Jamf's Q2 earnings show customers up 34%, devices up 22.4%

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Apple-in-the-enterprise MDM and safety options supplier Jamf introduced its quarterly outcomes yesterday, confirming consolidation within the Apple moble machine administration market and shedding a little bit gentle on the dimensions of Apple enterprise deployments.

Prospects up 34%, units up 22.4%

What’s the highest line knowledge from the corporate’s outcomes? We all know Apple use in skilled eventualities (enterprise, medical, schooling) continues to develop, and this appears to be mirrored by the Jamf outcomes. It disclosed second quarter income progress of 34% (yr over yr) to $115.6 million for GAAP gross revenue of $86.2 million, with will increase in subscription revenues and good progress for its lately launched safety options portfolio.

Maybe the most important proof of Apple’s surging presence is that Jamf now claims to handle 28.4 million units throughout 67,000 clients, up 5.2 million units and 17,000 clients from a yr in the past.

That buyer determine suggests a rise of 34% when it comes to Jamf customers and a 22.4% enhance within the scale of deployments of supported units. (The latter embrace Macs, iPhones, iPads, and Apple TV.)

“Growing demand for Jamf’s broad line of safety options mixed with a strengthening substitute marketplace for core administration options present that Jamf’s distinctive method to help and prolong Apple improvements the identical day they're made out there is proving to be extra beneficial than ever to present and new clients,” Jamf CEO Dean Hager mentioned in a press release.

Trade consolidation continues

Talking through the firm's fiscal name, Jamf shed a little bit gentle on its outcomes. It famous that clients are more and more shifting to interchange various MDM companies with these offered by Jamf. It mentioned that this displays the necessity to hold tempo with Apple’s new techniques as they ship, and in addition famous that consolidation throughout the business continues.

“The vast majority of the software program suppliers that have been thought-about leaders within the enterprise mobility administration market simply 5 years in the past  have been consolidated into different organizations, resulting in further challenges for his or her engineering groups to proceed innovating on the tempo of Apple,” Hager mentioned through the analyst name.

Hager claimed that Jamf merchandise changed over 35,000 seats of 1 main EMM answer throughout “simply 4 buyer wins.” Hager additionally pointed to fast adoption of the corporate’s widening tranche of enterprise and schooling safety merchandise.

Enterprises nonetheless shifting to Apple

The corporate additionally shared insights into a few of the bigger Apple migrations it had skilled, together with Purple Bull, which has now consolidated its Mac and iOS fleet to Jamf Professional. These bulletins revealed the dimensions and extent to which Apple’s options are being adopted throughout enterprise.

Hager cited a multinational meals distributor that now has 13,000 Apple merchandise in use; a behavioral remedy group that has 6,000 in place; and a 15,000-seat distribution throughout “a distinguished ecommerce and on-line retail firm.” Jamf has additionally been adopted throughout considered one of Florida’s largest hospital networks, the corporate mentioned.

Hager talked about a collection of different deployments, however the primary take away ought to be that Apple’s equipment is now seeing front-line use throughout a various variety of industries. Jamf famous this sample is world, confirming it has secured some massive Apple-based shoppers internationally.

“Our worldwide markets have continued to develop quicker outdoors the US,” the corporate mentioned.

However provide chain challenges stay

Nevertheless, for all of the wins, Jamf additionally hinted that the Mac and iPad provide issues Apple lately acknowledged could also be decelerating the speed of Apple enterprise adoption.

Maybe one of the crucial essential revelations for Apple watchers was affirmation that hardware provide points delayed initiatives. We had anticipated this can be an issue within the quarter, however the revelation hints that hardware provide shortage could also be impacting enterprises in search of to broaden their Apple deployment.

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

The outcomes additionally confirmed a way of warning throughout enterprise markets.

The corporate mentioned it was seeing elongated gross sales cycles, suggesting clients try to restrain pointless spending. On the similar time, it additionally identified that when it comes to finances changes, what it supplies comes at a comparatively small value however delivers an efficient ROI for IT administration; Jamf appears assured it might maintain its personal within the prevailing difficult ambiance.

Why are enterprises adopting Apple?

Hager mentioned 5 essential capabilities prompting corporations to maneuver to Apple (and Jamf):

  • The power to separate private and personal knowledge on apps on consumer enrollment.
  • Assist for Single Signal On.
  • Jamf’s help for zero belief community entry.
  • The power to assign per-app VPN configurations so customers don’t want to think about them.
  • Jamf’s self-serve enterprise app retailer, which helps IT managers and finish customers assign apps or set up the apps they require.

All these capabilities have been revealed as essential throughout the previous few years, with the pandemic merely accelerating adoption and rising want.

You'll be able to take heed to the monetary name right here.

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