Jamf's stockholders voted to approve the transaction at the Jamf's Special Meeting of Stockholders on January 8, 2026. With the completion of the transaction, Jamf's common stock will no longer be publicly listed on NASDAQ, and Jamf will continue operations as a privately held company. Advisors Citi served as exclusive financial advisor and Kirkland & Ellis LLP served as legal counsel to Jamf. RBC Capital Markets served as lead financial advisor to FP on the transaction. Goldman Sachs & Co. LLC and Deutsche ...

Core Insights - Jamf has appointed David Helfer as Chief Revenue Officer (CRO), effective immediately, to lead the sales organization and advance the company's growth strategy [1][2] - Helfer has extensive experience in scaling go-to-market teams and driving sustainable growth, particularly in infrastructure software and cybersecurity [2] - Jamf serves over 75,000 organizations across 100 countries, managing and securing over 30 million devices, emphasizing its leadership in managing Apple devices in enterprise environments [3] Company Overview - Jamf's mission is to simplify work by managing and securing an Apple experience that is both user-friendly and trusted by organizations [3] - The company is recognized as the only provider of a complete management and security solution tailored for Apple-first environments, ensuring enterprise security while maintaining consumer simplicity and personal privacy [3]

Core Viewpoint - Jamf has launched its RetailRunsOniOS World Tour, showcasing how iOS enhances modern retail operations at NRF 2026: Retail's Big Show [1] Group 1: Event Details - The event will take place from January 11-13 at the Jacob K. Javits Convention Center in New York, NY [1] - Jamf will be located at booth 5375 during the event [1] Group 2: Collaboration and Demonstration - iOS Avenue will feature demonstrations from Jamf and its Marketplace partners [1] - The focus is on how iOS connects employees and customers securely in retail environments [1]

Core Insights - Jamf has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Endpoint Management Tools, highlighting its strong position in the market [1] - The company was acknowledged for both Completeness of Vision and Ability to Execute, indicating a robust strategic direction and operational effectiveness [1] - Jamf is noted as the only Apple-first platform that integrates management, security, and AI-driven automation, providing unique advantages for organizations using Apple products [1] Company Summary - Jamf specializes in managing and securing Apple devices in the workplace, positioning itself as a standard in this niche [1] - The platform offers Apple-native depth and enterprise-grade security, which are critical for organizations looking to enhance their IT infrastructure [1] - Seamless integration with existing systems is a key feature, allowing organizations to adopt Jamf's solutions without significant disruptions [1]

Core Viewpoint - Investors are evaluating Jamf Holding (JAMF) and Amplitude, Inc. (AMPL) to determine which stock offers better value for investment at the current time [1] Group 1: Zacks Rank and Earnings Outlook - JAMF has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while AMPL has a Zacks Rank of 4 (Sell) [3] - The Zacks Rank emphasizes stocks with recent positive revisions to earnings estimates, suggesting that JAMF has an improving earnings outlook [3] Group 2: Valuation Metrics - JAMF has a forward P/E ratio of 13.14, significantly lower than AMPL's forward P/E of 103.93 [5] - JAMF's PEG ratio is 0.76, indicating it is undervalued relative to its expected earnings growth, while AMPL's PEG ratio is 2.50 [5] - JAMF's P/B ratio is 2.21, compared to AMPL's P/B of 5.93, further highlighting JAMF's relative undervaluation [6] Group 3: Value Grades - Based on valuation metrics, JAMF has earned a Value grade of B, while AMPL has received a Value grade of F [6] - The combination of Zacks Rank and Style Scores indicates that JAMF is a more attractive option for value investors compared to AMPL [6]

Summary of Jamf Holding Corp. Special Meeting of Stockholders Company Overview - **Company**: Jamf Holding Corp. (NasdaqGS: JAMF) - **Meeting Date**: January 8, 2026 - **Meeting Type**: Virtual Special Meeting of Stockholders Key Proposals Discussed 1. **Merger Proposal**: - Proposal to adopt and approve the agreement and plan of merger dated October 28, 2025, involving Jamf, Jawbreaker Parent, Inc., and Jawbreaker Merger Sub, Inc. [8] - Approval requires a majority vote from the holders of outstanding shares of Jamf Common Stock entitled to vote [10]. 2. **Compensation Proposal**: - Proposal to approve, on a non-binding advisory basis, the compensation related to the merger for Jamf's named executive officers [8]. - Approval also requires a majority vote from the shares present or represented by proxy [11]. 3. **Adjournment Proposal**: - Proposal to approve one or more adjournments of the meeting if necessary to solicit additional proxies [9]. - This proposal was deemed unnecessary as the first two proposals were approved [13]. Voting Results - A quorum was established with more than half of the 134,076,214 shares of Jamf Common Stock present in person or by proxy [6]. - Each of the proposals received the requisite number of votes for approval [12]. - The results will be reported on Form 8-K to be filed with the SEC [13]. Additional Information - The meeting was conducted to facilitate stockholder attendance and participation through a live audio webcast [2]. - Stockholders were provided with a certified list of those entitled to vote, which was available for inspection during the meeting [5]. - The meeting concluded with expressions of appreciation to stockholders and the management team for their support and efforts [14][15].

