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    Jonathan Eisenson

    Research Analyst at Morgan Stanley

    Jonathan Eisenson is an Equity Research Associate at Morgan Stanley, specializing in technology sector coverage with a particular focus on companies including Akamai Technologies and Gen Digital. Previously, he worked as a stock analyst at BofA Securities, where he achieved a 100% success rate and generated an average return of 48.15% on his stock ratings, ranking among the top third of Wall Street analysts. Eisenson's career began after completing his undergraduate studies at Cornell University in 2020, followed by research roles at BofA Securities before joining Morgan Stanley in March 2024. He holds professional credentials with FINRA registration through Morgan Stanley and possesses a strong academic background in Applied Economics and Management.

    Jonathan Eisenson's questions to AKAMAI TECHNOLOGIES (AKAM) leadership

    Jonathan Eisenson's questions to AKAMAI TECHNOLOGIES (AKAM) leadership • Q2 2025

    Question

    Speaking for Sanjit Singh, Jonathan Eisenson asked about the revenue contribution from the Edgeio acquisition and how it is tracking against the initial guidance range.

    Answer

    CFO Ed McGowan stated that while it's difficult to track the exact contribution due to customer overlap, the acquisition is performing as expected. He suggested performance is likely at the higher end of the initial $85M to $105M range, supported by better overall trends in the Delivery business and successful upselling to newly acquired customers.

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    Jonathan Eisenson's questions to Jamf Holding (JAMF) leadership

    Jonathan Eisenson's questions to Jamf Holding (JAMF) leadership • Q3 2024

    Question

    Jonathan Eisenson, on behalf of Morgan Stanley, asked for an update on the Apple device refresh cycle and for any initial framing of expectations for next year's ARR growth relative to the Analyst Day guidance.

    Answer

    CEO John Strosahl explained that a broad-based device refresh has not yet materialized, particularly in tech and education, as some customers await more powerful Apple Silicon devices. Incoming CFO David Rudow stated that while the 2025 plan is still in development, the long-term model from the Analyst Day appears reasonable, with formal guidance to come with Q4 results.

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