MINNEAPOLIS, Jan. 11, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today that members of its management team will present at the following investor conference: 26th Annual Needham Growth Conference on Tuesday, January 16, 2024 at 11:45am Eastern Time Webcast of this event will be available on the investor relations section of the Company's website at https://ir.jamf.com/. About JamfJamf’s purpose is to simplify work by helping organizations man ...

Financial Data and Key Metrics Changes - Jamf achieved a year-over-year revenue growth of 15% in Q3, marking the 14th consecutive quarter of exceeding expectations [8][99] - Non-GAAP operating income was $12.4 million, an 80% increase over the prior year, resulting in a non-GAAP operating income margin of 9%, a 300 basis points improvement year-over-year [13][15] - Annual Recurring Revenue (ARR) grew 15% year-over-year to $566.3 million [13][99] - Non-GAAP gross profit margin was 82%, consistent with expectations, and the trailing 12 months unlevered free cash flow margin was 11%, down from 14% the previous year [15][102] Business Line Data and Key Metrics Changes - SaaS recurring revenue remained strong, while less strategic revenue sources like license and services experienced year-over-year declines [99] - The business plan saw an 87% year-over-year increase, indicating strong growth in security solutions [66][106] - Security solutions now comprise 21% of total ARR, with significant growth in the enterprise space [66][93] Market Data and Key Metrics Changes - The broader PC market declined 7.6% year-over-year, with Apple shipments down 23.1%, yet Apple’s market share grew to 10.6% from 8.6% in Q2 [63] - The financial services sector showed strong growth, with significant device additions in Q3 [94][93] - Education sector growth remained muted due to previous investments made during the pandemic [72][75] Company Strategy and Development Direction - The company aims to extend its leadership position by executing its strategy focused on helping organizations succeed with Apple [60][85] - Jamf is investing in diversifying its business beyond Mac management, with strong adoption of mobile and security solutions [101] - The company plans to continue improving operating margins and driving efficiencies through scalability initiatives [78][102] Management's Comments on Operating Environment and Future Outlook - Management noted macroeconomic uncertainty impacting customer budgets and elongated sales cycles, but expressed confidence in the company's ability to achieve strong results [14][83] - The outlook for Q4 2023 includes expected total revenue in the range of $148 million to $149 million, representing growth of 13% to 14% year-over-year [16][77] - Management anticipates that the net retention rate will improve as the economy stabilizes [100][126] Other Important Information - Jamf hosted its largest Jamf Nation User Conference (JNUC) in September, highlighting innovations and growth drivers [61][86] - The company is recognized as a leader in endpoint security by Frost & Sullivan, enhancing its market position [91][66] - The shift from upfront to annual billing for multi-year contracts has impacted cash flow but is not indicative of lost customers [76][102] Q&A Session Summary Question: What are the underlying trends in net retention rate? - The net retention rate declined to 108% in Q3, primarily due to muted customer hiring affecting device growth at renewal [126] Question: How is the company addressing the muted growth in education? - Management acknowledged the muted growth in education but highlighted strengths in security and the business plan [106][111] Question: What is the impact of Apple's device shipments on Jamf's performance? - There is no direct correlation between Apple's quarterly shipments and Jamf's performance, but a trailing 12-month perspective shows influence on the install base [117] Question: How is the company leveraging its channel partners? - Jamf is investing in its channel organization to increase business through partners and has seen year-over-year growth in channel business [143] Question: What are the expectations for cash flow moving forward? - The shift to annual billings is expected to continue, impacting cash flow forecasting [144]

Earnings Presentation Third Quarter 2023 Unless otherwise specified, financial information and other data presented in this presentation is presented as of September 30, 2023. Jamf's historical results are not necessarily indicative of the results that may be expected in the future. The forward-looking statements contained in this presentation are also subject to additional risks, uncertainties, and factors, including those more fully described in our Annual Report on Form 10-K for the fiscal year ended Dec ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________ FORM 10-Q _________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39399 JAMF HOLDI ...

Jamf Holding Corp. (NASDAQ:JAMF) Q2 2023 Earnings Conference Call August 8, 2023 4:30 PM ET Company Participants Jennifer Gaumond - Vice President, Investor Relations Dean Hager - Chief Executive Officer John Strosahl - President & Chief Operating Officer Ian Goodkind - Chief Financial Officer Conference Call Participants Matt Stotler - William Blair Rob Owens - Piper Sandler Matthew Hedberg - RBC Capital Markets Raimo Lenschow - Barclays Gregg Moskowitz - Mizuho Nick Mattiacci - Craig-Hallum Operator Thank ...

| --- | --- | --- | |-----------------------|-------|-------| | | | | | | | | | | | | | Earnings Presentation | | | Unless otherwise specified, financial information and other data presented in this presentation is presented as of June 30, 2023. The financial results and other data contained herein following July 1, 2021 include the impact of the Wandera acquisition, which closed on that date, unless otherwise specified. Jamf's historical results are not necessarily indicative of the results that may be exp ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________ FORM 10-Q _________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR JAMF HOLDING CORP. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 82-3031543 (I.R.S. Employer ...

Jamf Holding Corp. (NASDAQ:JAMF) Q1 2023 Earnings Conference Call May 4, 2023 4:30 PM ET Company Participants Jennifer Gaumond - Vice President, Investor Relations Dean Hager - Chief Executive Officer Ian Goodkind - Chief Financial Officer John Strosahl - President and Chief Operating Officer Conference Call Participants Matthew Hedberg - RBC Raimo Lenschow - Barclays Joshua Reilly - Needham & Company Koji Ikeda - Bank of America Nick Mattiacci - Craig-Hallum Operator Thank you for standing by. Welcome to t ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________ FORM 10-Q _________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39399 JAMF HOLDING C ...

Jamf Holding Corp. (NASDAQ:JAMF) Q4 2022 Earnings Conference Call February 28, 2023 4:30 PM ET Company Participants Jennifer Gaumond - Vice President-Investor Relations Dean Hager - Chief Executive Officer John Strosahl - President and Chief Operating Officer Ian Goodkind - Chief Financial Officer Conference Call Participants Joshua Reilly - Needham & Company DJ Hynes - Canaccord Rob Owens - Piper Sandler Raimo Lenschow - Barclays Matt Hedberg - RBC Capital Markets Matt Stotler - William Blair Gregg Mosk ...