What Does Jamf ($JAMF) Do? - Stock Outlook, Earnings, Market Cap, Related Stocks, and Headquarters Overview
Apple device management platform company. Jamf Pro and Jamf Now products. 15% YoY growth in Q3 2025, strong ARR levels. Acquisition by Francisco Partners in progress.
Subscribe🏢 What kind of company is Jamf?
Jamf Holding Corp (JAMF) is an enterprise software company specializing in Apple device management and security. It provides a platform for managing and securing all Apple devices, including Mac, iPhone, iPad, Apple Watch, Vision Pro, and Apple TV. With a product portfolio that includes Jamf Pro (enterprise-grade) and Jamf Now (for small and medium-sized businesses), the company serves a diverse customer base. Through the acquisition of Identity Automation, Jamf has strengthened its security and identity management capabilities, and has been recognized in the Leaders category by IDC MarketScape. An acquisition by Francisco Partners is in progress as of October 2025.
💰 How does it make money?
| Business Segment | Revenue Share | Description |
|---|---|---|
| Jamf Pro (Enterprise) | ~70% | Apple device management for large organizations |
| Jamf Now (SMB) | ~15% | Simplified Apple device management for small and medium-sized businesses |
| Security and Other | ~15% | Identity Automation, security solutions, and other offerings |
Q3 2025 quarterly revenue came in at $690.6M, posting a YoY change of +12.3%. Total Q3 2025 revenue grew 15% YoY, with ARR up 16%. Security ARR grew 44% YoY, accounting for 30% of total ARR. The 76% GAAP gross margin demonstrates the high profitability of a cloud software business model.
📐 Market Cap and Company Scale
Market capitalization stands at $1.7B, and the company employs 2,595 people people.
As the global leader in the Apple device management market, the company stands to benefit from the proliferation of Mac, iPhone, and iPad devices and the growing rate of enterprise adoption. Recognition in the Leaders category by IDC MarketScape has further cemented its market position. The Identity Automation acquisition drove 44% growth in security ARR, expanding the security portfolio. High Net Revenue Retention (NRR) and growing deal sizes validate customer satisfaction and upsell opportunities. The Francisco Partners acquisition signals recognition of growth potential by a private equity investor.
Jamf outlook and price actionThe expansion of Apple device adoption in the enterprise, the rise of remote work, and the increase in cybersecurity investment all point to a structurally growing market for Apple device management software. Jamf has secured a competitive edge as the standard management platform for the Apple ecosystem. That said, risks to monitor include competitors strengthening their Apple device support, technology shifts, and reduced IT spending stemming from an economic slowdown. The Francisco Partners acquisition (expected to close soon) is expected to drive long-term growth and improved profitability.
⚔️ Key Competitive Strengths and Risks
Leadership in the Apple device management market and high profitability are strengths, but intensifying competition and technology shifts remain key challenges.
💪 Key Competitive Strengths
⚠️ Key Risks
Competitors and Related Stocks (Beneficiaries)
Competitors in the Apple device management and endpoint management space include Microsoft (Intune), VMware (Workspace One), Citrix, and ManageEngine. Apple's strengthening of its own management capabilities is also indirect competition. Jamf's strengths lie in its specialization in Apple device management and high reliability.
✅ Investor Checklist
Jamf Holding is the global leader in the Apple device management platform space, achieving strong growth. Q3 2025 revenue up 15% YoY, ARR up 16%, and security ARR up 44% all demonstrate the strength of market demand. The Francisco Partners acquisition in progress signals a long-term growth strategy, with operational efficiency efforts from the private equity sponsor expected.
| Checklist Item | What to Check | Current Status |
|---|---|---|
| 📈 ARR Growth Trend | Quarterly total ARR and security ARR growth rates | Whether 16%+ YoY ARR growth is sustained |
| 💰 Profitability Metrics | GAAP margin and adjusted EBITDA trend | Maintaining a gross margin of 76% or higher |
| 🍎 Customer Expansion | Growth by enterprise and SMB customer segment | New customer additions and NRR maintenance |
| 🤝 Francisco Partners Integration | Acquisition completion, management changes, strategic shifts | Growth initiatives under the private equity ownership structure |
The strengthening of Apple device management capabilities by competitors such as Microsoft Intune, the expansion of Apple's built-in management features, reduced corporate IT spending, and management changes stemming from the private equity acquisition are key concerns. In particular, if Apple strengthens its native device management capabilities, Jamf's added value could decline.
