Core Insights - Jamf has been acquired by Francisco Partners for $13.05 per share in cash, totaling an enterprise value of approximately $2.2 billion [1][2] - The acquisition is expected to enhance Jamf's innovation roadmap and expand its product offerings, positioning the company for accelerated growth [2] - Following the acquisition, Jamf will operate as a privately held company and its common stock will no longer be listed on NASDAQ [3] Company Overview - Jamf specializes in managing and securing Apple ecosystems for organizations, providing a complete management and security solution designed for enterprise security and consumer simplicity [5] - Francisco Partners is a global investment firm with over 25 years of experience, having invested in more than 500 technology companies and raised over $50 billion in capital [6] Transaction Details - The transaction was approved by Jamf's stockholders during a special meeting held on January 8, 2026 [2] - Citi acted as the exclusive financial advisor for Jamf, while RBC Capital Markets served as the lead financial advisor for Francisco Partners [4]

Core Insights - Jamf has been acquired by Francisco Partners for $13.05 per share, totaling an enterprise value of approximately $2.2 billion [1][2] - The acquisition is expected to enhance Jamf's innovation roadmap and expand its product offerings, positioning the company for accelerated growth [2] - Following the acquisition, Jamf will operate as a privately held company and its common stock will no longer be listed on NASDAQ [3] Company Overview - Jamf specializes in managing and securing Apple ecosystems for organizations, providing a complete management and security solution tailored for Apple-first environments [5] - The company aims to simplify work for organizations while ensuring user trust and privacy [5] Investment Firm Profile - Francisco Partners is a prominent global investment firm focused on technology and technology-enabled businesses, with over $50 billion in capital raised and investments in more than 500 technology companies [6] - The firm leverages its sectoral knowledge and operational expertise to help companies achieve their full potential [6] Advisory Roles - Citi acted as the exclusive financial advisor for Jamf, while Kirkland & Ellis LLP served as its legal counsel [4] - RBC Capital Markets was the lead financial advisor for Francisco Partners, with additional advisory support from Goldman Sachs & Co. LLC and Deutsche Bank Securities Inc. [4]

Core Viewpoint - Jamf has agreed to be acquired by Francisco Partners in an all-cash deal valued at approximately $2.2 billion [1] Company Summary - The acquisition deal is entirely cash-based, indicating a strong financial backing from Francisco Partners [1] - The valuation of the deal is approximately $2.2 billion, highlighting the significant market position of Jamf [1] Industry Summary - The acquisition reflects ongoing consolidation trends within the technology sector, particularly in companies focused on Apple device management solutions [1]

Core Viewpoint - Private equity firm Francisco Partners is nearing a deal to acquire device management software provider Jamf, which will take the company private shortly after five years of being public [1] Group 1: Acquisition Details - Francisco Partners is in advanced discussions to purchase Jamf, indicating a significant move in the private equity space [1] - The acquisition will transition Jamf from a public company to a private entity, reflecting a trend of private equity firms targeting technology firms for investment [1] Group 2: Market Implications - This acquisition highlights the ongoing interest of private equity in the technology sector, particularly in software companies that manage devices [1] - The move may signal a shift in investor sentiment towards private ownership for tech firms, potentially leading to increased consolidation in the industry [1]

Core Points - The Business Wire site is currently unavailable due to scheduled maintenance and will be back shortly [1][2][4] Group 1 - Clients wishing to submit news releases are advised to contact their local Business Wire bureau [3][4] - Contact numbers for various countries are provided for clients needing assistance [4][5][6]

Core Viewpoint - Device management software provider Jamf is considering a sale due to its declining stock price, making it an attractive takeover target for other companies [1] Company Summary - Jamf is a provider of device management software [1] - The company is currently facing weakness in its stock price, which has prompted discussions about a potential sale [1] Industry Summary - The current market conditions have positioned Jamf as a prime candidate for acquisition by other firms [1]

Financial Performance Highlights - ARR reached $710 million, demonstrating a 14% year-over-year growth[12] - Revenue was $176.5 million, reflecting a 15% year-over-year increase[12] - Non-GAAP Operating Income was $33.5 million, with a margin of 19%, showing a 42% year-over-year growth[12] - Adjusted EBITDA was $35.3 million, with a margin of 20%, indicating a 40% year-over-year growth[12] - The company achieved Security ARR of $203 million, representing 40% year-over-year growth and 29% of Jamf's total ARR[16] Strategic Initiatives and Acquisitions - The company completed the acquisition of Identity Automation on April 1, 2025[16, 28] - A $400 million Term Loan A was successfully completed on May 21, 2025[16] - The company announced a strategic reinvestment plan to support business success, including resource reallocation and investment in AI capabilities[16] Financial Outlook for 2025 - Q3 2025 revenue is projected to be between $176 million and $178 million, representing 10%-12% growth compared to Q3 2024[37] - Full year 2025 revenue is expected to be between $701 million and $704 million, indicating 12% growth[37] - Full year 2025 Unlevered Free Cash Flow growth is projected to be greater than 75%[37]

Financial Performance - Jamf achieved $333 million in Annual Recurring Revenue (ARR), representing a 38% growth[16] - The company experienced 39% revenue growth[16] - Subscription revenue accounted for 94% of the total revenue[16] - Non-GAAP Gross Margin was 81%[16] - Non-GAAP Operating Income Margin was 9%[16] - Trailing Twelve Months (TTM) Unlevered Free Cash Flow (uFCF) Margin was 26%[16] Market Position and Growth - Jamf manages over 232 million Apple devices[16] - The company has over 53000 active customers[16, 21] - The Total Addressable Market (TAM) is estimated at $18 billion[16, 84] - Dollar-Based Net Retention was 119%[16] Apple Ecosystem and Enterprise - 71% of college students surveyed prefer a Mac at work[24] - Apple has leading market share in North America, Oceania, the United Kingdom, Nordics, and Switzerland[24]

苹果(AAPL.O)软件供应商Jamf副总裁表示，公司的目标是扩大手机市场的潜力，计划向安卓用户扩展 服务。 ...

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]