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財年第三季度業績會通話記錄摘要：
Financial Performance:
財務表現:
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.
第三季度同比營業收入增長12%，訂閱營業收入佔總營業收入的98%。
非通用會計淨利潤達到2770萬美元，佔比17%，比去年同期提高了800個點子。
年度循環營業收入（ARR）同比增長12%，達到63500萬美元，安防ARR增長26%，達到15200萬美元，佔總ARR的24%。
非通用會計毛利潤率保持在82%，與預期一致。
Business Progress:
業務進展：
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計劃，並簽訂重要戰略協議，增強了市場推廣能力和生態系統合作關係。
各行業客戶量顯著增長，特別是在專業服務、金融服務和零售業。
實施了全面的系統更新，提升了客戶和合作夥伴的體驗，並推出了成功的產品發佈，包括移動安全SKU。
舉辦了第15屆Jamf Nation用戶大會，重點介紹了專爲蘋果團隊設計的管理和安全創新。
Opportunities:
機會：
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.
作爲微軟ISV合作伙伴計劃的一部分，Jamf解決方案將於2024年底在Azure上架，並通過Azure市場進行銷售，爲雙方客戶提供增強的雲端和人工智能解決方案。
推出了Jamf業務計劃和移動安全解決方案，客戶反響強烈，展現了進一步市場滲透和可擴展性的潛力。
Risks:
風險：
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.
在教育領域面臨挑戰，持續受到客戶預算的限制以及繁瑣的批准流程的影響，可能影響增長速度。
設備更新週期仍然緩慢，可能會延遲在教育和科技等關鍵領域的市場全面滲透。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。
