The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: DJ Hynes from Canaccord. Maybe I want to direct it Beth, Sam and Wudi. I mean, this event is obviously a massive feedback loop for
you guys. I'm curious -- what were customers asking for? What resonated with you, kind of where are you guys in terms of kind of
delivering against those asks?
Unidentified Company Representative
It's a huge broad range of things that the customers were interacting with are bringing to the table. I would say, if I tried to group it
in some of the meetings that I had an opportunity to participate in they are asking for more of what we've actually given them, how
do I get to see that adoption and here are the few barriers that we would have inside of our organization. John talked about some
of our expansion in the past has been directly from feedback where we go, we've taken care of these barriers, but here's the next
hurdle to seeing that adoption.
It's still in the -- we got to tighten up our integration, both with the tools and technologies that exist in those orgs. And there's things
that we can bring into our platform. I still find sometimes that they would rather see it come through us than maybe sometimes tie
it back in, depending upon the customer and where they're positioned. So a lot of questions there. I would say, number two, we
have added a ton of tech in the last few years. There's been a lot of conversation with customers where they don't actually know
everything that they currently own from us.
A good portion of the meetings that I've had I'm coming back and responding with that's here we can actually connect you with
one of our customer success team members or otherwise to actually get you involved and start rolling that out to deploying it, you
actually own it. And that's been a fun part sometimes when you get that validation if they're asking for something that's there and
they're delighted when they walk out and they're excited. And I would say the third piece that comes in when I kind of take a look
at it is they are talking about -- they expect to see growth actually coming back in as they're looking at it.
And it's in areas that are all of the edges that Sam when he kind of talked about it is they may have the for person, and they're looking
at specific purpose that they're trying to bring in or actually bringing it into the platform. And they're asking questions about, hey,
this is a different workflow or a different solution. An example of that, that I would give that kind of comes on to the tech is it's been
a number of years that Apple's had great solutions that require a managed Apple ID. I feel like this is the year when we've talked to
enterprise customers, they are all working and planning to do their projects to actually move over, which means they unlock a whole
pile of technology that's actually sitting there for their uses and workflows.
These are not weekend projects for them. These are 6 months or more kind of planned activities, but the discussion is about how
do they take advantage of that and continuing to leverage into the platform.
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: That's helpful commentary. Maybe a follow-up for Liz. Well, clearly, the value of Jamf is kind of connectivity management, security,
all in one. I'm curious from a go-to-market messaging has -- given the momentum you're seeing in security, has that become like
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: DJ from Canaccord again. Ian, you talked about kind of drivers of operating leverage. Sales and marketing efficiency, pretty
straightforward, leveraging the channel, et cetera. The other one you mentioned was financial process automation. Can you just
talk a little bit about what that means, what you're doing, kind of where you are in those processes?
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Liz, can I ask you one about like competitive dynamics and what you're seeing in the field? And I think we all understand the value
prop that Jam delivers versus the horizontal device management players. But maybe speak to kind of the Apple specific or Apple
focused firms that are out there? I know they're much, much smaller. You guys clearly have kind of the brand in the space. What are
they used to sell against you? Where are they trying to put holes in the Jamf story? Who's showing up the most? I'd love to hear that
sort of stuff.
|