Jamf Announces Strategic Reinvestment Plan
Jamf (NASDAQ: JAMF), the Apple device management specialist, has announced a comprehensive strategic reinvestment plan alongside expectations to exceed Q2 2025 guidance. The plan includes two major initiatives: a go-to-market enhancement focusing on Enterprise customers and SMB channel optimization, and accelerated AI investments across their product platform.
The restructuring involves a 6.4% workforce reduction, expected to result in charges of $11.0-12.5 million primarily in Q3 2025. The company anticipates exceeding its previous Q2 2025 guidance of $167.5-169.5 million in revenue and $29.5-30.5 million in non-GAAP operating income. The strategic plan implementation is expected to be substantially complete by the end of Q4 2025.
Jamf (NASDAQ: JAMF), specialista nella gestione dei dispositivi Apple, ha annunciato un piano strategico di reinvestimento completo, accompagnato dalla previsione di superare le stime per il secondo trimestre del 2025. Il piano comprende due iniziative principali: un potenziamento della strategia di go-to-market focalizzato sui clienti Enterprise e sull'ottimizzazione del canale SMB, e un'accelerazione degli investimenti in AI su tutta la piattaforma di prodotti.
La ristrutturazione prevede una riduzione del personale del 6,4%, che dovrebbe comportare oneri tra gli 11,0 e i 12,5 milioni di dollari principalmente nel terzo trimestre del 2025. L’azienda prevede di superare le precedenti stime per il Q2 2025, che indicavano ricavi tra 167,5 e 169,5 milioni di dollari e un reddito operativo non-GAAP tra 29,5 e 30,5 milioni di dollari. L’implementazione del piano strategico dovrebbe essere sostanzialmente completata entro la fine del quarto trimestre 2025.
Jamf (NASDAQ: JAMF), especialista en gestión de dispositivos Apple, ha anunciado un plan integral de reinversión estratégica junto con expectativas de superar las previsiones del segundo trimestre de 2025. El plan incluye dos iniciativas principales: una mejora en la estrategia de salida al mercado enfocada en clientes empresariales y la optimización del canal SMB, y una aceleración de las inversiones en inteligencia artificial en toda su plataforma de productos.
La reestructuración implica una reducción del 6,4% en la plantilla, que se espera genere cargos de entre 11,0 y 12,5 millones de dólares principalmente en el tercer trimestre de 2025. La compañía anticipa superar sus previsiones anteriores para el Q2 2025, que eran ingresos de 167,5 a 169,5 millones de dólares y un ingreso operativo no-GAAP de 29,5 a 30,5 millones de dólares. Se espera que la implementación del plan estratégico esté prácticamente completa para finales del cuarto trimestre de 2025.
Jamf (NASDAQ: JAMF)는 애플 기기 관리 전문 기업으로, 2025년 2분기 가이던스를 초과 달성할 것으로 기대하며 종합적인 전략적 재투자 계획을 발표했습니다. 이 계획에는 엔터프라이즈 고객에 중점을 둔 시장 진출(go-to-market) 강화와 SMB 채널 최적화, 그리고 제품 플랫폼 전반에 걸친 AI 투자 가속화라는 두 가지 주요 이니셔티브가 포함되어 있습니다.
이번 구조조정은 6.4%의 인력 감축을 포함하며, 주로 2025년 3분기에 1,100만~1,250만 달러의 비용이 발생할 것으로 예상됩니다. 회사는 2025년 2분기 매출 1억6,750만~1억6,950만 달러, 비-GAAP 영업이익 2,950만~3,050만 달러의 기존 가이던스를 초과할 것으로 전망합니다. 전략 계획의 실행은 2025년 4분기 말까지 상당 부분 완료될 것으로 예상됩니다.
Jamf (NASDAQ: JAMF), spécialiste de la gestion des appareils Apple, a annoncé un plan complet de réinvestissement stratégique avec des prévisions dépassant les objectifs du deuxième trimestre 2025. Le plan comprend deux initiatives majeures : une amélioration de la stratégie go-to-market axée sur les clients Entreprise et l’optimisation du canal PME, ainsi qu’un accélération des investissements en IA sur l’ensemble de leur plateforme produit.
