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    Jonathan Eisenson • Morgan Stanley

    Jonathan Eisenson's questions to Akamai Technologies Inc (AKAM) leadership

    Jonathan Eisenson's questions to Akamai Technologies Inc (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 Corp (JAMF) leadership

    Jonathan Eisenson's questions to Jamf Holding Corp (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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