Jamf Holding Corp

Latest Results (12.10.2025):

Jamf Holding Corp reported strong financial performance for the second quarter of 2025, showcasing a 15% year-over-year increase in total revenue to $176.5 million. Despite an 8% growth in net loss, the company achieved a significant 40% rise in adjusted EBITDA, highlighting its continued focus on operational efficiency and strategic investments aimed at long-term growth.

Revenue Growth

Jamf achieved total revenue of $176.5 million in Q2 2025, marking a 15% increase compared to the same quarter last year. This growth was supported by a 14% rise in Annual Recurring Revenue (ARR) to $710.0 million.

Adjusted EBITDA Improvement

The company reported an adjusted EBITDA of $35.3 million for Q2 2025, reflecting a 40% year-over-year growth. This improvement underscores Jamf's effective cost management and enhanced operational performance.

Strategic Investments

Jamf initiated a strategic reinvestment plan focused on expanding its go-to-market functions and accelerating AI capabilities. These investments are aimed at driving long-term growth, improving operational efficiency, and enhancing shareholder value.

Business Developments

During the quarter, Jamf successfully acquired Identity Automation and completed a $400 million Term Loan A to finance this acquisition and other corporate purposes. Additionally, the company showcased its latest platform advancements at Jamf Nation Live events across the U.S. and Europe.

Financial Outlook

For Q3 2025, Jamf expects total revenue between $176.0 and $178.0 million and non-GAAP operating income of $41.5 to $42.5 million. For the full year 2025, the company anticipates total revenue of $701.0 to $704.0 million and non-GAAP operating income of $153.5 to $155.5 million, along with a projected 75% growth in unlevered free cash flow.