Jamf’s Q2 earnings present clients up 34%, units up 22.4%
The Apple-in-the-enterprise options supplier additionally confirms large-scale new buyer wins as companies migrate to Apple.
Jamf Now
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 somewhat mild on the dimensions of Apple enterprise deployments.
Customers up 34%, units up 22.4%
What’s the highest line knowledge from the corporate’s outcomes? We know Apple use in skilled eventualities (enterprise, medical, training) continues to develop, and this appears to be mirrored by the Jamf outcomes. It disclosed second quarter income progress of 34% (12 months over 12 months) to $115.6 million for GAAP gross revenue of $86.2 million, with will increase in subscription revenues and good progress for its not too long ago launched safety options portfolio.
Perhaps the largest 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 12 months in the past.
That buyer determine suggests a rise of 34% by way of Jamf customers and a 22.4% improve within the scale of deployments of supported units. (The latter embody Macs, iPhones, iPads, and Apple TV.)
“Increasing demand for Jamf’s broad line of security solutions combined with a strengthening replacement market for core management solutions show that Jamf’s unique approach to support and extend Apple innovations the same day they are made available is proving to be more valuable than ever to existing and new customers,” Jamf CEO Dean Hager stated in an announcement.
Industry consolidation continues
Speaking throughout the firm’s fiscal name, Jamf shed somewhat mild on its outcomes. It famous that clients are more and more shifting to interchange different MDM companies with these supplied by Jamf. It stated that this displays the necessity to maintain tempo with Apple’s new programs as they ship, and likewise famous that consolidation throughout the business continues.
“The majority of the software providers that were considered leaders in the enterprise mobility management market just five years ago have been consolidated into other organizations, leading to additional challenges for their engineering teams to continue innovating at the pace of Apple,” Hager stated throughout the analyst name.
Hager claimed that Jamf merchandise changed over 35,000 seats of 1 main EMM answer throughout “just four customer wins.” Hager additionally pointed to fast adoption of the corporate’s widening tranche of enterprise and training safety merchandise.
Enterprises nonetheless shifting to Apple
The firm additionally shared insights into a number of the bigger Apple migrations it had skilled, together with Red Bull, which has now consolidated its Mac and iOS fleet to Jamf Pro. 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 prominent ecommerce and online retail company.” Jamf has additionally been adopted throughout one among Florida’s largest hospital networks, the corporate stated.
Hager talked about a collection of different deployments, however the principle take away must be that Apple’s package is now seeing front-line use throughout a various variety of industries. Jamf famous this sample is international, confirming it has secured some large Apple-based purchasers internationally.
“Our international markets have continued to grow faster outside the US,” the corporate stated.
But provide chain challenges stay
However, for all of the wins, Jamf additionally hinted that the Mac and iPad provide issues Apple not too long ago acknowledged could also be decelerating the speed of Apple enterprise adoption.
Perhaps one of the vital 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 searching for 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 firm stated it was seeing elongated gross sales cycles, suggesting clients try to restrain pointless spending. At the identical time, it additionally identified that by way of finances changes, what it supplies comes at a comparatively small price however delivers an efficient ROI for IT administration; Jamf appears assured it may maintain its personal within the prevailing difficult environment.
Why are enterprises adopting Apple?
Hager mentioned 5 essential capabilities prompting firms to maneuver to Apple (and Jamf):
- The capability to separate private and personal knowledge on apps on person enrollment.
- Support for Single Sign On.
- Jamf’s assist for zero belief community entry.
- The capability to assign per-app VPN configurations so customers don’t want to contemplate 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 vital throughout the previous couple of years, with the pandemic merely accelerating adoption and growing want.
You can hearken to the monetary name right here.
Please observe me on Twitter, or be part of me within the AppleHolic’s bar & grill and Apple Discussions teams on MeWe.