jamf(JAMF) - 2020 Q2 - Earnings Call Presentation

Company Overview - Jamf has over 40,000 active customers[11], with over 17 million Apple devices running Jamf[11] - Jamf Nation has over 100,000 members[11] - Jamf boasts a 92% rate as a great workplace[11] - Jamf's dollar-based net retention is 117%[11] - Jamf's 2019 Net Promoter Score is 55.6[11] Financial Performance (Q2 2020) - ARR reached $241 million, a 36% year-over-year growth[11] - Revenue grew by 29%[11] - Recurring revenue constitutes 94% of the total revenue[11] - Non-GAAP gross margin is 82%[11] - Non-GAAP operating income margin is 18%[11] - Unlevered Free Cash Flow (uFCF) margin is 34%[11] Market Opportunity - The total addressable market is estimated at $10.3 billion in 2019, expected to grow to $23.4 billion by 2024, representing a 17.8% CAGR[27]