Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Jamf Holding Corp achieved noteworthy results in the first quarter of 2025, with key highlights including a 10% year-over-year revenue growth and a non-GAAP operating income margin of 22%, surpassing company expectations.</li><li>Total Annual Recurring Revenue (ARR) increased by 9% to $658 million, with net new commercial ARR showing a year-over-year rise.</li><li>This represents a positive turn in ARR growth for the first time since the second quarter of 2022.</li></ul>

Jamf Holding Corp achieved noteworthy results in the first quarter of 2025, with key highlights including a 10% year-over-year revenue growth and a non-GAAP operating income margin of 22%, surpassing company expectations.Total Annual Recurring Revenue (ARR) increased by 9% to $658 million, with net new commercial ARR showing a year-over-year rise.This represents a positive turn in ARR growth for the first time since the second quarter of 2022.

Jamf Holdings Gets a Big Buyout: What Francisco Partners Plans to Do Next!

<ul><li>Jamf Holding Corp., a leading Apple-focused device management and security software provider, has become the subject of renewed M&A speculation after reports surfaced that the company is exploring a potential sale.</li><li>Citigroup has been retained as financial advisor, with sources suggesting that preliminary discussions with potential buyers are already underway.</li><li>At the center of this development is private equity firm Vista Equity Partners, which owns a significant 34% stake in Jamf and is reportedly looking to fully exit its investment.</li></ul>

Jamf Holding Corp., a leading Apple-focused device management and security software provider, has become the subject of renewed M&A speculation after reports surfaced that the company is exploring a potential sale.Citigroup has been retained as financial advisor, with sources suggesting that preliminary discussions with potential buyers are already underway.At the center of this development is private equity firm Vista Equity Partners, which owns a significant 34% stake in Jamf and is reportedly looking to fully exit its investment.

Jamf Holding's $1.4 Billion Shakeup: Citigroup Tapped As Vista Plots Its Exit

Jamf Holding: International Expansion & Currency Management to Refine & Optimize International Operations!

<ul><li>Jamf Holding Corp reported robust financial performance for the fourth quarter and full year 2024, highlighting steady growth across its key business sectors.</li><li>The company achieved an 8% year-over-year increase in revenue for Q4, while the full-year revenue growth reached 12%.</li><li>Moreover, Jamf demonstrated a strong non-GAAP operating income margin of 18% in Q4, surpassing expectations.</li></ul>

Jamf Holding Corp reported robust financial performance for the fourth quarter and full year 2024, highlighting steady growth across its key business sectors.The company achieved an 8% year-over-year increase in revenue for Q4, while the full-year revenue growth reached 12%.Moreover, Jamf demonstrated a strong non-GAAP operating income margin of 18% in Q4, surpassing expectations.

Jamf Holding Corp: Will Its Focus On Apple-Specific Security Solutions Pay Off?

<ul><li>Jamf, a leading software company specializing in Apple device management and security solutions, reported strong third-quarter 2024 results, surpassing revenue and non-GAAP operating income expectations.</li><li>The company's year-over-year revenue growth reached 12%, with subscription revenue comprising a dominant 98% of total revenue.</li><li>Non-GAAP operating income rose significantly to $27.7 million, reflecting a margin improvement from 9% to 17%.</li></ul>

Jamf, a leading software company specializing in Apple device management and security solutions, reported strong third-quarter 2024 results, surpassing revenue and non-GAAP operating income expectations.The company's year-over-year revenue growth reached 12%, with subscription revenue comprising a dominant 98% of total revenue.Non-GAAP operating income rose significantly to $27.7 million, reflecting a margin improvement from 9% to 17%.

JAMF Holdings: International Expansion Powering Our Bullishness! - Major Drivers

United States

Jamf Holding Corp. operates as a holding company. The Company, through its subsidiaries, focuses on technology solutions. Jamf Holding serves customers in the United States.

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Jamf Holding Corp (JAMF US)

Jamf Holdings Gets a Big Buyout: What Francisco Partners Plans to Do Next!

Jamf Holding Corp achieved noteworthy results in the first quarter of 2025, with key highlights including a 10% year-over-year revenue growth and...

Baptista Research

Jamf Holding's $1.4 Billion Shakeup: Citigroup Tapped As Vista Plots Its Exit

Jamf Holding Corp., a leading Apple-focused device management and security software provider, has become the subject of renewed M&A...

Baptista Research

Jamf Holding: International Expansion & Currency Management to Refine & Optimize International Operations!

Jamf Holding Corp achieved noteworthy results in the first quarter of 2025, with key highlights including a 10% year-over-year revenue growth and...

Baptista Research

Jamf Holding Corp: Will Its Focus On Apple-Specific Security Solutions Pay Off?

Jamf Holding Corp reported robust financial performance for the fourth quarter and full year 2024, highlighting steady growth across its key...

Baptista Research

JAMF Holdings: International Expansion Powering Our Bullishness! - Major Drivers

Jamf, a leading software company specializing in Apple device management and security solutions, reported strong third-quarter 2024 results,...

Baptista Research

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