Overview

* Jamf Q3 2025 revenue rises 15% yr/yr, beating analyst expectations

* Adjusted operating income for Q3 beats analyst estimates

* ARR grows 16% yr/yr, with security ARR up 44%

Outlook

* Company suspends financial guidance for Q4 and full fiscal year 2025

* Jamf's ( JAMF ) pending acquisition by Francisco Partners affects guidance provision

Result Drivers

* SECURITY SOLUTIONS - Security ARR grew 44% yr/yr, driven by platform solutions and Identity Automation acquisition

* CASH FLOW IMPROVEMENT - Cash flow from operations increased 213% yr/yr, indicating improved operational efficiency

* ARR GROWTH - Total ARR increased 16% yr/yr, contributing to revenue rise

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $183.50 $177.41

Revenue mln mln (10

Analysts

)

Q3 Beat $47.20 $42.13

Adjusted mln mln (10

Operatin Analysts

g Income )

Q3 $728.60

Annual mln

Recurrin

g

Revenue

Q3 Gross $139.50

Profit mln

Q3 -$3.40

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy."

* Wall Street's median 12-month price target for Jamf Holding Corp ( JAMF ) is $13.00, about 1% above its November 7 closing price of $12.87

* The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)