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Jamf (JAMF) investor relations material
Jamf Piper Sandler 4th Annual Growth Frontiers Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 4th Annual Growth Frontiers Conference summary10 Sep, 2025
Recent performance and business highlights
Achieved strong Q2 results with significant traction from new platform solutions, including bundled offerings for Mac and mobile, leading to lower churn and longer-term deals.
International growth was a highlight, with notable performance in both education and commercial sectors.
New logo acquisition improved in Q1 and Q2, reversing last year's trend, with bundled deals and competitive wins driving growth.
EBITDA grew about 50%, and unlevered free cash flow increased 40-50%, reflecting margin expansion and business scaling.
Focus remains on margin improvement, with 1,600 basis points of margin expansion over three years.
Product and market strategy
Bundled solutions for Mac and mobile are attracting new customers and reducing churn, with enterprise and education sectors showing strong adoption.
Competitive wins are balanced between Mac and mobile markets, with increased demand for device management in retail, transportation, and healthcare.
Apple device workflows are becoming more mission-critical, supporting growth in new logo business.
Choice programs for Mac in enterprise have slowed but are seeing renewed interest as total cost of ownership becomes more favorable.
International education deals, such as the GIGA program in Japan, are contributing to growth, with large pipeline opportunities in APAC and the Middle East.
Acquisitions and product expansion
The Identity Automation acquisition, closed April 1, adds dynamic identity management for education and healthcare, integrating with school management systems and supporting device-agnostic management.
The product is being rolled out internationally, with positive feedback and significant cross-sell opportunities among 40,000 education customers.
Expansion into commercial and healthcare verticals is planned for the future.
Android device management was launched in July, enabling unified management for mixed device environments and already contributing to new deals.
Explain the strategic reinvestment plan.
What is the strategic role of Identity Automation?
What is Jamf's unique security value proposition?
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Q3 20256 Nov, 2025
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Jamf Holding Corp provides Apple device management solutions, offering software and services that help businesses, schools, and government organizations deploy, manage, and secure Apple products. The company is headquartered in Minneapolis, Minnesota, and its shares are listed on the NASDAQ.
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