Jamf Holding Corp. (JAMF) Q3 2024 Earnings Call Transcript Summary
Jamf Holding Corp. (JAMF) Q3 2024 Earnings Call Transcript Summary
Annual Recurring Revenue (ARR) grew by 12% year-over-year to $635 million, with security ARR growing by 26% to $152 million, representing 24% of total ARR.The following is a summary of the Jamf Holding Corp. (JAMF) Q3 2024 Earnings Call Transcript:
以下是Jamf控股公司（JAMF）2024财年第三季度业绩会通话记录摘要：
Financial Performance:
财务表现:
Q3 year-over-year revenue growth was 12%, with subscription revenue making up 98% of total revenue.
Non-GAAP operating income reached $27.7 million, representing a 17% margin and an 800 basis points improvement from the previous year.
Annual Recurring Revenue (ARR) grew by 12% year-over-year to $635 million, with security ARR growing by 26% to $152 million, representing 24% of total ARR.
Non-GAAP gross profit margin remained steady at 82%, consistent with expectations.
第三季度同比营业收入增长12%，订阅营业收入占总营业收入的98%。
非通用会计净利润达到2770万美元，占比17%，比去年同期提高了800个基点。
年度循环营业收入（ARR）同比增长12%，达到63500万美元，安防ARR增长26%，达到15200万美元，占总ARR的24%。
非通用会计毛利润率保持在82%，与预期一致。
Business Progress:
业务进展：
Jamf launched new partner programs and entered key strategic agreements, enhancing go-to-market capabilities and ecosystem partnerships.
Significant customer growth across various industries, specifically in professional services, financial services, and retail.
Implemented comprehensive system updates enhancing customer and partner experiences, and introduced mobile security SKU with successful product launches.
Hosted the 15th Annual Jamf Nation User Conference, highlighting management and security innovations for Apple-driven teams.
Jamf推出了新的合作伙伴计划，并签订重要战略协议，增强了市场推广能力和生态系统合作关系。
各行业客户量显著增长，特别是在专业服务、金融服务和零售业。
实施了全面的系统更新，提升了客户和合作伙伴的体验，并推出了成功的产品发布，包括移动安全SKU。
举办了第15届Jamf Nation用户大会，重点介绍了专为苹果团队设计的管理和安全创新。
Opportunities:
机会：
As part of the Microsoft ISV Partner Program, Jamf solutions will be hosted on Azure and sold through the Azure marketplace by late 2024, enhancing the cloud and AI-powered solutions for their joint customers.
The introduction of the Jamf Business Plan and mobile security solutions saw strong customer uptake, showing potential for further market penetration and scalability.
作为微软ISV合作伙伴计划的一部分，Jamf解决方案将于2024年底在Azure上架，并通过Azure市场进行销售，为双方客户提供增强的云端和人工智能解决方案。
推出了Jamf业务计划和移动安全解决方案，客户反响强烈，展现了进一步市场渗透和可扩展性的潜力。
Risks:
风险：
Faced headwinds in education sector, continued tight customer budgets, and extensive approval processes that might affect growth pace.
Device refresh cycles remain sluggish, potentially delaying full market penetration in key sectors like education and technology.
在教育领域面临挑战，持续受到客户预算的限制以及繁琐的批准流程的影响，可能影响增长速度。
设备更新周期仍然缓慢，可能会延迟在教育和科技等关键领域的市场全面渗透。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。
