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    Priyanka [indiscernible]

    Research Analyst at JPMorgan Chase & Co.

    Priyanka Kodikal is an Executive Director and Senior Equity Research Analyst at JPMorgan Chase & Co., specializing in the coverage of Medical Supplies and Devices within the Healthcare sector. She covers key companies including Medtronic, Boston Scientific, Baxter International, and Stryker, and her research is recognized for insightful calls that have contributed positively to client portfolio performance, though specific public rankings or return metrics are not available. Priyanka began her finance career at Barclays as an Equity Research Associate in 2011 before moving to JPMorgan in 2014, where she steadily advanced to her current leadership role. She holds Series 7, 63, 86, and 87 securities licenses and is valued for her deep sector expertise and recognized analysis in the healthcare industry.

    Priyanka [indiscernible]'s questions to Jamf Holding (JAMF) leadership

    Priyanka [indiscernible]'s questions to Jamf Holding (JAMF) leadership • Q4 2024

    Question

    Priyanka, on for Samik Chatterjee, asked which verticals might be showing sluggishness in Mac adoption and what management's expectations are for hiring trends across verticals in 2025.

    Answer

    CEO John Strosahl responded that while overall Mac growth has been less robust due to hiring, Jamf has not seen adoption go backward in any specific vertical and noted a recent uptick in the tech sector. Regarding 2025 hiring, he expressed cautious optimism based on Q4's performance but stressed that it's too early to call a sustained trend and that the company is not yet counting on a broad-based recovery.

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