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: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Great. And congrats, guys, on the IPO. Jill or Dean, cross-selling and up-selling into your base is one of the core drivers of sustained ARR growth.
Now I know both Connect and Protect are relatively newer products, but they can roughly double the average revenue per user.
Can you talk a bit more about what you're seeing today in terms of demand for those 2 add-on modules, and perhaps how they might ramp in
coming quarters and years? Especially considering security on Apple devices historically has been one of the bigger reasons for not deploying
Apple in the enterprise.
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Congrats, guys, on the deal and the results. Dean, I want to ask, with Apple moving to its own silicon for the Mac, curious if you see that having any
impact on your business, good or bad?
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Perfect. And I want to follow up, Matt asked about kind of cross-sell, upsell activity and traction there. As you continue to roll out new add-on
modules, how high is up for per-device fees before you might start to see some pause from buyers? In other words, is there a notional ceiling on
what they're willing to pay per device? I mean it's obviously higher from here, but where do you think that might be?
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