Jamf Holding Corp To Host Investor Event at Jamf Nation User Conference Transcript

The following is excerpted from the question-and-answer section of the transcript.

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 the pointy tip of the spear with

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.