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Jamf Holding (JAMF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2025, Jamf Holding (JAMF - Free Report) reported revenue of $183.49 million, up 15.2% over the same period last year. EPS came in at $0.25, compared to $0.16 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $177.23 million, representing a surprise of +3.54%. The company delivered an EPS surprise of +13.64%, with the consensus EPS estimate being $0.22.

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): $728.6 million versus the three-analyst average estimate of $718.34 million.
  • Revenue- Non-subscription revenue- Professional services: $3.88 million compared to the $2.58 million average estimate based on three analysts. The reported number represents a change of +21.7% year over year.
  • Revenue- Subscription revenue: $179.61 million versus $174.74 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.1% change.
  • Revenue- Non-subscription revenue: $3.88 million versus the three-analyst average estimate of $2.59 million. The reported number represents a year-over-year change of +20.8%.
  • Revenue- Subscription revenue- On-premise subscription: $10.53 million compared to the $5.82 million average estimate based on two analysts. The reported number represents a change of +129.6% year over year.
  • Revenue- Subscription revenue- SaaS subscription and support and maintenance: $169.08 million versus $169.57 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.6% change.

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

Shares of Jamf Holding have returned +26.8% over the past month versus the Zacks S&P 500 composite's +0.3% 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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