Jamf S1

For those who were unaware, Jamf is an enterprise management company that offers Apple device management. This is an interesting time for them to IPO, as Apple just acquired one of their competitors a week ago..

Metrics highlights: $225M ARR, growing 40% YoY; 120% net revenue retention; 17 month S&M Payback (LTM, subscription gross margin basis); -11% operating margin; $6K average ARR/customer