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Upturn AI SWOT - About
JAMF 
Jamf Holding (JAMF)
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Upturn Advisory Summary
03/11/2025: JAMF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -47.36% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.89B USD | Price to earnings Ratio - | 1Y Target Price 22.89 |
Price to earnings Ratio - | 1Y Target Price 22.89 | ||
Volume (30-day avg) 660531 | Beta 0.42 | 52 Weeks Range 11.98 - 21.41 | Updated Date 03/30/2025 |
52 Weeks Range 11.98 - 21.41 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.55 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -11.29% | Operating Margin (TTM) -9.22% |
Management Effectiveness
Return on Assets (TTM) -2.28% | Return on Equity (TTM) -9.78% |
Valuation
Trailing PE - | Forward PE 13.61 | Enterprise Value 1781624925 | Price to Sales(TTM) 2.61 |
Enterprise Value 1781624925 | Price to Sales(TTM) 2.61 | ||
Enterprise Value to Revenue 2.84 | Enterprise Value to EBITDA -36.31 | Shares Outstanding 128445000 | Shares Floating 63377325 |
Shares Outstanding 128445000 | Shares Floating 63377325 | ||
Percent Insiders 0.9 | Percent Institutions 94.83 |
Analyst Ratings
Rating 4 | Target Price 22.89 | Buy 4 | Strong Buy 3 |
Buy 4 | Strong Buy 3 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Jamf Holding
Company Overview
History and Background
Jamf Holding was founded in 2002. Initially focused on supporting Apple in education, it has evolved into a leading provider of Apple device management solutions.
Core Business Areas
- Apple Enterprise Management: Provides solutions for managing and securing Apple devices within enterprise environments, spanning across iOS, macOS, iPadOS, and tvOS devices. This segment is core to Jamf's offering.
Leadership and Structure
Jamf is led by CEO Dean Hager. The organizational structure is typical of a SaaS company, with departments focused on sales, marketing, engineering, and support.
Top Products and Market Share
Key Offerings
- Jamf Pro: Enterprise mobility management solution for macOS, iOS, iPadOS, and tvOS. Competitors include Microsoft Intune, VMware Workspace ONE, and Addigy. No precise standalone market share is known. Revenue from Pro forms a significant portion of their total revenue. User count is not public, but it is targeted towards larger organization.
- Jamf Now: Simplified mobile device management (MDM) solution for small and medium-sized businesses (SMBs) using Apple devices. Competitors include SimpleMDM and Mosyle. No precise standalone market share is known.
- Jamf School: MDM solution tailored for education institutions using Apple devices. Competitors include Mosyle and ZuluDesk. Market share not public but has a strong footprint in Education.
Market Dynamics
Industry Overview
The enterprise mobility management (EMM) market is growing, driven by the increasing adoption of mobile devices and the need for robust security and management solutions. The market is competitive, with several established players and emerging startups.
Positioning
Jamf specializes in Apple device management, differentiating itself from broader EMM solutions. Its focus gives it a competitive edge in organizations heavily invested in the Apple ecosystem.
Total Addressable Market (TAM)
Estimated TAM in the billions, continuously expanding with more BYOD and company-provided apple devices. Jamf has a focused slice with significant growth potential within Apple ecosystem.
Upturn SWOT Analysis
Strengths
- Strong focus on Apple devices
- High customer satisfaction
- Recurring revenue model
- Established brand reputation
Weaknesses
- Limited diversification beyond Apple ecosystem
- Price point may be a barrier for some SMBs
- Dependent on Apple's product strategy
Opportunities
- Expansion into new markets
- Development of new product features
- Strategic partnerships with Apple and other vendors
- Acquisition of complementary technologies
Threats
- Competition from larger EMM vendors
- Changes in Apple's device management policies
- Economic downturn impacting IT spending
- Security vulnerabilities
Competitors and Market Share
Key Competitors
- MSFT
- VMW
Competitive Landscape
Jamf is a market leader in Apple device management, offering specialized solutions tailored to the Apple ecosystem. Larger competitors offer broader EMM solutions that support multiple operating systems. Key competitive differentiators is the apple ecosystem speciality.
Major Acquisitions
Wanda Software AG
- Year: 2022
- Acquisition Price (USD millions): 334
- Strategic Rationale: Expansion of zero-trust network access to devices.
Growth Trajectory and Initiatives
Historical Growth: Jamf has experienced consistent revenue growth driven by increasing adoption of Apple devices in the enterprise and education sectors.
Future Projections: Analysts project continued growth for Jamf, driven by the increasing adoption of Apple devices in the enterprise and education sectors.
Recent Initiatives: Recent initiatives include product enhancements, expansion into new markets, and strategic partnerships.
Summary
Jamf Holding is a strong company due to its focus on Apple device management and high customer satisfaction. Its specialization is both a strength and a weakness, as diversification remains a key challenge. Future opportunities for Jamf lie in expanding their product features and strategic partnerships with Apple, while needing to monitor competition from larger EMM vendors.
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Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
- Press releases
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual research and consultation with a qualified financial advisor. Financial data is placeholder data and will need updating.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Jamf Holding
Exchange NASDAQ | Headquaters Minneapolis, MN, United States | ||
IPO Launch date 2020-07-22 | CEO & Director Mr. John R. Strosahl | ||
Sector Technology | Industry Software - Application | Full time employees 2595 | Website https://www.jamf.com |
Full time employees 2595 | Website https://www.jamf.com | ||
Jamf Holding Corp. provides management and security solutions for Apple platforms in the Americas, Europe, the Middle East, India, Africa, and the Asia Pacific. The company provides Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management and security software solution for small-to-medium-sized businesses; Jamf School, which enables IT administrators to set up devices with a focus on learning and meeting security needs for deployment and device and application updates; and Jamf Connect, which provides identity and access management for Mac and mobile devices. It also offers Jamf Protect, which delivers endpoint security for Mac and mobile devices; Jamf Business Plan, an Apple solution that automates the lifecycle of Apple devices, including device deployment, identity and access, management, and security; Jamf Safe Internet, which helps schools protect minors from harmful content on the internet; Jamf Executive Threat Protection, an advanced detection and response solution for mobile devices; and Jamf's education apps, which enable teachers, parents, and students to control, manage, and secure devices inside and outside of the classroom. In addition, the company provides Healthcare Listener, an electronic medical record integration to Jamf Pro that automates iPad and Apple TV deployments for patience experience; Virtual Visits, a video conferencing solution that facilitates remote telehealth encounters; Jamf Setup and Jamf Reset, which are iOS and iPadOS apps that simplify wireless device provisioning and refresh for clinical communications and other frontline work deployments; and developer workflows, such as Jamf API and Jamf Marketplace. It sells its SaaS solutions through a subscription model, direct sales force, and online, as well as indirectly through channel partners, including Apple. The company was founded in 2002 and is headquartered in Minneapolis, Minnesota.
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