Apple delivered a blowout first quarter and shed some light on how the iPhone and iPad are quickly becoming entrenched in the enterprise. That corporate momentum means bad news for the likes of Research in Motion as well as a bevy of Android competitors.
On an earnings conference call following the earnings results (statement), Apple CFO Peter Oppenheimer said that the iPhone and iPad are being added to the enterprise approved device list at a rapid clip. Apple's entry point to the enterprise revolves around consumerization---the trend where employees bring their own devices to work.
Tim Cook, chief operating officer of Apple, said:
I think that the consumerization of the enterprise is one of the megatrends that are occurring. I think the most forward-looking CIOs are coming to the realization that the productivity of the person, the creativity of the employee is materially more important than everyone using the same thing. And that the ability to write apps in a simple and straightforward manner for the phone or the iPad through the SDK is an incredible thing, and you can wind up literally running your whole business off of an iPad or an iPhone. So I think the list of ideas and places that people can go there are -- were unimaginable just a few months ago. And so I see an enormous potential there. The numbers are already incredible. Think about this, the iPad started shipping in April, and we are already up to 80% of the largest companies deploying or piloting the product. This is unheard of, at least in my dealings with the enterprise over the years. Generally enterprises are much slower, much more cautious and uses things that have been in the market for a long time. I think to everyone's credit they have seen the value of this from a productivity and creativity point of view, and they are really moving fast. So I think we are just scratching the surface right now.
Here's a look at Apple's enterprise mojo by the numbers:
11: Number of large companies cited by Oppenheimer as recent adds to the enterprise iPhone bandwagon. Oppenheimer said:
Most recently Fortune 500s like Wells Fargo, Archers Daniel Midlands, DuPont, Staples, Starbucks and Genworth Financial, and Global 500 accounts such as Nissan Motor, BBVA, Standard Chartered Group and Dannon have made iPhone available to their employees.
80 percent: Portion of Fortune 100 already deploying or piloting the iPad.
65 percent: Percentage increase in Fortune 100 iPad pilots from the September to December quarters.
6: Number of recent iPad pilot programs cited by Oppenheimer. Companies with iPad pilots include: JPMorgan Chase, Cardinal Health, Wells Fargo, Archer Daniels Midland, Sears Holding and DuPont.
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