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
: Congrats on the strong quarter here, and I appreciate all the growth retention stats that you shared. That's super impressive. Dean, I want to ask
how significant do you think monetization of non-Apple devices can be over time? To be honest, I don't even know where it stands today, but can
it get to 10%, 20% of revenue over time? I know that's hard to answer, given how fast the Apple business is growing, but I'd love to get your thoughts.
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Yes. Yes, that's great to hear. And then in terms of -- you alluded to some of the success that you're having with the Business Plan, right? Are there
additional bundles that you're considering now as the portfolio expands? Like can you pull in some of these network security solutions into a
bundle that will kind of increase landing ASPs? How are you thinking about that?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: I'll just keep it to one here for the sake of time. Jill, you obviously -- [you don't say] the ARR. And obviously, the comparisons are more difficult in
the second half due to Wandera. But I'm wondering, directionally, how should we think about ARR growth relative to the 28% midpoint revenue
guide? I mean, should it grow similar to that? Or are there any puts and takes that we should consider?
Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst
: Dean and Jill, it's actually Matt Stotler. Just a couple of quick ones here. One more on Wandera. Obviously, some really good momentum in that
business in Q4. We'd love to just kind of maybe get an update on the integration there. Obviously, there's been good retention of personnel so far.
Clearly moving forward with some of the go-to-market stuff. And particularly -- so what's left there? And particularly interested in the ability to sell
core Jamf products through that traditional Wandera channels and the carriers specifically. I would love an update on that.
Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst
: Got it. That's super helpful. And then one follow-up. You recently announced the -- this Google integration and BeyondCorp Alliance membership.
I would love to just get your thoughts on the importance of this integration, that membership and how enabling Mac use with GCP either augments
the market opportunity or augments the access that you have to your market opportunity?
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