The downsides: you've got new leadership in the former COO taking over as CEO, and frankly there's no actual concrete strategy on how the security products GTM. One look at the financials and you also realize, this company is being mismanaged financially pretty badly. Sales and marketing are 3x where they need to be to be healthy, as revenues haven't upticked to warrant the spend on those segments. So that means they're in a place of break-even for awhile, until they recognize other segments and are willing to invest in those for growth. And speaking of that....this is a typical software company that will absolutely jump the gun on hiring people with the expectation that revenue will automatically just generate by putting people into sales roles. Leadership at the highest levels fail to realize that without proper support of your product, services, etc, that you can't expect instant revenue gratification 6 months into one sales hire. They need to slow down, work on a 5 year plan, and build better business cases before overhiring.
If you're looking at Jamf, please ask extremely detailed questions around their 3-5 year GTM strategy plan for their security products, and be equally as keen to learn around their ROI expectations. Run, don't walk, away from anybody who can't answer those questions as specifically as possible before moving forward with them. If there's an excuse used around "technology environment is always changing so we have to be able to adapt", say thanks but no thanks, because that obviously means there's no concrete buy in from leadership on a strategy that makes sense. Jamf says they're Apple first...that's horribly incorrect. They are a Mac-first company, not Apple first. As long as you understand that walking in, that helps reset expectations properly. Lastly...very immature company when dealing with anything with channel partners or anything that's not a direct sale methodology. This is evident everywhere from sales operations to leadership at the highest levels to the direct sales reps and beyond. There's a lot of maturation and learning to be had by Jamf if they want to be successful and grow as a public company.
