Apple-IBM deal: trouble for Google, Microsoft

InformationWeek:

But the potential windfall from the partnership will be constrained by Apple’s already considerable success. The company holds a commanding position in the enterprise mobile device market and might not be able to climb much higher. According to CEO Tim Cook, “over 98% of the Fortune 500 and over 92% of the Global 500 [are using] iOS devices in their business today.”

Recent figures from mobile device management firm Good Technology suggest slightly more potential for growth. In May, the company reported that among its customers activating mobile devices on its mobile security platform during the first quarter of 2014, 72% ran iOS, 27% ran Android, and 1% ran Windows Phone.

Compared to the previous quarter, Android activations increased one percentage point while iOS and Windows Phone activations remained flat. In other words, Apple’s leadership position in the enterprise mobile market looks fairly secure; neither Google nor Microsoft appear to be gaining market share very rapidly.

And (my favorite):

Google knows it has to push Android harder in the enterprise market, but Apple’s alliance with IBM has made the mountain it must climb that much more steep. Microsoft, after years wandering in the wilderness, has just arrived at the base of the mountain, only to realize it’s carrying too much baggage.



  • matthewmaurice

    “[Apple] holds a commanding position in the enterprise mobile device market and might not be able to climb much higher.” FFS, don’t these morons understand math? Yes, Tim says “over 98% of the Fortune 500 and over 92% of the Global 500 [are using] iOS devices in their business today.” But that doesn’t mean that 98% of the mobile devices in the Fortune 500 are iOS. Apple will have room to grow until everyone Fortune/Global 500 employee has an iPhone and an iPad. And when it gets to that point they’ll have to change their name to Microsoft.

    • EVula

      Not to mention that the Fortune 500 doesn’t include every company out there. There are probably lots of mid-level corporations who could benefit from this as well. (and I’d think the IT departments at major colleges would love this as well, given Apple’s placement in education)

      • Walt French

        If you’re talking to IT types, Fortune 500 status is a bit of a badge of membership, or perhaps aspirational — or a reference point.

        Methinks there are more employees, potential sales to be made at small businesses. But in IT’s eyes those are shops that have to make do with the kids’ stuff.

  • http://www.johncblandii.com John C. Bland II

    See, marketshare matters. :-D #pokingthebear

    They’re right now. If executed right, since it means nothing right now, this could be a big problem. We’ll see how this compares to Android L’s work vs home device profiles [1 device with separated apps/data] plus Knox.