La restructuration prévoit une réduction de 6,4 % des effectifs, entraînant des charges estimées entre 11,0 et 12,5 millions de dollars principalement au troisième trimestre 2025. La société anticipe de dépasser ses précédentes prévisions pour le deuxième trimestre 2025, qui tablaient sur un chiffre d’affaires de 167,5 à 169,5 millions de dollars et un résultat opérationnel non-GAAP de 29,5 à 30,5 millions de dollars. La mise en œuvre du plan stratégique devrait être largement achevée d’ici la fin du quatrième trimestre 2025.
Jamf (NASDAQ: JAMF), Spezialist für Apple-Geräteverwaltung, hat einen umfassenden strategischen Reinvestitionsplan angekündigt und erwartet, die Prognosen für das zweite Quartal 2025 zu übertreffen. Der Plan umfasst zwei Hauptinitiativen: eine Verbesserung der Markteinführungsstrategie mit Fokus auf Unternehmenskunden und die Optimierung des SMB-Kanals sowie beschleunigte KI-Investitionen über die gesamte Produktplattform hinweg.
Die Umstrukturierung beinhaltet eine 6,4%ige Reduzierung der Belegschaft, die voraussichtlich Aufwendungen von 11,0 bis 12,5 Millionen US-Dollar hauptsächlich im dritten Quartal 2025 verursachen wird. Das Unternehmen rechnet damit, die bisherigen Prognosen für das zweite Quartal 2025 von 167,5 bis 169,5 Millionen US-Dollar Umsatz und 29,5 bis 30,5 Millionen US-Dollar Non-GAAP-Betriebsergebnis zu übertreffen. Die Umsetzung des strategischen Plans soll bis Ende des vierten Quartals 2025 weitgehend abgeschlossen sein.
- Expected to exceed Q2 2025 revenue guidance of $167.5-169.5 million
- Strategic focus on Enterprise customers who deliver higher growth and stronger retention
- Accelerating AI investments to enhance product platform and operational efficiency
- Implementation of automated customer solutions for improved operational efficiency
- 6.4% workforce reduction across go-to-market and other functions
- Restructuring charges of $11.0-12.5 million expected in Q3 2025
- Organizational disruption during transition period through Q4 2025
Insights
Jamf announces strategic refocus with workforce reductions while exceeding Q2 guidance, suggesting short-term cost but long-term potential.
Jamf is implementing a significant strategic pivot that combines revenue outperformance with organizational restructuring. The company is exceeding its Q2 2025 guidance on both revenue (above
The strategic reinvestment plan has two key components. First, Jamf is realigning its go-to-market approach by prioritizing enterprise customers that deliver higher growth, stronger retention, and better ROI. Simultaneously, they're simplifying their SMB approach through channel partners and automation. Second, they're accelerating AI investments across their product platform and internal operations to enhance productivity.
To fund these initiatives, Jamf announced a
The company's decision to exclude these restructuring charges from non-GAAP measures suggests management views this as a one-time investment rather than an ongoing operational issue. More importantly, the fact that Jamf is making these changes while exceeding financial expectations indicates this is a proactive strategic shift rather than a reactive cost-cutting exercise.
This reorganization appears designed to sharpen Jamf's focus on its most profitable customer segments while streamlining operations for improved efficiency. The increased investment in AI capabilities aligns with the broader industry trend of leveraging automation for operational improvements and enhanced product offerings.
Q2 2025 Financial Results Expected to Exceed High End of Guidance Ranges
MINNEAPOLIS, July 15, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced a strategic reinvestment plan to help drive long-term growth, improve operational efficiency and enhance shareholder value.
Jamf’s recent comprehensive systems update, spanning both front- and back-office operations, has provided enhanced insights into Jamf’s business and growth opportunities. As a result, Jamf is embarking on a strategic reinvestment plan to support the continued success of the business. This plan includes strategic reallocation of resources to allow for investment in areas with the highest potential to fuel growth and drive additional operational leverage in the business. Two key focus areas are:
1. Go-To-Market Enhancement
Jamf is taking steps to realign its go-to-market organization to allow for investment in areas that have the greatest opportunity for growth and align with our platform strategy via the Jamf for Mac, Jamf for Mobile, Jamf for K-12, and Jamf for SMB solutions.
- Enhance growth in Enterprise: increasing investment and resources to support Enterprise customers, which deliver higher growth, stronger retention, and greater return on investment.
- Simplify approach to SMB: scaling through the channel while also developing a more automated customer solution and experience to deliver greater customer value and improve operational efficiency.
