NASDAQ$JAMF

Jamf Holding Corp. · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Jamf reported Q3 2025 revenue of $183.5M with a net loss of $4.5M and non-GAAP diluted EPS of $0.56.

Third-quarter total revenue grew 15% to $183.5 million, driven by subscription growth including Identity Automation. GAAP net loss was $4.5 million, or $(0.03) per diluted share, versus $(0.10) a year ago. Non-GAAP net income was $34.8 million and adjusted EBITDA was $52.3 million.

  • Q3 revenue $183.5M (+15% YoY).
  • GAAP net loss $4.5M; non-GAAP EPS $0.56.
  • Subscription revenue 98% of total revenue.
  • Adjusted EBITDA $52.3M.

Headline financials

Total Revenue

$183M

Previous: $159M+15.2%
EPS (adj)

$0.56

Previous: -$0.10+660.0%
Annual Recurring Revenue

$729M

Previous: $630M+15.7%
Security ARR

$216M

Previous: $150M+44.0%
Dollar-based Net Retention Rate

104.0%

No prior period
Capital Expenditures

-$4.58M

Previous: -$6.67M+31.5%
Net Income

-$4.51M

Previous: -$12.2M+63.1%
Operating Income

-$3.42M

Previous: -$15.9M+78.5%
Gross Profit

$140M

Previous: $123M+13.2%

Revenue & EPS history

Jamf · Revenue · Quarterly

$183M

Q3 2025+15.2%vs Q3 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

The filing discusses Jamf's outlook, capital deployment, and key risks without relying solely on numeric EPS guidance.

Tailwinds

  • Jamf cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.

Headwinds

  • GAAP profitability remained under pressure in the quarter.
  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect 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 Q3 2025

Historical avgQ3 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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