6 million as of September 30, 2025, an increase of 16% year-over-year.
Achieved Security ARR of $216 million as of September 30, 2025, representing 44% year-over-year growth and 30% of Jamf’s total ARR, driven by the success of our platform solutions and the Identity Automation acquisition.
Gross Profit: GAAP gross profit of $139.5 million, or 76% of total revenue, compared to $123.3 million in the third quarter of 2024. Non-GAAP gross profit of $148.1 million, or 81% of total revenue, compared to $129.9 million in the third quarter of 2024.
Operating Loss/Income: GAAP operating loss of $3.4 million, or (2)% of total revenue, compared to $15.9 million in the third quarter of 2024. Non-GAAP operating income of $47.2 million, or 26% of total revenue, compared to $27.7 million in the third quarter of 2024.
$JAMF I’m strongly against the sell offer. I think it is a joke. Retail investors paid the bills for five years and saw the vision.
And the moment this company turns profits some douchebag board is buying this for penny’s
pt 6/6: Francisco Partners to take Jamf private for $13.05/share cash (≈$2.2BN); close targeted Q1’26, stockholder & regulatory approvals required $JAMF $HACK $IGV
