Jamf Holding (JAMF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Jamf Holding (JAMF) reported a revenue of $183.49 million for the quarter ended September 2025, reflecting a year-over-year increase of 15.2% [1] - The earnings per share (EPS) for the quarter was $0.25, up from $0.16 in the same quarter last year, indicating a positive growth trend [1] - The reported revenue exceeded the Zacks Consensus Estimate of $177.23 million by 3.54%, and the EPS also surpassed the consensus estimate of $0.22 by 13.64% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $728.6 million, surpassing the three-analyst average estimate of $718.34 million [4] - Non-subscription revenue from professional services was reported at $3.88 million, exceeding the average estimate of $2.58 million, marking a year-over-year increase of 21.7% [4] - Subscription revenue totaled $179.61 million, compared to the estimated $174.74 million, representing a 15.1% increase year-over-year [4] - On-premise subscription revenue was reported at $10.53 million, significantly higher than the average estimate of $5.82 million, reflecting a remarkable year-over-year growth of 129.6% [4] - SaaS subscription and support and maintenance revenue was $169.08 million, slightly below the estimated $169.57 million, but still showing an 11.6% increase compared to the previous year [4] Stock Performance - Over the past month, shares of Jamf Holding have returned +26.8%, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]