jamf(US:JAMF) ZACKSยท2025-08-08 00:30Core Insights - Jamf Holding (JAMF) reported revenue of $176.5 million for the quarter ended June 2025, reflecting a year-over-year increase of 15.4% and surpassing the Zacks Consensus Estimate by 4.67% [1] - The company's EPS for the quarter was $0.18, up from $0.14 in the same quarter last year, exceeding the consensus estimate of $0.17 by 5.88% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $710 million, exceeding the average estimate of $672.23 million from three analysts [4] - Subscription revenue totaled $172.76 million, surpassing the average estimate of $164.61 million and showing a year-over-year increase of 15.6% [4] - Non-subscription revenue from professional services was reported at $3.74 million, above the average estimate of $3 million, marking a year-over-year change of 6.8% [4] - On-premise subscription revenue was $6.2 million, significantly higher than the average estimate of $3.2 million, representing an impressive year-over-year growth of 86.4% [4] - SaaS subscription and support and maintenance revenue amounted to $166.56 million, slightly above the estimated $162.98 million, with a year-over-year increase of 14% [4] Stock Performance - Over the past month, shares of Jamf Holding have declined by 19.5%, contrasting with a 1.2% increase 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]