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
: Congrats as well on the ARR acceleration. A little bit of a follow-up to Raimo's question on the strength in education. Are school
districts approaching their contracts this year differently with, obviously, elevated levels of at home? Or Dean, as you suggest, is it
more a function like this could be the new normal. In other words, even if kids aren't at home, the use of iOS devices in school will
sort of permanently be higher than maybe what it once was. And therefore, maybe the contracts are no different than maybe at
elevated levels, but you wouldn't necessarily expect them to kind of sort of come -- bring their seats down at, say, at some point.
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: I'm sure if there's a kid listening, they probably don't like to hear that, but you're probably right. And then as a follow-up, you
mentioned in your prepared remarks, I think you said it, Jamf Business Plan, which to me sounds like a bundled offering of multiple
products. I'm just sort of curious, is that the right way to think about that in terms of trying to sell sort of more products through a
bundle into the basin, maybe make it easier to consume and price? Is that the right way to think about that?
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Congrats on the nice quarter. Dean, maybe I could ask one about Protect. You noted a nice win with SAP, right, I think it's been a
customer for a while. So I guess I'm curious kind of what was the catalyst to get SAP to kind of act and take on Protect. What's the
early feedback been from them? And then when you talk about 28,000 Protect licenses, is that just a portion of their Mac base? Is
there still an opportunity to grow there? Just kind of how are they thinking about the rollout?
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Yes. Makes sense. And then maybe a follow-up on the health care segment, which I don't think we've talked about yet, just the
dynamics there. I'm curious, when you land a customer in that segment, do you tend to land more expanded? In other words, is the
hospital system typically, like, hey, we're an Apple organization, so you get a bunch of devices upfront? Or is there still that device
penetration story that we might see kind of play out more in the enterprise market?
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