Jamf to Announce Third-Quarter Results; Analysts Expect Double-Digit Revenue Growth

Apple device management provider Jamf Holding Corp. is scheduled to release its third-quarter earnings after the market closes on Monday, November 10, 2025. Wall Street will be watching whether the Minneapolis-based software company can extend its record of topping consensus forecasts.

For the period just ended, analysts project revenue of $177.4 million, an increase of 11.4 percent year over year. The expected growth rate is similar to the 11.7 percent expansion recorded in the same quarter of 2024. Adjusted earnings are forecast at $0.23 per diluted share.

Consensus estimates have remained largely unchanged over the past month, signaling that most covering analysts anticipate steady operating conditions heading into the report. Jamf has outperformed revenue expectations every quarter for the last two years, exceeding the consensus figure by an average of 1.6 percent over that span.

Review of Second-Quarter Performance

In the previous quarter, Jamf generated $176.5 million in revenue, up 15.3 percent from a year earlier and 4.7 percent above the Street’s estimate. Management also reported stronger-than-anticipated annual recurring revenue and billings, reinforcing the company’s positioning in the rapidly expanding market for enterprise Apple device administration.

Market Context and Peer Results

Jamf operates within the broader automation and productivity software segment, where several peers have already released July–September results. Pegasystems reported revenue growth of 17.3 percent, surpassing expectations by 8.5 percent, while Microsoft posted an 18.4 percent increase, beating the consensus by 2.9 percent.

Following their announcements, Pegasystems shares rallied 15 percent, whereas Microsoft slipped 3.1 percent. Across the automation software group, share prices have been broadly unchanged over the past month, suggesting investors are taking a wait-and-see approach ahead of additional reports.

Jamf’s Recent Stock Performance

Jamf’s stock price has moved 26.8 percent higher during the last 30 days, outperforming the segment. The shares closed Friday at $12.87, marginally above the average analyst price target of $12.76. Market participants will evaluate Monday’s numbers to determine whether the recent advance is justified.

Key Metrics to Monitor

Besides revenue and earnings per share, investors commonly focus on the following indicators:

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• Annual Recurring Revenue (ARR): A core measure of subscription health and customer retention.
• Billings Growth: Often viewed as a leading indicator for future revenue.
• Operating Margin: Evidence of cost control and scalability within the subscription model.

Historical data on these metrics can be reviewed in the company’s filings with the U.S. Securities and Exchange Commission.

What Comes Next

Jamf’s performance on Monday will set the tone for the remainder of its fiscal year. A continuation of its pattern of modest revenue beats could reinforce investor confidence, while any deviation from guidance or consensus expectations may introduce volatility.

Jamf’s conference call is expected to follow the release, offering management an opportunity to discuss customer demand, competitive dynamics, and full-year outlook. With enterprise technology budgets balancing cost management and productivity initiatives, commentary on new business trends and churn levels will be closely scrutinized.

Market reactions will likely hinge on whether Jamf can maintain double-digit top-line growth while delivering the projected earnings. If the company meets or surpasses the $177.4 million revenue target and delivers the anticipated $0.23 per share in adjusted earnings, attention may shift to forward-looking guidance for the December quarter and 2026.

Crédito da imagem: StockStory