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Jamf Holding (JAMF) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended June 2025, Jamf Holding (JAMF - Free Report) reported revenue of $176.5 million, up 15.4% over the same period last year. EPS came in at $0.18, compared to $0.14 in the year-ago quarter.

The reported revenue represents a surprise of +4.67% over the Zacks Consensus Estimate of $168.63 million. With the consensus EPS estimate being $0.17, the EPS surprise was +5.88%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Jamf Holding performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Annual Recurring Revenue (ARR): $710 million versus the three-analyst average estimate of $672.23 million.
  • Revenue- Non-subscription revenue- Professional services: $3.74 million versus the three-analyst average estimate of $3 million. The reported number represents a year-over-year change of +6.8%.
  • Revenue- Subscription revenue: $172.76 million versus the three-analyst average estimate of $164.61 million. The reported number represents a year-over-year change of +15.6%.
  • Revenue- Non-subscription revenue: $3.74 million versus the three-analyst average estimate of $3 million.
  • Revenue- Subscription revenue- On-premise subscription: $6.2 million versus the two-analyst average estimate of $3.2 million. The reported number represents a year-over-year change of +86.4%.
  • Revenue- Subscription revenue- SaaS subscription and support and maintenance: $166.56 million versus $162.98 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14% change.

View all Key Company Metrics for Jamf Holding here>>>

Shares of Jamf Holding have returned -19.5% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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