Core Insights - Amplifier Security has announced a partnership with Jamf to enhance user security and employee experience through AI-powered automation [1][7] - The integration aims to automate compliance tasks for Mac devices, addressing the challenges of user engagement in security processes [2][5] Group 1: Partnership Overview - The alliance between Amplifier and Jamf focuses on improving user security by automating compliance through AI, which will help close security gaps more efficiently [1][4] - The partnership reflects a shared vision of integrating security and productivity, allowing users to manage security actions collaboratively [4][7] Group 2: Technology Integration - The integration provides a seamless setup for administrators, enabling them to trigger user interactions via platforms like Slack and Teams for policy actions [5] - Amplifier's technology allows for calendar-based scheduling of security actions, empowering users while maintaining IT control [5][11] Group 3: Product Offering - Amplifier is launching a free product tier for Jamf customers, allowing one Smart Group automation without user or device limits, facilitating easy compliance actions [6] - This initiative aims to encourage companies to adopt AI-powered automation without financial commitments [6] Group 4: Industry Engagement - Amplifier will showcase its innovations at the RSA Conference, highlighting its focus on user security automation and improved user experience [10][11] - The company aims to demonstrate how its solutions can enhance everyday security workflows that employees appreciate [7][10]

Core Viewpoint - Jamf will report its first quarter 2025 financial results on May 6, 2025, and will host a conference call to discuss these results [1][2]. Group 1: Financial Reporting - The financial results for the period ended March 31, 2025, will be announced after market close on May 6, 2025 [1]. - A conference call and webcast will take place at 3:30 p.m. CT (4:30 p.m. ET) on the same day to discuss the company's business and financial results [1][2]. Group 2: Company Overview - Jamf specializes in managing and securing Apple devices in the workplace, aiming to simplify work for organizations [3]. - The company offers a complete management and security solution tailored for Apple-first environments, focusing on enterprise security, consumer simplicity, and personal privacy protection [3].

He also leads the investing group IPO Edge , which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to init ...

Core Insights - Jamf has completed the acquisition of Identity Automation, enhancing its capabilities in identity and access management for dynamic environments like education and healthcare [1][2] - The acquisition adds nearly 90 employees to Jamf and introduces a key product differentiator: dynamic identity management, which adjusts access and security policies in real time [2][3] - This move positions Jamf as a unique provider of comprehensive Apple-focused solutions for device management and security, integrating its expertise with Identity Automation's technology [3] Company Overview - Jamf aims to simplify work by managing and securing Apple experiences that users love and organizations trust, being the only company offering a complete management solution for Apple-first environments [4] - Identity Automation specializes in IAM solutions for educational institutions, providing security capabilities and automation to enhance learning environments [5] Strategic Implications - The integration of Identity Automation's adaptive identity technology with Jamf's endpoint management is expected to streamline user experiences within a single platform [3] - The acquisition is anticipated to provide organizations with a more efficient way to manage identity and access, thereby increasing productivity in dynamic settings [4]

MINNEAPOLIS, March 25, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, has been honored by CRN®, a brand of The Channel Company, with a 5-Star Award in the 2025 CRN Partner Program Guide. This annual guide is an essential resource for solution providers seeking vendor partner programs that match their business goals and deliver high partner value. The extensive support and resources technology vendors offer through their partner programs are a critical cons ...

Identity Automation adds dynamic and automated role-based access capability to Jamf’s endpoint management and security platformMINNEAPOLIS, March 03, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced it signed a definitive agreement to acquire Identity Automation. Identity Automation is a dynamic identity and access management (IAM) platform for industries that are defined by frequent role adjustments, such as education and healthcare. Identit ...

