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MINNEAPOLIS - Jamf (NASDAQ:JAMF), a $1.42 billion market cap company specializing in Apple device management and security, announced Tuesday its inclusion in the Microsoft Security Store Partner Ecosystem. The company, which maintains a healthy 79.31% gross margin and has achieved 11.36% revenue growth over the last twelve months, is currently trading below its InvestingPro Fair Value.
The company was selected based on its experience with Microsoft Security technologies, willingness to provide feedback on new functionality, and its relationship with Microsoft, according to a press release statement. InvestingPro analysis reveals that Jamf’s strategic partnerships could help strengthen its market position, with dozens more exclusive insights available to subscribers.
"We’re excited to continue aligning our go to market efforts with Microsoft as we deliver more integrated value for our customers in the Microsoft Security Store," said Henry Patel, Chief Strategy Officer at Jamf.
The collaboration aims to provide management and security integration for organizations using Apple hardware alongside Microsoft platforms and services. The partnership focuses on providing secure single sign-on capabilities and workflows while giving IT departments visibility across device fleets.
Dorothy Li, Corporate Vice President of Security Copilot, Ecosystem and Marketplace at Microsoft, stated that the Microsoft Security Store is designed to simplify cybersecurity approaches by offering curated trusted solutions and AI agents that integrate with Microsoft Security.
As part of this ecosystem, Jamf will help shape the development of the Microsoft Security Store by providing feedback on features, integration experiences, and customer requirements. The company will publish certified solutions that integrate with Microsoft Security products.
The Microsoft Security Store centralizes security solutions and AI agents to streamline discovery, acquisition, and deployment of security technologies, featuring industry framework alignment, simplified billing, and guided deployment options. For a deeper understanding of Jamf’s market position and growth potential, check out the comprehensive Pro Research Report, available exclusively on InvestingPro, covering this and 1,400+ other top US stocks.
In other recent news, Jamf reported a 50% year-over-year increase in partner-driven deal registrations as part of its Global Partner Program, launched in August 2024. Partner-driven annual recurring revenue now accounts for over 60% of Jamf’s total ARR. Additionally, Jamf announced non-GAAP earnings per share of $0.18 for the second quarter of 2025, aligning with consensus expectations, and posted a non-GAAP operating income of $33.5 million, surpassing the consensus estimate of $30.0 million. The company also revealed a strategic shift involving a 6.4% workforce reduction to focus more on enterprise market and artificial intelligence investments, with estimated severance costs between $11.0 and $12.5 million. Needham has adjusted its price target for Jamf to $20.00, maintaining a Buy rating, while Citizens JMP lowered its price target to $18.00 but continues to rate the stock as Market Outperform. JMP Securities reiterated its Market Outperform rating with a price target of $18.00, highlighting Jamf’s expansion to support Android devices. These developments reflect Jamf’s ongoing efforts to enhance its market position and operational efficiency.
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