The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Yes, yes. Perfect. Super helpful. And maybe one quick one, just to follow-up. Now that we're kind of entering in a period of more normal buying
patterns, kind of lapping that accelerated buying pattern of the pandemic, how should we think about seasonality for ARR and revenue kind of as
we fine-tune our models for the remainder of the year?
Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst
: Just a couple from me. I guess, one, you maybe want to take it all the way back to the Apple relationship, right? I think we got the really interesting
piece of news that Apple is shutting down Fleetsmith, which I think is a pretty strong validation of what you guys have been saying about kind of
that move and thoughts around that development over the past couple of years.
Obviously, they still have Apple Business Essentials. But as you've spoken about before, that appears to be more of a new channel rather than
anything that's really competitive. So any update you can give, any color you can provide in terms of the relationship with Apple as a partner as a
customer? And then what you're seeing in terms of using that Apple Business Essentials as a channel for kind of upselling Jamf, if you will?
Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst
: Understood. Understood. And then just maybe 1 follow-up. You mentioned the kind of the carrier relationships that you're building out. That's
something you had talked about previously as a potential benefit from bringing Wandera into the picture. I would love to just get kind of -- obviously,
it's relatively early. It seems with some of these relationships, so the traction seems to already be pretty encouraging. Would love to just get some
updated thoughts on kind of the time line for ramping those relationships. And thoughts on how that, I guess, expands your effective SAM from
here, your serviceable addressable market?
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MAY 10, 2022 / 8:30PM, JAMF.OQ - Q1 2022 Jamf Holding Corp Earnings Call
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