Here are 1-3 brief analogies for Jamf:

• Salesforce for Apple device management.
• The Microsoft of Apple IT.

• Jamf Pro: A unified endpoint management solution designed for IT administrators to manage and secure Apple devices across an enterprise.
• Jamf School: A simplified mobile device management solution specifically tailored for educators and schools to manage Apple devices in the classroom.
• Jamf Connect: An identity and access management service that integrates Apple devices with cloud identity providers for seamless user authentication and account provisioning.
• Jamf Protect: A macOS-native endpoint security solution providing threat detection, prevention, and remediation capabilities for Apple devices.
• Jamf Private Access: A Zero Trust Network Access (ZTNA) solution that provides secure, policy-based access to internal company resources without the need for a traditional VPN.
• Jamf Data Policy: A data usage management service that allows organizations to define and enforce cellular data policies and content filtering on mobile devices.

• Amazon.com, Inc. (AMZN)
• Microsoft Corporation (MSFT)

John Strosahl, Chief Executive Officer
John Strosahl was appointed CEO of Jamf in September 2023, after joining the company in 2015 as Chief Revenue Officer, and later serving as Chief Operating Officer and President. He brings over 20 years of leadership experience in global business development and operations. Prior to Jamf, Strosahl led eBay's B2C business in North America and spent over a decade at Digital River, where he held leadership roles in commerce and European operations, including CEO of Digital River GmbH. He has a master's degree from the University of Illinois.

David Rudow, Chief Financial Officer
David Rudow was appointed Chief Financial Officer of Jamf, effective October 28, 2024. He is a seasoned financial executive with significant experience in both public and private high-growth technology companies. Before joining Jamf, Rudow served as CFO at Cover Genius, Unite Us, and nCino, where he led nCino's initial public offering. His background also includes 18 years in senior roles at investment banking and financial services firms, including J.P. Morgan and Piper Jaffray. Rudow is also a Certified Public Accountant, having worked at KPMG and PricewaterhouseCoopers.

Jason Wudi, Chief Innovation Officer
Jason Wudi serves as Jamf's Chief Innovation Officer and is a member of the Senior Leadership Team. He began his tenure at Jamf in June 2017.

Sam Johnson, Chief Customer Officer
Sam Johnson is the Chief Customer Officer at Jamf and part of the Senior Leadership Team. He started with Jamf in February 2008.

Linh Lam, Chief Information Officer
Linh Lam is the Chief Information Officer at Jamf and a member of the Senior Leadership Team. She joined Jamf in September 2021. Before Jamf, she held significant IT leadership roles at companies such as Zoom, Intercontinental Exchange, and Ellie Mae. She holds a Bachelor of Arts from Stanford University.

1. Dependence on the Apple Ecosystem and Potential Competition from Apple: Jamf's business is highly reliant on the Apple ecosystem, meaning its success is closely tied to the adoption and performance of Apple products. This specialization, while a differentiator, also limits its addressable market. A significant risk comes from Apple itself, which has introduced its own device management offerings, such as Apple Business Essentials (ABE). If Apple expands its enterprise management capabilities to directly compete with Jamf, or if changes to Apple's operating systems make it more difficult for Jamf's software to function optimally, it could significantly impact Jamf's business model. Some reports indicate that Apple's strategy to unify its operating systems (macOS and iPadOS) could reduce the need for specialized management tools like Jamf's.
2. Intensifying Competitive Landscape: The market for device management and security is highly competitive. Beyond the potential for direct competition from Apple, Jamf faces rivals such as Microsoft (with Intune) and Google (with Workspace), which offer cross-platform management solutions. These competitors provide broader solutions that manage not only Apple devices but also Android and Windows devices, often as part of larger, bundled enterprise offerings, potentially at a lower total cost of ownership.
3. Evolving Cybersecurity Threats and Customer Security Practices: While Jamf provides security solutions for Apple devices, the constantly evolving landscape of cyber threats presents a continuous risk. Jamf's own reports highlight that many organizations and individuals using Apple devices still exhibit poor cyber hygiene, with prevalent issues like known vulnerabilities, phishing attempts, and malware. If customers do not effectively utilize or implement Jamf's security offerings, or if new, sophisticated attacks bypass current defenses, it could expose organizations to data breaches and other security incidents, potentially affecting Jamf's reputation and the perceived effectiveness of its solutions.

