Jamf’s second-quarter earnings show customers up 34%, devices up 22.4%

Apple’s in-house security and security solutions provider Jamf announced Quarterly results Yesterday, confirming the consolidation into Apple’s mobile device management market and shedding little light on the scale of Apple’s deployments.

Customers up 34% and Devices up 22.4%

What is the top line data of the company’s results? We know that the use of Apple in professional scenarios (enterprise, medical, education) continues to grow, and this appears to be reflected in Jamf’s findings. It revealed revenue growth in the second quarter of 34% (y/y) to $115.6 million in total GAAP revenue of $86.2 million, with an increase in subscription revenue and healthy growth for its recently introduced portfolio of security solutions.

Perhaps the biggest evidence of Apple’s growing presence is that Jamf now claims to operate 28.4 million devices across 67,000 customers, an increase of 5.2 million devices and 17,000 customers over last year.

This customer number indicates a 34% increase in terms of Jamf users and a 22.4% increase in the volume of supported device deployments. (The latter includes Macs, iPhones, iPads, and Apple TVs.)

“Increasing demand for Jamf’s wide range of security solutions combined with a boosting replacement market for core management solutions shows that Jamf’s unique approach to supporting and expanding Apple innovations on the same day they are made available is proving more valuable than ever to existing and new customers,” Jamf CEO Dean Hager He said in a statement.

Industry consolidation continues

While speaking during the company’s financial call, Jamf sheds a little light on his findings. She noted that customers are increasingly replacing the alternative MDM services with those offered by Jamf. She said that reflects the need to keep up with Apple’s new systems as they ship, she noted Standardization continues across the industry.

“The majority of the software providers that were considered leaders in the enterprise mobile management market just five years ago have merged into other organizations, creating additional challenges for their engineering teams to continue to innovate at Apple’s pace,” Hager said during the conference. call the analyst.

Hager claimed that Jamf Products replaced more than 35,000 seats in a leading EMM solution via “just four customer wins.” Hajar also noted the rapid adoption of the company’s expanding segment Enterprise Security and Education Products.

Companies are still moving to Apple

The company has also shared insights into some of Apple’s biggest migrations it has seen, including Red Bull, which has now boosted its fleet from Mac and iOS to Jamf Pro. These announcements revealed the scale and extent of adoption of Apple’s solutions across business.

Hager cited a multinational food distributor who now has 13,000 Apple products in use; a behavioral therapy group that has 6000 in place; 15,000 seats distributed across a “pre-eminent e-commerce and online retail company”. The company said Jamf has also been certified through one of the largest hospital networks in Florida.

Hager mentioned a series of other deployments, but the main thing should be that the Apple suite is now seeing frontline use across a variety of industries. Jamf noted that this pattern is universal, emphasizing that it has secured some of Apple’s large customers internationally.

“Our international markets have continued to grow faster outside the United States,” the company said.

But supply chain challenges remain

However, for all the gains, Jamf also hinted that the Mac and iPad present problems for Apple recently approved rate may slow Apple certification.

Perhaps one of the most important revelations from Apple watchers was to confirm this Hardware supply problems delaying projects. we had I thought this might be a problem This quarter, but the disclosure hints that the scarcity of hardware supplies may affect companies looking to expand Apple’s reach.

[Also read: Jamf CIO: Apple will be the No. 1 enterprise endpoint by 2030]

The results also confirmed a sense of caution across business markets.

The company said it is experiencing prolonged sales cycles, which indicates that customers are trying to limit non-essential spending. At the same time, she also noted that in terms of budget adjustments, what it offers comes at a relatively small cost but provides an effective ROI for IT management; Jamf appears confident that it can withstand the challenging climate prevailing.

Why do companies adopt Apple?

Hager discussed five critical capabilities that drive companies to move to Apple (and Jamf):

  • Ability to separate personal and private data on applications upon user registration.
  • support for 1 tick on.
  • Jamf support for network access without trust.
  • The ability to set VPN configurations for each application so that users do not need to consider them.
  • Jamf’s self-service enterprise application store, which helps IT managers and end users to assign or install the applications they need.

All of these capabilities have been revealed to be important over the past few years, as the pandemic has simply accelerated adoption and increased need.

You can listen to the financial call over here.

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