Lucas Morison's questions to Jamf Holding Corp (JAMF) leadership • Q1 2025
Question
Speaking for DJ Hynes, Lucas Morison asked about the potential business impact if customers pull forward Apple device purchases due to tariff concerns. He also inquired about early momentum and pipeline development in the Azure marketplace channel.
Answer
CEO John Strosahl stated that while Jamf hasn't seen a direct impact from device pull-forwards, any expansion of Apple's footprint is a long-term positive. On the channel front, he confirmed that the Azure marketplace is showing early traction similar to the success seen with AWS, with deals already closed and a building pipeline supported by Microsoft sales partners.