NASDAQ$JAMF

Jamf Holding Corp. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

JAMF reported Q4 2024 revenue of $163.0M.

For Q4 2024, JAMF reported Revenue was $163.0M. Management discusses operating trends, liquidity, and outlook in the filing.

  • Revenue $163.0M for Q4 2024.
  • MD&A highlights operating priorities, liquidity, and sector risks.
  • MD&A highlights operating priorities, liquidity, and sector risks.

Headline financials

Total Revenue

$163M

Previous: $151M+8.2%
EPS (adj)

$0.19

Previous: $0.13+46.2%
Annual Recurring Revenue

$646M

Previous: $589M+9.8%
Security ARR

$156M

No prior period
Dollar-based Net Retention Rate

104.0%

Previous: 108.0%-3.7%
Net Income

-$16.4M

Previous: -$17.4M+5.6%
Operating Income

-$12.2M

Previous: -$15.4M+21.0%
Gross Profit

$128M

Previous: $109M+17.7%

Revenue & EPS history

Jamf · Revenue · Quarterly

$163M

Q4 2024+8.2%vs Q4 2023
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 operating priorities, capital allocation, and demand trends.

Tailwinds

  • Management outlines strategic priorities and cost actions.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year 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 Q4 2024

Historical avgQ4 2024

-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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