jamf(US:JAMF)2022-05-11 16:05Company Transformation & Growth - Jamf has added over $200 million of ARR and over 23,000 customers in the past two years[12] - The company has experienced remarkably consistent ARR growth[13] - Commercial ARR growth is driving overall growth, with the commercial market now representing 70% of the total ARR[14] - Security products ARR has grown to approximately $75 million[15] Financial Performance & Outlook - The company reported 36% TTM revenue growth and 42% ARR growth[17] - The company maintains profitability while reinvesting, with a +16% TTM uFCF Margin and 81% Non-GAAP Gross Margin[17] - Q2 2022 revenue is projected to be $112.0 - $114.0 million, representing 30%-32% growth[18] - FY 2022 revenue is projected to be $472.0 - $477.0 million, representing 29%-30% growth[18] - FY 2022 Non-GAAP Operating Income is projected to be $19.0 - $22.0 million[18]