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]

Company Overview and Market Position - Jamf is helping organizations succeed with Apple devices, serving over 57,000 active customers[16, 19] - The company estimates its total addressable market (TAM) at $18 billion[16] - Jamf has a strong presence among top companies, including 8 out of 10 Top Fortune 500 Technology companies and 23 out of 25 Most Valuable Global Brands[16] - Jamf is becoming the standard for Apple Enterprise Management, offering solutions for device management, user connectivity, and data protection[27, 32] Financial Performance and Growth - Jamf reported strong financial performance with 36% revenue growth and 47% ARR (Annual Recurring Revenue) growth[16, 99] - The company boasts a high subscription revenue of 95%[16, 99] - Non-GAAP Gross Margin is at 80%, and Non-GAAP Operating Income Margin is at 2%[16, 99] - TTM (Trailing Twelve Months) Unlevered Free Cash Flow (uFCF) Margin is at 24%[16, 99] Market Trends and Opportunities - Apple is gaining market share in the U S and beyond, with 89% of users willing to make a salary sacrifice for device choice[25] - Mac share in the enterprise increased from 17% in 2019 to 23% in 2020[60] - The company estimates Apple Enterprise Revenue at $40 billion in 2019[57]