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Sep 30, 2025
Jamf Q3 2025 Earnings Report
Jamf reported its Q3 2025 results with strong ARR growth and reduced net loss.
Key Takeaways
Jamf delivered solid Q3 results with double-digit revenue growth and significantly narrowed net loss. Security ARR made up nearly a third of total ARR, reflecting product momentum.
Total revenue reached $183,494,000, up from $159,286,000 a year ago.
Net loss narrowed to $4,513,000 from $12,241,000 year-over-year.
Non-GAAP EPS was $0.25, while GAAP EPS was -$0.03.
ARR rose to $728,600,000, with Security ARR comprising $216,000,000.
Revenue by Segment
Forward Guidance
Jamf suspended financial guidance for Q4 and FY25 due to the pending acquisition by Francisco Partners.
Positive Outlook
- Strong ARR growth with increasing contribution from Security products
- Improved GAAP operating results with reduced net loss
- Robust free cash flow generation
- Non-GAAP profitability improved significantly
- Successful integration of Identity Automation acquisition
Challenges Ahead
- No forward guidance issued due to pending acquisition
- Ongoing GAAP net loss despite improvements
- Revenue from professional services remains low
- Higher operating expenses still impacting margins
- Currency headwinds and transaction-related costs persist
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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