Jamf Holding Corp at William Blair Growth Stock Conference Transcript

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

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Right. And so I mean, how do you think about the size of that market opportunity, right? It's not just mobile device management. It's broader than that, and we'll get to that in a little bit. But as you think about Apple Enterprise Management, how do you size that opportunity?

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : And so as you think about, I mean, $18 billion, that's even taking that number is a pretty sizable opportunity. So when you think about the market landscape you operate in, the other companies that are trying to do this, what does that look like? And what's the differentiation Jamf provides that provides a sustainable advantage in that market?

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Right, right. And I guess one of the main questions that we get related to that, given the relationship with Apple is what are Apple's intentions in this market, right? And a couple of years ago, right, with IPO, they made a small acquisition there. They actually recently announced their end-of-lifing products. And so -- which seems to validate that idea that Apple will be a long-term partner here rather than a potential competitor over time. We'd love to just go over that relationship with Apple and all the different characteristics and how you think about that going forward and how you think about what they still do provide as being actually an incremental opportunity for Jamf.

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Right. Right. And so switching gears a little bit to the development roadmap and kind of what you've built. As you kind of touched on, you went from kind of mobile device management, specific to Apple and since especially in the last 5 years or so you have expanded that very broadly to provide a lot more value. Can you just walk us through that journey and go over what the full suite looks like today? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 06, 2022 / 8:20PM, JAMF.OQ - Jamf Holding Corp at William Blair Growth Stock Conference

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Right. And so obviously, a lot of, I guess, important things that you can do or very value-add things that you can do in having those 2 components together, as you think about -- and we'll dive a little bit further in the security piece in a second. But as you think about the roadmap, and what the most natural adjacencies are looking forward, how do you think about that pipeline for new products? And where are you seeing the most demand pull from your customers in terms of other capabilities?

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Right. And there's a number of software application providers out there that do a number of different things with cybersecurity and device security at Okta, for example. How does -- can you just talk a little bit about how -- what you do, interact with those solutions or coexist with those solutions?

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Right. Yes. And so you've -- obviously, as we've been talking about, expanding that portfolio of security products over time. Now you have Connect, Protect, Private Access, Threat Defense, Data Policy, some of which came from the recent acquisition of Wandera. Can you talk a little bit about that acquisition, which I think it was very complementary to kind of what you had, but we'd love to kind of dig it out a little bit?

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Right. And maybe we can do that demo on the breakout.

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : If anyone's interested. So maybe just one more on the product side. You mentioned a lot around trying to automate workflows or make them more seamless. One that you guys have done and that you were able to really add a lot of value during COVID is you've created a lot of very vertical-specific workforce. So health care, hospitality, different things. Can you talk about those solutions a little bit, maybe the pipeline for what you're looking at going forward there?

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Right, right. And so taking a step back, the topic of COVID, obviously, there's been a lot more than that going on in the past couple of years. But I would love to just get an overview of, I guess, where the -- where COVID was maybe an opportunity, where it was a headwind. And as we get into a kind of reopening environment, what the trends look like and how you expect those to kind of play out, I think, to get the normal?

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Right. So we've got a couple of minutes here. I think maybe one question kind of leading off of what you just said that's important to go over is this idea and this question that we've gotten about, how much is your growth tied to growth in Apple device?

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Right. So we'd love to just get your thoughts on the correlation there and how you grow in an environment where maybe we do go into recession or there's something in the device level, it's fluctuating?

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : With Jamf enabling that? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 06, 2022 / 8:20PM, JAMF.OQ - Jamf Holding Corp at William Blair Growth Stock Conference

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Right. Well, thanks again for being here. It's been a pleasure.

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Thank you, guys, for coming.