Jamf Holding Corp. (NASDAQ:JAMF) Q4 2022 Earnings Conference Call February 28, 2023 4:30 PM ET Company Participants Jennifer Gaumond - Vice President-Investor Relations Dean Hager - Chief Executive Officer John Strosahl - President and Chief Operating Officer Ian Goodkind - Chief Financial Officer Conference Call Participants Joshua Reilly - Needham & Company DJ Hynes - Canaccord Rob Owens - Piper Sandler Raimo Lenschow - Barclays Matt Hedberg - RBC Capital Markets Matt Stotler - William Blair Gregg Mosk ...

苹果设备在企业中的普及和需求增加 - 苹果设备在企业中得到广泛接受，市场份额显著增长，目前在全球500强公司中普及，80%的公司为其定制应用程序[20] - 苹果设备在企业中的普及导致了对Mac电脑的需求增加，企业需要提供员工选择技术品牌的机会[21] 远程工作需求加速对解决方案的需求 - 远程和混合工作模式的兴起加速了对远程工作解决方案的需求[22] 公司提供的企业安全解决方案 - 公司是管理和保护苹果设备的标准，提供完整的企业安全解决方案[34] - 公司的SaaS解决方案为全生命周期企业安全和IT设备管理提供了云平台[34] - 公司的解决方案旨在提供技术和非技术IT人员一个单一软件平台来管理他们的终端用户设备[34] - 公司的自助服务应用使用户能够自行满足其IT需求[35] 公司的产品特点和功能 - 公司的应用生命周期和许可管理能力可以自动化关键工作流程[37] - 公司的终端保护解决方案专为苹果和移动设备设计，通过行为检测和预防来保护设备安全[38] - 公司的身份基础访问资源功能使用户可以轻松安全地连接到企业资源[40] - 公司的网络风险管理替代传统的条件访问和VPN技术，提供真正的ZTNA[41] 公司与苹果合作及技术领先地位 - 公司与苹果的关系持续增长，合作覆盖苹果生态系统的所有企业技术[42] - 通过研发投资和新产品，继续扩展技术领导地位[59] Jamf的产品和解决方案应用领域 - Jamf Safe Internet是为了帮助学校保护未成年人免受互联网上有害内容的影响[78] - Jamf的教育应用程序赋予教师、家长和学生控制、管理和保护设备的能力[81] - Jamf在医疗保健和其他垂直市场拥有一套独特的专利解决方案，简化用户和IT体验[82] 公司的财务状况和运营情况 - 公司截至2022年12月31日拥有2.243亿美元的现金及现金等价物[282] - 公司在2021年9月发行了3.738亿美元的0.125% 2026年到期票据[282] - 公司认为由于投资组合中的工具具有短期性质，不会受到利率变化的影响[282]

Jamf Holding Corp. (NASDAQ:JAMF) Q3 2022 Earnings Conference Call November 9, 2022 4:30 PM ET Company Participants Jennifer Gaumond – Vice President-Investor Relations Dean Hager – Chief Executive Officer John Strosahl – President and Chief Operating Officer Ian Goodkind – Chief Financial Officer Conference Call Participants Joshua Reilly – Needham Matt Stotler – William Blair Raimo Lenschow – Barclays DJ Hynes – Canaccord Matt Hedberg – RBC Koji Ikeda – Bank of America Chad Bennett – Craig-Hallum Michael R ...

0 The Standard for Apple in the Enterprise Earnings Presentation: Third Quarter 2022 Safe Harbor 1 Unless otherwise specified, financial information and other data presented in this presentation is presented as of September 30, 2022. The financial results and other data contained herein following July 1, 2021 include the impact of the Wandera acquisition, which closed on that date, unless otherwise specified. Jamf's historical results are not necessarily indicative of the results that may be expected in the ...

Jamf Holding Corp. (NASDAQ:JAMF) Q2 2022 Earnings Conference Call August 4, 2022 4:30 PM ET Company Participants Jennifer Gaumond - Vice President, Investor Relations Dean Hager - Chief Executive Officer Jill Putman - Chief Financial Officer John Strosahl - President and Chief Operating Officer Ian Goodkind - Chief Accounting Officer Conference Call Participants Matthew Hedberg - RBC Capital Markets Chad Bennett - Craig-Hallum Matthew Stotler - William Blair Robbie Owens - Piper Sandler Brian Essex - Goldma ...

0 The Standard for Apple in the Enterprise Earnings Presentation: Second Quarter 2022 Safe Harbor 1 Unless otherwise specified, financial information and other data presented in this presentation is presented as of June 30, 2022. The financial results and other data contained herein following July 1, 2021 include the impact of the Wandera acquisition, which closed on that date, unless otherwise specified. Jamf's historical results are not necessarily indicative of the results that may be expected in the fut ...

0 The Standard for Apple in the Enterprise Earnings Presentation: First Quarter 2022 Safe Harbor 1 Unless otherwise specified, financial information and other data presented in this presentation is presented as of March 31, 2022. The financial results and other data contained herein following July 1, 2021 include the impact of the Wandera acquisition, which closed on that date, unless otherwise specified. Jamf's historical results are not necessarily indicative of the results that may be expected in the fut ...

Jamf Holding Corp. (NASDAQ:JAMF) Q1 2022 Earnings Conference Call May 10, 2022 4:30 PM ET Company Participants Dean Hager – Chief Executive Officer John Strosahl – President & Chief Operating Officer Jill Putman – Chief Financial Officer Jennifer Gaumond – Vice President, Investor Relations Conference Call Participants Brian Essex – Goldman Sachs Rob Owens – Piper Sandler Matt Stotler – William Blair Joshua Reilly – Needham Nick Mattiacci – Craig-Hallum Vinod Srinivasaraghavan – Barclays Joey Marincek – JMP ...

Jamf Holding Corp (NASDAQ:JAMF) Q3 2021 Earnings Conference Call November 11, 2021 4:30 PM ET Company Participants | --- | |--------------------------------------------| | | | | | Jennifer Gaumond - IR Officer | | Dean Hager - CEO & Director | | Jill Putman - CFO | | Conference Call Participants | | David Hynes - Canaccord Genuity | | Chad Bennett - Craig-Hallum | | Sterling Auty - JPMorgan Chase & Co. | | Matthew Hedberg - RBC Capital Markets | | Raimo Lenschow - Barclays Bank | | Koji Ikeda - Bank of Amer ...

Jamf Holding Corp. (NASDAQ:JAMF) Q2 2021 Earnings Conference Call August 10, 2021 4:30 PM ET Â Company Participants Jennifer Gaumond – Vice President-Investor Relations Dean Hager – Chief Executive Officer Jill Putman – Chief Financial Officer Conference Call Participants Bhavan Suri – William Blair Sterling Auty – JPMorgan DJ Hynes – Canaccord Josh Reilly – Needham Rob Owens – Piper Sandler Chad Bennett – Craig-Hallum Gregg Moskowitz – Mizuho Pat Walravens – JMP Securities Rod Hall – Goldman Sachs Operator ...