Description

Jamf Holding Corp: Will Its Focus On Apple-Specific Security Solutions Pay Off?

Jamf Holding Corp reported robust financial performance for the fourth quarter and full year 2024, highlighting steady growth across its key business sectors. The company achieved an 8% year-over-year increase in revenue for Q4, while the full-year revenue growth reached 12%. Moreover, Jamf demonstrated a strong non-GAAP operating income margin of 18% in Q4, surpassing expectations. These results reflect the company’s ability to stabilize across products, regions, and varying business sizes. Jamf’s annual recurring revenue (ARR) grew by 10% to $646 million, with its security ARR alone seeing a 17% increase, emphasizing a growing demand for its Apple-first security platform. This sector now comprises 24% of Jamf’s total ARR, with institutional clients across North America and Europe contributing significantly to this growth.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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