jamf(JAMF) ZACKS·2025-02-28 01:31Core 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]