Intensified competition from alternative Apple device management (MDM) platforms, particularly Mosyle and Kandji, which are gaining market share by offering compelling feature sets, modern user experiences, and often more aggressive pricing, thereby challenging Jamf's long-held market leadership and growth.

Jamf (NASDAQ: JAMF) is expected to drive future revenue growth over the next two to three years through several strategic initiatives and expansions:

1. Expansion into Android Device Management: Jamf, traditionally known for its Apple device management solutions, has strategically expanded into the Android market. This move, which began phasing into markets in July 2024 following an announcement in late 2023, aims to broaden Jamf's reach beyond Apple's ecosystem. The company has partnered with Google to integrate enterprise tools and cloud services, positioning itself as a cross-platform solution provider for businesses managing mixed device environments.
2. Growth in Security Offerings and Solutions: Jamf is significantly investing in and seeing strong momentum from its security offerings. The security segment's Annual Recurring Revenue (ARR) has shown substantial year-over-year growth, contributing a notable portion to Jamf's total ARR. Innovations in this area include advanced threat detection tools like Jamf Executive Threat Protection and expanded network-based threat defense capabilities within Jamf Protect.
3. Strengthened Channel Partnerships and Enterprise Focus: Jamf is actively enhancing its go-to-market strategy by strengthening its Global Partner Program, launched in August 2024. This program has already demonstrated success with a significant increase in partner-driven deal registrations and a substantial expansion in the number of partners. Concurrently, Jamf is reallocating resources to scale enterprise sales and bolster support for its enterprise customers, who are identified as key drivers of higher growth and retention.
4. New Product Innovation and Platform Expansion, including AI: Continuous innovation and platform expansion are key drivers for Jamf. The company has launched new platform solutions tailored for specific customer segments, such as Jamf for Mac and Jamf for K-12. Furthermore, Jamf is making considerable investments in artificial intelligence (AI), introducing tools like the AI Assistant designed to enhance customer experience, improve productivity, and provide advanced security analysis. The acquisition of Identity Automation also bolsters Jamf's capabilities in identity and access management.
5. International Expansion: Jamf has identified international expansion as a strategic growth driver, with its Global Partner Program extending to partners in over 70 countries. This wider geographic reach, particularly through channel partners, allows Jamf to scale more effectively and cater to a broader customer base globally.

Share Repurchases

• In May 2024, Jamf indicated its intent to repurchase 2,000,000 shares of its common stock from underwriters at a price of $18.25 per share, totaling $36.5 million. This repurchase was to be funded from current cash and cash equivalents.
• In May 2025, Jamf anticipated using proceeds from an incremental term loan facility to repurchase a portion of its convertible senior notes due 2026.

Share Issuance

• Over the trailing twelve months as of April 2025, Jamf paid $97.4 million in stock-based compensation.
• The net dollar decrease in stock outstanding for the four quarters leading up to April 2025 was valued at ($32.4 million), suggesting that more shares were issued (e.g., through stock-based compensation) than repurchased during that period.

Inbound Investments

• In October 2025, Francisco Partners announced an agreement to acquire all outstanding shares of Jamf common stock for $13.05 per share in an all-cash transaction valued at approximately $2.2 billion, which will result in Jamf becoming a privately held company.
• Jamf ended the second quarter of 2025 with $482 million in cash, which was boosted by a $400 million term loan facility.

Outbound Investments

• Jamf operates "Jamf Ventures," an investment fund focused on making minority investments in early-stage technology companies that provide strategic value to its customers.
• Jamf has completed 7 acquisitions, with the most recent being Identity Automation in March 2025 for $215 million.

Capital Expenditures

• Jamf's capital expenditures for the latest twelve months were $10.133 million.
• As of April 2025, capital expenditures over the preceding twelve months amounted to $9 million.
• In July 2025, Jamf announced a strategic reinvestment plan that includes accelerating investments in AI capabilities to enhance the customer experience within the Jamf product platform and drive productivity improvements across the organization.