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Jamf’s Q2 Earnings Call: Our Top 5 Analyst Questions

By: StockStory

JAMF Cover Image

Jamf’s second quarter delivered results that exceeded Wall Street revenue expectations, prompting a strong positive reaction from the market. Management attributed this performance to continued momentum in its security offerings, the successful integration of Identity Automation, and notable wins in both mobile and Mac platform solutions. CEO John Strosahl highlighted that Jamf’s platform approach—delivering security and management in one package—has driven customer adoption, especially among enterprise and education clients. Strosahl cited a major deal with a Middle Eastern airline and expanded deployments in education as evidence of this traction.

Is now the time to buy JAMF? Find out in our full research report (it’s free).

Jamf (JAMF) Q2 CY2025 Highlights:

  • Revenue: $176.5 million vs analyst estimates of $168.6 million (15.3% year-on-year growth, 4.7% beat)
  • Adjusted EPS: $0.18 vs analyst estimates of $0.18 (in line)
  • Adjusted Operating Income: $33.49 million vs analyst estimates of $30.46 million (19% margin, 10% beat)
  • The company lifted its revenue guidance for the full year to $702.5 million at the midpoint from $693 million, a 1.4% increase
  • Operating Margin: -8.5%, up from -13% in the same quarter last year
  • Annual Recurring Revenue: $710 million vs analyst estimates of $674.7 million (14.2% year-on-year growth, 5.2% beat)
  • Billings: $205.6 million at quarter end, up 29.5% year on year
  • Market Capitalization: $1.14 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Jamf’s Q2 Earnings Call

  • Raimo Lenschow (Barclays) asked how quickly Android enrollment could drive sales momentum. CEO John Strosahl explained that customer demand prompted the feature, and initial interest and uptake have been encouraging.
  • Raimo Lenschow (Barclays) also inquired about Identity Automation’s revenue contribution. CFO David Rudow clarified that the integration boosted education results and that cross-sell opportunities are expanding, with half of the quarter’s upside attributed to Identity Automation.
  • Samik Chatterjee (JPMorgan) questioned whether the resource allocation plan alters Jamf’s long-term margin targets. Rudow responded that efficiency efforts will aid growth, but the goal to exit 2026 at a Rule of 40 run rate remains unchanged.
  • Samik Chatterjee (JPMorgan) followed up on seasonality and Q3 guidance, asking about revenue recognition timing. Rudow said that excluding one-time Q2 items, seasonality is expected to normalize, with a stronger Q3 for Identity Automation due to the education cycle.
  • Jacob Zerbib (William Blair) queried progress with U.S. channel partners. Strosahl described increased investment and technical upgrades, aiming to match U.S. channel contribution to international levels over time.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will be monitoring (1) the pace of adoption for Jamf’s expanded platform, especially Android enrollment and integrated security offerings; (2) measurable improvements in operating margin as AI and automation initiatives mature; and (3) further traction in the U.S. channel business, seeking signs that domestic growth can match international trends. The success of cross-selling Identity Automation and larger enterprise wins will also be key indicators.

Jamf currently trades at $8.41, up from $7.36 just before the earnings. In the wake of this quarter, is it a buy or sell? The answer lies in our full research report (it’s free).

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