NASDAQ$JAMF

Jamf Holding Corp. · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Jamf reported Q2 2025 total revenue of $176.5M with a net loss of $20.9M and diluted loss per share of $0.16.

Total revenue grew to $176.5 million on Apple enterprise management demand while net loss was $20.9 million ($0.16 diluted loss per share). Subscription revenue and platform expansion with MSP partners supported top-line growth.

  • Q2 total revenue $176.5M.
  • Net loss $20.9M; diluted loss per share $0.16.
  • Apple device management demand in enterprise and education.
  • Subscription mix supports recurring revenue.
  • Competition and sales efficiency affect path to profitability.

Headline financials

Total Revenue

$177M

Previous: $153M+15.3%
EPS (adj)

-$0.16

Previous: -$0.15-6.7%
Annual Recurring Revenue

$710M

Previous: $622M+14.2%
Security ARR

$203M

Previous: $0.00
Dollar-based Net Retention Rate

103.0%

Previous: 106.0%-2.8%
ARR from Management Solutions

71.0%

Previous: 77.0%-7.8%
ARR from Security Solutions

29.0%

Previous: 23.0%+26.1%
ARR from Commercial Customers

74.0%

Previous: 74.0%+0.0%
ARR from Education Customers

26.0%

Previous: 26.0%+0.0%
Capital Expenditures

-$3.86M

Previous: -$2.73M-41.1%
Net Income

-$20.9M

Previous: -$19.3M-8.4%
Operating Income

-$15M

Previous: -$20M+25.0%
Gross Profit

$133M

Previous: $118M+12.5%

Revenue & EPS history

Jamf · Revenue · Quarterly

$177M

Q2 2025+15.3%vs Q2 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

Jamf discusses outlook, capital allocation, and key risks for upcoming periods in the filing.

Tailwinds

  • Jamf cites execution on strategic and operating priorities.
  • Liquidity supports ongoing operations and investment.
  • Management monitors demand and cost trends.

Headwinds

  • Macro uncertainty may pressure volumes or margins.
  • Competitive dynamics in core markets.
  • One-time items can affect quarter-to-quarter comparability.

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 Q2 2025

Historical avgQ2 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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