Core Viewpoint - The comparison between Jamf Holding (JAMF) and Climb Global Solutions (CLMB) indicates that JAMF is more attractive to value investors due to its stronger earnings estimate revisions and better valuation metrics [1][3]. Valuation Metrics - Jamf Holding has a forward P/E ratio of 13.11, while Climb Global Solutions has a higher forward P/E of 19.59 [5]. - The PEG ratio for JAMF is 0.76, indicating a more favorable valuation relative to its expected EPS growth, compared to CLMB's PEG ratio of 1.63 [5]. - JAMF's P/B ratio is 2.2, significantly lower than CLMB's P/B ratio of 4.58, suggesting that JAMF is undervalued compared to its book value [6]. Zacks Rank and Value Grades - Jamf Holding has a Zacks Rank of 2 (Buy), indicating a positive analyst outlook, while Climb Global Solutions has a Zacks Rank of 5 (Strong Sell) [3]. - In terms of value grades, JAMF has earned a Value grade of B, whereas CLMB has a Value grade of C, further supporting the conclusion that JAMF is the better option for value investors [6].

Core Insights - Jamf has been recognized as a Leader in multiple IDC MarketScape Reports for Unified Endpoint Management (UEM) software vendors [1] Group 1: Company Recognition - Jamf was named a Leader in the IDC MarketScape: Worldwide Unified Endpoint Management Software for Apple Devices 2025-2026 Vendor Assessment [1]

Core Thesis - Jamf Holding Corp. is positioned for significant growth due to its strong market presence in mobile device management (MDM) for Apple devices and expanding security solutions [2][5] Company Overview - Jamf is a leading enterprise software company specializing in MDM for Apple devices, serving over 75,000 customers and managing approximately 35 million devices [2] - The company has diversified its product offerings beyond MDM, with security solutions now accounting for nearly 30% of total annual recurring revenue (ARR) and growing at an annual rate of 20-30% [3] Financial Metrics - As of November 28th, Jamf's share price was $12.93, with a forward price-to-earnings (P/E) ratio of 11.44 [1] - The stock trades at 2.5 times next twelve months (NTM) revenue and 10 times NTM EBITDA, indicating market skepticism due to recent cyclical challenges and tech sector layoffs [3] Growth Indicators - Organic remaining performance obligation (RPO) bookings improved from -3% in Q2 2024 to over 20% in Q2 2025, suggesting stabilization and potential growth acceleration [4] - Jamf has tripled its last twelve months (LTM) margins to over 20% through operational efficiencies and strategic pivots, aiming for a Rule-of-40 profile by 2026 [4] Market Position and Competitive Landscape - Competitive threats from Microsoft Intune and smaller players are limited, as Jamf maintains superior functionality for Mac management and benefits from scale advantages [4] - The company is well-positioned to benefit from the ongoing adoption of Apple devices and a growing total addressable market (TAM) in security [5] Investment Potential - Jamf is expected to achieve sustained double-digit ARR growth, with potential catalysts including positive estimate revisions and multiple expansions [5] - Current valuations suggest a compelling risk/reward profile, with an upside of approximately 90% over a two-year horizon under base case scenarios [5]

Core Viewpoint - JAMF Holdings Corp is a leading provider of management and security solutions for Apple devices, particularly in workplace settings, despite facing competition from other tech firms [1] Group 1: Stock Performance and Analyst Actions - On December 3, 2025, Citigroup downgraded JAMF's stock from "Market Outperform" to "Market Perform" while the stock was priced at $12.97 [2][5] - Currently, JAMF's stock is trading at $12.97, with a slight increase of 0.01, reflecting a 0.08% change [4][5] - Over the past year, JAMF's stock has fluctuated between a high of $16.16 and a low of $7.09, with a market capitalization of approximately $1.73 billion [4] Group 2: Strategic Developments - JAMF has announced a strategic partnership with UberEther aimed at achieving FedRAMP High and DoD IL5 authorization, which will enhance security for U.S. public sector and commercial organizations [2][3][5] - The partnership with UberEther is significant as it targets top-tier security standards, potentially boosting JAMF's appeal to organizations that require high security [3]