Jamf Holding Corp 2025年季度报告

☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period endedJune30, 2025 OR TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period fromto JAMF HOLDING CORP. (Exact name of registrant as specified in its charter) Securities registered pursuant to Section12(b)of the Act: Name of each exchange on which registered The NASDAQ Stock Market LLC Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d)of the Securities Exchange Act of1934 during the preceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to suchfiling requirements for the past 90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405of RegulationS-T (§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant was required to submitsuch files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, oran emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growthcompany” in Rule12b-2 of the Exchange Act. Large accelerated filer☒Smallerreportingcompany☐ Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section13(a)of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).Yes☐No☒ On July23, 2025, the registrant had132,836,708shares of common stock, $0.001 par value, outstanding. JAMF HOLDING CORP. TABLE OF CONTENTS PART I.FINANCIAL INFORMATION Item1.Financial Statements (unaudited)4Condensed Consolidated Balance Sheets — June 30, 2025 and December31, 20244Condensed Consolidated Statements of Operations — Three and Six Months Ended June 30, 2025 and 20245Condensed Consolidated Statements of Comprehensive Income (Loss) — Three and Six Months EndedJune 30, 2025 and 20246Condensed Consolidated Statements of Stockholders’ Equity — Three and Six Months Ended June 30, 2025and 20247Condensed Consolidated Statements of Cash Flows — Six Months Ended June 30, 2025 and 20249Notesto Condensed Consolidated Financial Statements11Note 1. Basis of presentation and description of business11Note 2. Summary of significant accounting policies11Note 3. Financial instruments fair value14Note 4. Acquisitions15Note 5. Goodwill and other intangible assets18Note 6. Leases19Note 7. Commitments and contingencies19Note 8. Debt20Note 9. Stock-based compensation22Note 10. Net loss per share23Note 11. Income taxes24Note 12. Segment and geographic information25Note 13. Restructuring activities26Note 14. Subsequent events26Item2.Management’s Discussion and Analysis of Financial Condition and Results of Operations30Item3.Quantitative and Qualitative Disclosures About Market Risk46Item4.Controls and Procedures46PART II.OTHER INFORMATION47Item1.Legal Proceedings47Item1A.Risk Factors47Item2.Unregistered Sales of Equity Securities and Use of Proceeds48Item3.Defaults Upon Senior Securities48Item4.Mine Safety Disclosures48Item5.Other Information48Item6.Exhibits49Signatures50 GLOSSARY We use acronyms, abbreviations, and other defined terms throughout this quarterly report on Form 10-Q. These terms aredefined below. Jamf Holding Corp. and its wholly owned subsidiaries, collectively, are referred to as the “Company,” “we,” “us,” or“our.” Item1.Financial Statements JAMF HOLDING CORP.CONDENSED CONSOLIDATED BALANCE SHEETS(in thousands, except share and per share amounts) JAMF HOLDING CORP.CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY(in thousands, except share amounts)(unaudited) JAMF HOLDING CORP.CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY (continued)(in thousands, except share amounts)(unaudited) JAMF HOLDING CORP.CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS(in thousands)(unaudited) JAMF HOLDING CORP.CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (continued)(in thousands)(unaudited) JAMF HOLDING CORP.NOTESTO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS(unaudited) Note 1.Basis of presentation and description of business Description of business We are the standard in managing and securing Apple at work, and we are the only company in the world that provides acomplete management and security solution for an Apple-first environment that is designed to be enterprise secure, consumer simple,and protective of personal privacy. We help IT and security teams confidently protect the devices, data, and applications used