Jamf Holding is the global leader in the Apple device management space, achieving both high profitability and strong growth. Q3 2025's 15% revenue growth, 16% ARR growth, and 44% security ARR growth demonstrate the strength of market demand. The Francisco Partners acquisition is expected to accelerate growth and improve profitability, with future enterprise customer expansion and the strengthening of the security portfolio expected to be key to continued growth.
Check out Jamf's real-time quotes, technical indicators, and peer comparisons at a glance on US Stock Today's real-time dashboard.
1-Year Price Performance
Analyst Consensus
52-Week Price Range⚔️ Key Competitive Strengths and Risks
Leadership in the Apple device management market and high profitability are strengths, but intensifying competition and technology shifts remain key challenges.
💪 Key Competitive Strengths
⚠️ Key Risks
Competitors and Related Stocks (Beneficiaries)
Competitors in the Apple device management and endpoint management space include Microsoft (Intune), VMware (Workspace One), Citrix, and ManageEngine. Apple's strengthening of its own management capabilities is also indirect competition. Jamf's strengths lie in its specialization in Apple device management and high reliability.
Competitors| Ticker | Company | Price | Change | Market Cap | P/E | PBR | ROE | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | $494.01 | -1.1% | $3.67T | 27.5 | 8.3 | 34.04% | 0.79% |
 ALKS | Alkermes plc | $45.49 | -1.3% | $7.6B | 118.2 | 4.2 | 3.85% | - |
Related stocks (beneficiaries)| Ticker | Company | Price | Change | Market Cap | P/E | PBR | ROE | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $316.31 | -1.1% | $4.62T | 36.3 | 43.0 | 148.75% | 0.35% |
| CRM | Salesforce Inc | $249.12 | -3.9% | $205.0B | 22.7 | 5.3 | 19.38% | 0.45% |
| NOW | ServiceNow Inc | $134.21 | -5.0% | $138.8B | 83.8 | 11.1 | 14.24% | - |
| OKTA | Okta Inc | $167.60 | -1.8% | $29.3B | 101.3 | 4.2 | 4.31% | - |
✅ Investor Checklist
Jamf Holding is the global leader in the Apple device management platform space, achieving strong growth. Q3 2025 revenue up 15% YoY, ARR up 16%, and security ARR up 44% all demonstrate the strength of market demand. The Francisco Partners acquisition in progress signals a long-term growth strategy, with operational efficiency efforts from the private equity sponsor expected.
| Checklist Item | What to Check | Current Status |
|---|---|---|
| 📈 ARR Growth Trend | Quarterly total ARR and security ARR growth rates | Whether 16%+ YoY ARR growth is sustained |
| 💰 Profitability Metrics | GAAP margin and adjusted EBITDA trend | Maintaining a gross margin of 76% or higher |
| 🍎 Customer Expansion | Growth by enterprise and SMB customer segment | New customer additions and NRR maintenance |
| 🤝 Francisco Partners Integration | Acquisition completion, management changes, strategic shifts | Growth initiatives under the private equity ownership structure |
The strengthening of Apple device management capabilities by competitors such as Microsoft Intune, the expansion of Apple's built-in management features, reduced corporate IT spending, and management changes stemming from the private equity acquisition are key concerns. In particular, if Apple strengthens its native device management capabilities, Jamf's added value could decline.
Jamf Holding is the global leader in the Apple device management space, achieving both high profitability and strong growth. Q3 2025's 15% revenue growth, 16% ARR growth, and 44% security ARR growth demonstrate the strength of market demand. The Francisco Partners acquisition is expected to accelerate growth and improve profitability, with future enterprise customer expansion and the strengthening of the security portfolio expected to be key to continued growth.
Check out Jamf's real-time quotes, technical indicators, and peer comparisons at a glance on US Stock Today's real-time dashboard.
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