Isaac Piliavin's questions to Jamf Holding Corp (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.