earnings
confidence high
sentiment positive
materiality 0.70
Jamf Q1 revenue $152.1M (+15% YoY); ARR $602.4M (+14%); non-GAAP operating income $22.1M
Jamf Holding Corp.
2024-Q1 EPS reported
-$0.16
revenue$152,123,000
- Q1 total revenue $152.1M (+15% YoY); ARR $602.4M as of March 31, 2024 (+14% YoY).
- GAAP operating loss improved to $21.1M (14% of revenue) from $25.5M (19%) in Q1 2023.
- Non-GAAP operating income $22.1M (15% of revenue), up from $6.1M (5%) in Q1 2023.
- TTM cash from operations $44.9M (8% of TTM revenue); unlevered FCF $72.6M (13% of TTM revenue).
- CEO John Strosahl: Q1 exceeded high end of outlook; on track for Rule of 40 by 2026.