jamf(US:JAMF) ZACKS·2025-07-31 15:08Core Viewpoint - Jamf Holding (JAMF) is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The consensus EPS estimate for Jamf Holding is $0.17 per share, reflecting a year-over-year increase of +21.4% [3] - Expected revenues are $168.63 million, which is a 10.2% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 6.25% higher in the last 30 days, indicating a positive reassessment by analysts [4] - The Most Accurate Estimate for Jamf Holding is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +4.65% [12] Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - Jamf Holding currently holds a Zacks Rank of 3, indicating a reasonable chance of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Jamf Holding had an earnings surprise of +4.76%, reporting $0.22 per share against an expected $0.21 [13] - Over the past four quarters, the company has beaten consensus EPS estimates two times [14] Industry Comparison - Parsons (PSN), another player in the Zacks Technology Services industry, is expected to report a year-over-year EPS decrease of -11.9% and revenues down 3.9% [18] - Parsons has an Earnings ESP of +2.49% but holds a Zacks Rank of 5 (Strong Sell), making predictions about its earnings beat less conclusive [19]