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jamf(JAMF) - 2025 Q1 - Earnings Call Presentation

Financial Performance - ARR reached $657.9 million, with a 9% year-over-year growth[12] - Revenue was $167.6 million, representing a 10% year-over-year increase[12] - Non-GAAP Operating Income was $37.6 million, resulting in a 22% margin[12] - The company achieved a Non-GAAP Gross Margin of 82%[29] - Net Retention Rate was 104%[29] - Adjusted EBITDA Margin was 24%[29] Strategic Initiatives - Security ARR reached $162 million, a 17% year-over-year growth, accounting for 25% of total ARR[12] - International revenue grew by 16% year-over-year[12] - The company completed the acquisition of Identity Automation on April 1, 2025[12] - The company launched four platform solutions aligned to specific buyer personas[12] Financial Outlook - Q2 2025 revenue is projected to be between $167.5 million and $169.5 million, a 10% growth[32] - FY 2025 revenue is expected to be between $691.0 million and $695.0 million, a 10%-11% growth[32]