Asymco

Asymmetric Intelligence

Apple's Business Strategy

Nota Bene · 1 comment

by

Remember the orifices?

Apple’s top-line is benefiting from an expanding enterprise footprint. In the first quarter of fiscal 2026, the company saw strong adoption with Snowflake deploying more than 9,000 Mac devices while AstraZeneca rolled out more than 5,000 M5-powered iPad Pros to its pharmaceutical sales team. Mexico’s largest domestic retailer – Coppel – added MacBook Air to its growing fleet of more than 10,000 iPad devices.

In the trailing 12 months, Apple’s devices have been adopted by the likes of BMW Group (tens of thousands of iPhones), Capital One added MacBook Airs, while the Czech Republic’s largest bank, Ceska sporitelna, is using more than 5,000 iPhones in addition to its existing thousands of iPads and Macs. Other notable users include PayPal, Roche, and Thailand’s Siam Commercial Bank. Apart from iPhones, iPads and MacBooks, Apple Vision Pro is gaining adoption. Apple’s visionOS 26 introduced new enterprise APIs that empower companies to build their own spatial experiences. This is expected to further drive the adoption of Apple devices.

The company is now bringing Apple Business that combines built-in mobile device management, business email and calendar services with custom domain support. Apple Business can help enterprises grow their reach and connect with local customers across Apple Maps, Mail, Wallet, Siri, and more. Apple is set to introduce a new option coming this summer that will enable businesses in the United States and Canada to place local ads in Maps during key search and discovery moments. Beginning April 14, Apple Business will be available as a free service in the United States and more than 200+ countries and regions to new and existing users of Apple Business Connect, Apple Business Essentials and Apple Business Manager.

Source: Yahoo Finance

NB: Is it going to move the needle? I don't think that's the right question...

...Selling to businesses is not a strategy for Apple. It's money on the table after succeeding in consumers. Apple has a plan to leverage its base and wait for businesses to come to it. This story is 50 years old and nothing has changed. Apple’s installed base has surpassed more than 2.5 billion devices. If businesses don't want to join the popular choice, then it's on them if employees and customers are frustrated.

Apple Business is there to provide a minimum requirement (hygiene) to accept Apple platforms into companies. Apple's call is: Solutions exist. Do the right thing.

 


Subscribe to Asymco One for more in-depth analysis and commentary like this.

Asymco One gives you full access to our research, analysis, and commentary: Nota Bene, Research, the weekly Bulletin, the Asymetric podcast, and monthly Office Hours. Subscribe at asymco.com/one.

Posted by:


1 comment

  1. FredHS ·

    Made famous by the Stones, "Time is on my side".

    More people entering the work force will be iPhone/Mac first, especially in talent based organizations. Top down organizations will impose legacy tech, legacy ideas, etc.

    Who wins - talent based or legacy based?

    Time is on my side.

Leave a comment

Getting the form ready…