2. AI Investments
In addition to the efficiencies experienced over the last year from deploying AI within the sales, product and customer success groups, Jamf is further accelerating investments in AI capabilities that improve the customer experience in the Jamf product platform and drive further productivity enhancements by accelerating delivery of AI- and automation-driven solutions across the entire organization.
In order to facilitate the strategic reinvestment plan, the Company will reduce its workforce by approximately
Jamf currently estimates that it will incur charges of approximately
Q2 2025 Financial Results Expected to Exceed High End of Guidance Ranges
Jamf expects to exceed the high end of the guidance ranges previously issued with respect to the second quarter of 2025. On May 6, 2025, the company issued the following guidance ranges for the second quarter of 2025:
- Total revenue of
$167.5 t o$169.5 million ; and - Non-GAAP operating income of
$29.5 t o$30.5 million .
The Company will provide more details regarding the strategic reinvestment plan and its financial impact on subsequent periods during its second quarter 2025 earnings call to be held on August 7, 2025.
Non-GAAP Financial Measures
This press release includes reference to non-GAAP Operating Income, a non-GAAP financial measure, which reflects operating income (loss) excluding certain non-operational or non-recurring items, including amortization expense, stock-based compensation, acquisition-related expense, payroll taxes related to stock-based compensation, system transformation costs, and other special or non-recurring items. Jamf believes that non-GAAP financial measures, may be helpful to investors because they provide consistency and comparability with Jamf’s past financial performance, provide additional understanding of factors and trends affecting Jamf’s business, and assist in comparisons with other companies, some of which use similar non-GAAP information to supplement their GAAP result. Non-GAAP Operating Income is presented for supplemental informational purposes only and should not be considered a substitute for operating income (loss) presented in accordance with GAAP. The principal limitation of non-GAAP financial measures is that they exclude certain expenses that are required by GAAP to be recorded in Jamf’s financial statements. In addition, non-GAAP financial measures are subject to inherent limitations as they reflect the exercise of judgment by Jamf’s management about which expenses are excluded or included in determining these non-GAAP financial measures. Further, non-GAAP financial measures are not standardized. It may not be possible to compare these financial measures with other companies’ non-GAAP financial measures having the same or similar names.
Forward-Looking Statements
This press release contains “forward looking statements” within the meaning of the federal securities laws that involve risks and uncertainties, including, but not limited to, statements regarding statements regarding the Company’s expectations for its financial and operating performance in the second quarter of 2025, the benefits Jamf anticipates from the strategic reinvestment plan, the strategic reinvestment plan and its impact on Jamf’s business and financial results, including with respect to Jamf’s ability to achieve growth and profitability goals, and Jamf’s estimates of the amount and timing of charges that it expects to incur in connection with the strategic reinvestment plan. The expectations expressed or implied in these forward-looking statements may not turn out to be correct. The forward-looking statements contained herein are also subject to additional risks, uncertainties, and factors, including those more fully described in Jamf’s Annual Report on Form 10-K for the fiscal year ended December 31, 2024. Additional information is also set forth in Jamf’s Quarterly Report on Form 10-Q for the fiscal quarter ended March 31, 2025, as well as the subsequent periodic and current reports and other filings that Jamf makes with the Securities and Exchange Commission from time to time. Moreover, Jamf operates in a very competitive and rapidly changing environment, and new risks and uncertainties may emerge that could have an impact on the forward-looking statements contained herein. The forward-looking statements included herein relate only to events as of the date hereof. Jamf undertakes no obligation to update or revise any forward-looking statement as a result of new information, future events or otherwise, except as otherwise required by law.
About Jamf
Jamf’s purpose is to simplify work by helping organizations manage and secure an Apple experience that end users love and organizations trust. Jamf is the only company in the world that provides a complete management and security solution for an Apple-first environment designed to be enterprise secure, consumer simple and protects personal privacy. To learn more, visit www.jamf.com.
Investor Contact
Jennifer Gaumond
ir@jamf.com
Media Contact
Liarna La Porta
media@jamf.com
FAQ
What are the key components of Jamf's (NASDAQ: JAMF) strategic reinvestment plan for 2025?
How many employees will be affected by Jamf's 2025 workforce reduction?
What is Jamf's Q2 2025 revenue guidance?
When will Jamf complete its strategic reinvestment plan implementation?
How is Jamf planning to enhance its Enterprise customer strategy?
