Apple-in-the-enterprise MDM and safety options supplier Jamf introduced its quarterly results yesterday, confirming consolidation within the Apple moble machine administration market and shedding a little bit gentle on the size of Apple enterprise deployments.
Prospects up 34%, units up 22.4%
What’s the highest line information from the corporate’s outcomes? We all know Apple use in skilled eventualities (enterprise, medical, schooling) continues to develop, and this appears to be mirrored by the Jamf outcomes. It disclosed second quarter income progress of 34% (yr over yr) 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.
Maybe the most important 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 yr 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.)
“Growing demand for Jamf’s broad line of safety options mixed with a strengthening alternative marketplace for core administration options present that Jamf’s distinctive strategy to assist and lengthen Apple improvements the identical day they’re made out there is proving to be extra helpful than ever to current and new clients,” Jamf CEO Dean Hager said in a statement.
Business consolidation continues
Talking through the firm’s fiscal name, Jamf shed a little bit gentle on its outcomes. It famous that clients are more and more shifting to switch various MDM providers with these offered by Jamf. It mentioned that this displays the necessity to hold tempo with Apple’s new techniques as they ship, and in addition famous that consolidation across the industry continues.
“The vast majority of the software program suppliers that had been thought of leaders within the enterprise mobility administration market simply 5 years in the past have been consolidated into different organizations, resulting in extra challenges for his or her engineering groups to proceed innovating on the tempo of Apple,” Hager mentioned through the analyst name.
Hager claimed that Jamf merchandise changed over 35,000 seats of 1 main EMM answer throughout “simply 4 buyer wins.” Hager additionally pointed to fast adoption of the corporate’s widening tranche of enterprise and education security products.
Enterprises nonetheless shifting to Apple
The corporate additionally shared insights into a few of the bigger Apple migrations it had skilled, together with Pink Bull, which has now consolidated its Mac and iOS fleet to Jamf Professional. These bulletins revealed the size 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 distinguished ecommerce and on-line retail firm.” Jamf has additionally been adopted throughout one in all Florida’s largest hospital networks, the corporate mentioned.
Hager talked about a sequence of different deployments, however the primary take away ought to be that Apple’s equipment 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 worldwide markets have continued to develop sooner exterior the US,” the corporate mentioned.
However provide chain challenges stay
Nonetheless, for all of the wins, Jamf additionally hinted that the Mac and iPad provide issues Apple recently acknowledged could also be decelerating the speed of Apple enterprise adoption.
Maybe probably the most necessary revelations for Apple watchers was affirmation that hardware supply issues delayed projects. We had anticipated this may be a problem within the quarter, however the revelation hints that {hardware} provide shortage could also be impacting enterprises in search of 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 corporate mentioned it was seeing elongated gross sales cycles, suggesting clients try to restrain pointless spending. On the similar time, it additionally identified that by way of finances changes, what it offers comes at a comparatively small price however delivers an efficient ROI for IT administration; Jamf appears assured it could possibly maintain its personal within the prevailing difficult ambiance.
Why are enterprises adopting Apple?
Hager mentioned 5 crucial capabilities prompting corporations to maneuver to Apple (and Jamf):
- The power to separate private and personal information on apps on person enrollment.
- Assist for Single Sign On.
- Jamf’s assist for zero belief community entry.
- The power to assign per-app VPN configurations so customers don’t want to think about 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 necessary throughout the previous few years, with the pandemic merely accelerating adoption and growing want.
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