Despite so many macroeconomic problems, Apple the company’s growth story continues — and last week the company announced another harbinger that suggests that direction will continue.
What’s driving Apple’s growth story?
The biggest trends driving this growth are pretty well known. They include consumer ITmovement towards employee selectionApple’s great success consumer markets and the company deserved it safety reputation, product reliability and overall lower operating costs.
These powerful engines generate their own energy, and now it seems to create another strong force for Apple in the enterprise.
This means that across all of Apple’s categories, the company is now experiencing a marked increase in first-time customers.
In Apple’s latest financial call, the company’s executives took place several posts on this. The iPhone not only attracted double-digit growth in the number of people who switched from Android, but also The Mac revival also seems to have begun.
Apple claims that more than half of Mac purchases are from first-time buyers, two-thirds of Apple Watch sales are from people who have never bought one before, and more than 50% of iPad sales are from customers who have never owned the device. . tablets.
Where the Mac goes, eventually the iPad will come
While iPad sales have been a weak point in this story, the company is far from unique in this experience. IDC claims global sales of tablets fell by 8.8% year-on-year. IDC also reports that Apple sold as many iPads in the third quarter (Apple’s fourth fiscal quarter) as the next three largest tablet companies combined: Apple, it said, sold 14.5 million iPads compared to Samsung (7 .1 million), Amazon (4.3 million) and Lenovo (2.7 million).
These IDC data are partly confirmed Strategic analytics, which ties Apple for 14.9 million iPad sales. Its data shows that the iPad has sold more than all the tablets sold in the world by the four largest vendors: Samsung (7.2 million), Amazon (3.7 million), Lenovo (2.7 million) and Huawei (1.3 million).
The fact that half of all Apple tablets are sold to people who have never owned an iPad before is a testament to Apple’s firm grip on the tablet industry.
Mac sales have reached their highest peak in the company’s history, and Apple continues to work to bring the Mac and iPad together as the perfect productivity companions for the unwritten future of today’s new Mac customers investing in an iPad in addition to a PC replacement instead of the next couple of years.
This complementary wave of iPhone, Mac, iPad peaks is the perfect opportunity for Apple management to build each successive wave on top of the success of the other. Just as record iPhone sales helped create record Mac sales, these PC sales should help drive iPad adoption in the next wave until the process repeats itself again. All Apple needs to do is keep customers happy.
Today’s enterprise market mirrors the consumer market. While Apple’s actual corporate sales figures are difficult to quantify, most serious industry insiders I’ve spoken to in recent months seem to be leaning toward the share growing above 50% before it starts to overcome significant barriers. eri.
At least one CEO doesn’t seem to think there are many barriers to climbing even higher. Jamf CIO Lin Lam predicts that Apple will #1 corporate supplier by 2030. That seems increasingly likely.
Although the present is not easy, everything can and will change
Meanwhile, Apple continues to benefit as employee selection schemes (a must as business leaders try to recruit and retain experienced workers during the so-called Great Retirement) continue to favor Apple.
Counterpoint technology put it this way. “Overall, Apple’s strong hold over its user base continues to act as a growth engine, while its ‘walled garden’ approach continues to drive traction and attract new users across the ecosystem.” The current macro meetings remain a temporary obstacle to a longer-term growth supercycle as the company’s installed base continues to set new records.”
The trick is that Apple’s installed base tends to expand its investment in this ecosystem over time — and each new wave is a future refresh cycle.
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