Jamf Holding Corp. earnings

Jamf delivered a much cleaner quarter on the top line and a smaller loss. Revenue for FY2025 Q3 was $183.5 million, up 15.2% from the prior-year quarter. Year-to-date revenue reached $527.6 million, up 13.6%.

Jamf reported second quarter revenue of $176.5 million, up 15.3% from the prior-year quarter. Year-to-date revenue reached $344.1 million, up 12.8%. Subscription revenue accounted for 98% of total revenue.

Jamf reported first-quarter fiscal 2025 total revenue of $167.62 million, up 10.2% from $152.12 million in the prior-year quarter. GAAP gross profit was $130.52 million, up from $117.03 million. Gross margin was 77.9%, up from 76.9%. The GAAP operating loss narrowed to $4.16 million from $21.11 million.

Jamf closed fiscal 2024 with $163.0 million in fourth-quarter revenue, up 8.2% from the prior-year quarter. Full-year revenue reached $627.4 million, up 11.9%. Gross profit was $127.8 million in the quarter, up 8.8%, and $486.1 million for the year, up 11.9%.

Jamf reported FY2024 Q3 revenue of $159.3 million, up 12% from $142.6 million in FY2023 Q3. Gross profit rose to $123.3 million from $110.4 million, and gross margin was 77.4%, flat versus the prior-year quarter.

Jamf's second quarter of fiscal 2024 produced $153.0 million in revenue, up 13.3% from the prior-year quarter. Gross profit rose 13.2% to $118.0 million, and gross margin was 77.1%, flat with the prior-year quarter. The company still reported a GAAP operating loss, but it narrowed 46.9% to $20.0 million.

Jamf reported first quarter fiscal 2024 total revenue of $152.1 million, up 15.1% from the prior-year quarter. Gross profit was $117.0 million, up 14.2%, while gross margin slipped to 76.9%, down 0.6 percentage points from the prior-year quarter.

Jamf closed fiscal 2023 with fourth-quarter revenue of $150.6 million, up 15.6% year over year. Full-year revenue reached $560.6 million, up 17.1%. GAAP gross profit was $117.5 million for the quarter, up 17.6%, and $434.5 million for the full year, up 20.8%.

Jamf's fiscal 2023 third quarter produced revenue of $142.6 million, up 14.5% from the prior-year quarter. Gross profit rose 18.2% to $110.4 million, and gross margin reached 77.4%, up 2.4 percentage points. Costs below the gross line still outrun the top line.

Jamf reported fiscal 2023 second quarter revenue of $135.09 million, up 16.8% from $115.64 million in the prior-year quarter. Year-to-date revenue was $267.30 million, up 19.4% from $223.90 million.

Jamf closed its fiscal 2023 first quarter with total revenue of $132.2 million, up 22.1% from $108.3 million in the prior-year quarter. Gross profit rose 28.0% to $102.5 million, and gross margin climbed to 77.5% from 73.9% a year earlier.

Jamf closed fiscal 2022 with a fourth quarter that showed solid top-line growth but a full year with a much wider operating loss. Fourth-quarter revenue was $130.3 million, up 25.5% from the prior-year quarter. Full-year revenue was $478.8 million, up 30.7%.

Jamf reported third-quarter revenue of $124.6 million, up 30.3% from the prior-year quarter. Revenue for the nine months ended September 30, 2022 was $348.5 million, up 32.7% from the prior-year period. Gross profit was $93.4 million, up 35.0%, and gross margin was 75.0%, up 2.6 percentage points.

Jamf reported fiscal 2022 second quarter revenue of $115.6 million, up 34.1% year over year. Gross profit was $86.2 million, up 28.9%. Gross margin slipped 3.0 percentage points to 74.6%. The company posted a GAAP operating loss of $61.8 million, and the loss widened from the prior-year quarter.

Jamf reported first quarter fiscal 2022 revenue of $108.3 million, up 34% from the prior-year quarter. Total revenue increased by $27.5 million. Gross profit rose 26% to $80.0 million, an increase of $16.6 million, but gross margin fell to 73.9% from 78.6%.

Jamf ended fiscal 2021 with strong top-line momentum. Fourth quarter revenue reached $103.8 million, up 36.1% from the prior-year quarter. Fiscal year revenue was $366.4 million, also up 36.1%. Annual recurring revenue was $412.5 million as of December 31, 2021, up 45% year over year.

Jamf closed FY2021 Q3 with revenue of $95.6 million, up 35.5% from the prior-year quarter. Gross profit was $69.2 million, up 24.8%, while gross margin fell to 72.3%, down 6.2 percentage points. The operating loss widened to $29.9 million, and operating margin was -31.2%, down 30.4 percentage points.

Jamf reported fiscal 2021 second quarter revenue of $86.2 million, up 38.5% from $62.3 million in the prior-year quarter. Subscription revenue accounted for 94% of the total in both periods. Gross profit rose 37.5% to $66.9 million.

Jamf opened fiscal year 2021 with strong top-line growth. Total revenue for the first quarter ended March 31, 2021 was $81.2 million, up 34.4% year over year. Recurring revenue reached $74.9 million, up 37%, and annual recurring revenue was $308.0 million as of March 31, 2021, also up 37%.