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    Isaac Piliavin

    Research Analyst at Barclays

    Isaac Piliavin is an Assistant Vice President at Barclays Investment Bank, specializing in investment research and strategic advisory within the banking and markets sector. He has covered companies such as Lion Finance Group (BGEO) and TBC, producing actionable recommendations and performance tracking including a 114% USD return for BGEO over twelve months and 566% over the past three years. With over six years of industry experience, Piliavin began his career as a Portfolio Risk Intern at Rockland, later serving as Co-President of the UMass Finance Society before joining Barclays in July 2022 and moving to his current AVP role in March 2025. He holds a Bachelor of Business Administration from the Isenberg School of Management, UMass Amherst, and possesses advanced research credentials in banking and strategic advisory.

    Isaac Piliavin's questions to Jamf Holding (JAMF) leadership

    Isaac Piliavin's questions to Jamf Holding (JAMF) leadership • Q1 2025

    Question

    On behalf of Raimo Lenschow, Isaac Piliavin asked for an update on the sales pipeline heading into the seasonally strong education quarters and whether the 'Jamf K-12' bundle improved visibility. He also inquired about the expected cadence of free cash flow generation for the remainder of the year.

    Answer

    CEO John Strosahl expressed optimism for the education season, citing a building pipeline and enhanced market position due to the new K-12 bundle and Identity Automation acquisition. CFO David Rudow explained that free cash flow should improve throughout the year as DSOs normalize. High DSOs in Q1 were a temporary result of back-end loaded billings from the recent systems update, with collections expected to catch up in the coming months.

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