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Lucas Morison

Lucas Morison

Research Analyst at Canaccord Genuity

Boston, MA, US

Luke Morison is Vice President of Equity Research at Canaccord Genuity LLC, specializing in coverage of technology-sector companies with a focus on firms like Appian Corporation and other software and cloud providers. Known for his analytical rigor, Morison has contributed to key earnings call insights and maintained strong research output since joining Canaccord Genuity in 2021 after serving as a Research Associate. He holds FINRA registration (CRD# 6430361), demonstrating compliance with industry standards for securities analysis and investment research. Morison is recognized for his expertise within equity research and his contributions to the firm’s technology-focused investment strategies.

Lucas Morison's questions to Jamf Holding (JAMF) leadership

Question · Q1 2025

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.

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