(Free) Convequity's 20 Min Podcast EP05: JAMF
Click the following link to listen.
https://convequity.larksuite.com/file/boxusfSApMidxipYLgscLOUBSfG
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Updates: JAMF 3Q23 - Apple Leader With Catalysts Coming
Summary
* JAMF is a company that has been sensitive to the declining economic climate, though the NTM outlook is positive thanks to expected refresh cycles.
* We discuss why MDMs are important, why Apple penetrating the corporate environment is a long-term tailwind, and why JAMF is far superior as an Apple-first MDM and security vendor.
* JAMF's valuation indicates a notable margin of safety over the long-term, though in the near-term there could be further downside until next year's catalys
Updates - Jamf 3Q22
Summary
* Apple's rise in the enterprise will continue to be the major tailwind for Apple-focused Jamf.
* Innovations like Apple's Declarative Management should give Apple-focused MDM vendors another upperhand over multi-OS vendors.
* Jamf is showing strength amid challenging times thanks to a shift in strategic focus to
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