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
: Dean, really nice to see the consistent growth here. I want to follow up on the Business Essentials topic just because it seems the most topical.
We're going to a bunch of questions on it. So just 3 simple questions. So First, has there been any change in your relationship with Apple as a
customer? Second, has there been any change in your relationship with Apple as a channel partner, I think the answer is no, based on what you
said about those, I'd like to hear you say it? And then Third, what percent of your revenue comes from companies with less than 500 employees
today?
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Yes. Perfect. And then I want to ask about Wandera and just on the numbers there. So if I'm asked right, I think it added $26 million or $27 million
in ARR in the quarter. So first, does purchase accounting impact that? And second, any color on how fast Wandera is growing?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Dean, I think what -- [it still] look to me to was a lot of strength in -- on the commercial side of the house. When you sort of think towards 4Q and
even more so 2022, what are some of the things that give you confidence that, that strength will continue?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: That's great. And then, Jill, I think you noted there was 1.8 million devices added in the quarter. And I couldn't -- I think you said that, that also
included some from Wandera, is that correct?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: So then -- because I think last quarter, you added about 1.4 million devices. Is that kind of in the ballpark maybe of kind of the organic adds for 3Q?
Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst
: It's Matt Stotler on for Bhavan. I guess maybe just one from us. In terms of -- you talked previously about vertical-specific products and workflows,
you're seeing some pretty strong adoption, whether that's health care. I think there's also travel hospitality. Let's just get an update on those
products? And then as you think about opportunities to expand that set of offerings from a forward development perspective, what's kind of top
of mind for you?
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