NASDAQ$JAMF

Jamf Holding Corp. · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Jamf reported Q1 2025, revenue of $167.6M, net income of $529K, diluted EPS of $0.00.

For Q1 2025, Jamf reported revenue of $167.6M, net income of $529K, diluted EPS was $0.00. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $167.6M.
  • Net income $529K.
  • Diluted EPS $0.00.

Headline financials

Total Revenue

$168M

Previous: $152M+10.2%
EPS (adj)

$0.00

Previous: $0.14-100.0%
Annual Recurring Revenue

$658M

No prior period
Security ARR

$162M

No prior period
Capital Expenditures

-$3.05M

Previous: -$1.76M-73.7%
Net Income

$529K

Previous: -$20.5M+102.6%
Operating Income

-$4.16M

Previous: -$21.1M+80.3%
Gross Profit

$131M

Previous: $117M+11.5%

Revenue & EPS history

Jamf · Revenue · Quarterly

$168M

Q1 2025+10.2%vs Q1 2024
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Jamf · $132M total across 3 segments · Q1 2023

  • Subscription Revenue
    $127M+24.5%
  • Services
    $4.38M+11.2%
  • License
    $598K-71.7%

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-3.8%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-3.7%

Avg return

30 days after

33%

8 / 24 earnings

Positive

+7.5%

Q2 2025

Best reaction

-26.4%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025+0.1%+0.0%+1.0%
Q2 2025+7.5%+17.2%+24.9%
Q1 2025-4.1%+3.7%-6.1%
Q4 2024-7.1%-3.9%-11.9%
Q3 2024-9.3%-12.9%-12.9%
Q2 2024+3.2%+2.0%+8.3%
Q1 2024-5.0%-2.9%-26.4%
Q4 2023-9.5%-11.6%-7.8%
Q3 2023-3.5%-2.2%+2.8%
Q2 2023-16.8%-10.1%-16.3%
Q1 2023-0.2%+2.2%+3.4%
Q4 2022-3.9%-0.4%-12.4%
Q3 2022+2.4%+5.3%+2.7%
Q2 2022-1.0%-0.8%-14.8%
Q1 2022-10.9%-0.1%+10.4%
Q4 2021+0.5%
Q3 2021-26.4%
Q4 2018+2.8%
Q2 2021+2.1%
Q1 2021-3.3%
Q4 2020-7.0%
Q3 2020+4.3%
Q4 2019-6.3%
Q2 2020-0.3%
Q1 2020
Q3 2019
Q2 2019
Q1 2019

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