Core Insights - Jamf Holding (JAMF) reported revenue of $167.62 million for the quarter ended March 2025, reflecting a year-over-year increase of 10.2% and surpassing the Zacks Consensus Estimate by 0.77% [1] - The company's EPS for the quarter was $0.22, up from $0.14 in the same quarter last year, exceeding the consensus EPS estimate of $0.21 by 4.76% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) was reported at $657.90 million, slightly below the average estimate of $658.84 million from three analysts [4] - Subscription revenue from SaaS and support and maintenance totaled $155.63 million, which is lower than the average estimate of $157.64 million but shows a year-over-year increase of 9.3% [4] - On-premise subscription revenue reached $8.60 million, significantly exceeding the average estimate of $5.30 million, marking a year-over-year growth of 44.5% [4] - Non-subscription revenue was reported at $3.40 million, slightly above the average estimate of $3.38 million [4] - Total subscription revenue was $164.22 million, surpassing the average estimate of $162.94 million, with a year-over-year increase of 10.7% [4] - Professional services non-subscription revenue was $3.40 million, marginally above the average estimate of $3.37 million, but reflecting a year-over-year decline of 8.3% [4] Stock Performance - Over the past month, shares of Jamf Holding have returned +7.9%, compared to the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]