Investor Presentation Q2 FY2025 Safe Harbor Unless otherwise specified, financial information and other data in this presentation is presented as of June 30, 2025. Jamf's historical results are not necessarily indicative of the results that may be expected in the future. The financial results contained herein as of June 30, 2025, and for the three and six months ended June 30, 2025, include the impact of the Identity Automation acquisition, which closed on April 1, 2025, unless otherwise specified. Forward- ...

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]

Investor Presentation Q4 FY2024 Safe Harbor Unless otherwise specified, financial information and other data in this presentation is presented as of December 31, 2024. Jamf's historical results are not necessarily indicative of the results that may be expected in the future. Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of federal securities laws, which statements involve substantial risks and uncertainties. Forward-looking statements generally relate ...