Core Insights - Jamf Holding (JAMF) reported revenue of $162.97 million for Q4 2024, marking an 8.2% year-over-year increase and a surprise of +0.34% over the Zacks Consensus Estimate of $162.43 million [1] - The company's EPS for the same period was $0.17, compared to $0.13 a year ago, resulting in an EPS surprise of +13.33% against the consensus estimate of $0.15 [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) was reported at $646 million, slightly below the estimated $653.59 million [4] - Subscription revenue from SaaS and support and maintenance was $152.60 million, compared to the estimated $153.80 million, reflecting an 8.8% increase year-over-year [4] - On-premise subscription revenue reached $7.14 million, exceeding the estimated $5.57 million, with a year-over-year growth of 12.2% [4] - Non-subscription revenue from perpetual licenses was $0.07 million, significantly lower than the estimated $0.09 million, showing a year-over-year decline of 71.7% [4] - Professional services revenue was $3.17 million, slightly above the estimated $3.05 million, but down 15.1% year-over-year [4] - Total subscription revenue was $159.74 million, marginally above the estimated $159.37 million, with an 8.9% increase compared to the previous year [4] - Non-subscription revenue totaled $3.23 million, exceeding the estimated $3.04 million [4] Stock Performance - Jamf Holding's shares have returned -4.7% over the past month, compared to a -2.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Financial Data and Key Metrics Changes - Jamf achieved year-over-year revenue growth of 8% in Q4 2024, with a full year revenue growth of 12% [7][21] - Non-GAAP operating income margin for Q4 was 18%, exceeding the high end of the outlook, while the full year margin was 16%, reflecting an 800 basis point improvement from 2023 [7][22] - Annual Recurring Revenue (ARR) grew 10% year-over-year to $646 million [9][29] - The net retention rate decreased slightly to 104% in Q4 compared to Q3 [22][94] Business Line Data and Key Metrics Changes - Security ARR grew 17% year-over-year to $156 million, representing 24% of total ARR [10][29] - Mobile solutions saw significant growth, particularly in the tech and transportation sectors, with notable expansions from major clients [13][86] - The core Mac business remained strong, especially in the tech space, with increased adoption among customers [10][121] Market Data and Key Metrics Changes - Revenue from international markets grew 17%, accounting for over a third of total revenue [16] - Jamf was selected by the Ministry of Education in Singapore for all student iPads, indicating strong demand in the education sector [17] - The company is focusing on strategic geographies outside the U.S. to drive future growth [16][17] Company Strategy and Development Direction - Jamf aims to achieve the "Rule of 40" by balancing revenue growth and unlevered free cash flow margin [19][35] - The company is investing in scalability and efficiency initiatives, including a new partner program launched in Q3 2024 [19][18] - There is a strong emphasis on cross-selling mobile and security solutions to enhance growth [27] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding stability in the tech and education sectors, with expectations for increased spending in 2025 [42][124] - The company anticipates continued growth in mobile and security solutions, driven by increasing demand [46][58] - Management highlighted the importance of adapting to market conditions and customer needs as hiring trends improve [78][124] Other Important Information - The trailing 12-month unlevered free cash flow margin improved to 12%, with a growth of over 30% in unlevered free cash flow dollars compared to the prior year [24] - The company experienced delays in billings and collections due to a comprehensive systems update, which is expected to benefit 2025 [24][100] Q&A Session Summary Question: Trends in tech and education sectors - Management noted signs of stability in Q4, with growth in the tech space, particularly in mobile and security solutions [40][42] Question: Impact of data reclassification on security growth - The ARR adjustment impacted security growth by about 2%, but demand remains strong [43][44] Question: Guidance for achieving Rule of 40 - Management confirmed the goal to exit 2026 at a Rule of 40 run rate, focusing on revenue growth and margin expansion [55] Question: Competitive dynamics and share shift - Management indicated consistent competitive dynamics, with ongoing customer transitions from competitors due to innovation concerns [62] Question: Outlook for hiring trends in 2025 - Management expressed cautious optimism about hiring trends, noting some uptick in Q4 but not ready to declare a definitive trend [124] Question: Role of Azure channel in growth - Management highlighted early success with Azure, drawing on lessons from the AWS partnership to enhance growth [75] Question: Expectations for Mac growth and sluggishness - Management reported no significant sluggishness in Mac growth, with continued adoption expected as companies provide device choices [121] Question: Future roadmap for added security capabilities - Management emphasized the importance of security in winning contracts, particularly in education, and the role of channel partners in delivering solutions [114]

Investor Presentation Q4 FY2024 Safe Harbor Unless otherwise specified, financial information and other data in this presentation is presented as of December 31, 2024. Jamf's historical results are not necessarily indicative of the results that may be expected in the future. Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of federal securities laws, which statements involve substantial risks and uncertainties. Forward-looking statements generally relate ...

Financial Data and Key Metrics Changes - Jamf achieved Q4 revenue growth of 8% year over year, with a full year revenue growth of 12% [6][18] - Non-GAAP operating income margin for Q4 was 18%, exceeding the high end of the outlook, while the full year margin was 16%, reflecting an 800 basis point improvement from 2023 [6][20] - Annual recurring revenue (ARR) grew 10% year over year to $646 million [7][23] - Gross retention rates remained consistent with historical levels, while net retention rate decreased slightly to 104% in Q4 [19][73] Business Line Data and Key Metrics Changes - Security ARR grew 17% year over year to $156 million, representing 24% of Jamf's total ARR [9][23] - Mobile solutions saw significant growth, particularly in sectors like transportation and education, with notable expansions in airline partnerships [10][66] - International revenue grew 17%, accounting for over a third of total revenue, with expectations for continued growth in strategic geographies [12][13] Market Data and Key Metrics Changes - The tech sector showed signs of stability, with growth in Mac and mobile solutions, particularly in the education sector [29][31] - Demand for security solutions is increasing, with organizations recognizing the need for integrated management and security [35][42] Company Strategy and Development Direction - Jamf aims to achieve a "Rule of 40" by focusing on profitable growth and margin expansion, with strategic investments in efficiency and scalability [15][26] - The company is enhancing its partner program to drive more business through channel partners, which has shown early positive results [14][57] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding hiring trends and market conditions, noting a slight uptick in Q4 but emphasizing that one quarter does not establish a trend [98] - The outlook for 2025 includes expected revenue growth of 8.1% at the midpoint, with a focus on improving operating margins and unlevered free cash flow [25][26] Other Important Information - Jamf's platform supports approximately 33.2 million devices and 76,500 customers, with a focus on cross-selling mobile and security solutions [21][22] - The company underwent a comprehensive systems update that impacted billing and collections, but is expected to benefit future cash flow [21][78] Q&A Session Summary Question: Trends in tech and education sectors - Management noted signs of stability in Q4, with growth in Mac and mobile solutions, particularly in education and tech sectors [29][31] Question: Impact of data reclassification on security growth - The ARR adjustment impacted security growth by about 2%, with demand for security solutions remaining strong [33][35] Question: Guidance for achieving Rule of 40 - Management indicated that achieving Rule of 40 will come from revenue growth and continued margin expansion [40][41] Question: Competitive dynamics and share shift - Management reported consistent competitive dynamics, with ongoing customer transitions from competitors due to innovation concerns [46][48] Question: Expectations for hiring trends in 2025 - Management expressed cautious optimism about hiring trends, noting a slight uptick in Q4 but refraining from declaring a definitive trend [98] Question: Role of Azure channel and learnings from AWS - Management highlighted early success with Azure, drawing parallels to the initial success with AWS and emphasizing strong collaboration with Microsoft [56][57] Question: Sluggishness in Mac growth - Management reported no significant sluggishness in Mac growth, with a focus on buyer confidence and device lifecycle management [95][96]