Smart play to focus on businesses with fewer than 500 employees, as those are the most likely to grow in the next 3-7 years into larger accounts, and they don't have the 12-18mo sales cycle and shennanigans of an enterprise. It's a strategic departure from being a consumer luxury product company, and the shift to enterprise suggests they're out of ideas, but at the rate they're losing consumer growth I'd say they've…
> the shift to enterprise suggests they're out of ideas Pretty sure its just the way to profit off of all types of users, keep cash flow coming and grow the business. When their app store faces anti-trust, and everyone already has an iphone and the next igadget is 5 years away, how do you generate growth?
I'd suggest this is the definition of being out of ideas, as the way they grew last time was they invented the iPhone, and then the iPod, and then the Airbook, Apple Watch, and AirPods. Then there was the mini tracking device to help you believe every other product wasn't already a tracking device.
Imo, the negative inflection point was the AppleTV launch where it was just a bunch of celebrities, and for Cook to stay at the helm, he needs to deliver a Jobs level win. Enterprise may be his "second envelope," as I think it's a safety play.
Reframing your question as, what can they re-invent next? That's hard to answer without being that level of design thinker. Cook's team is designing products for a very different world than the one Jobs did. The aesthetics, aspirations, and even power means different things now, as they say, what got us here doesn't get us where we need to go next. The enterprise product is going to be huge revenue wise, but innovation wise, I think it's treading water.
Maybe the smartest thing to do is to turn Apple into a company that doesn't need to run on genius anymore, and fork a design driven ventures division with a mission to get exposure to early stage brilliance instead. What Jobs did was bring artists to tech, but that whole play was predicated on a bohemian/creative class that doesn't matter the same way anymore because their rarity and scarcity was an artifact of geography that is no longer a factor. This bringing something from one place to another aspect of Jobs' vision (and cultural arbitrage) breaks down when that physical distance is no longer meaningful.
The distance to bridge with products now is intellectual, educational, cultural, political, etc, and maybe we don't want it bridged now, maybe what we desire is that distance again. The next iPhone level innovation won't be a signifier of joining the middle class of that time, it will be either a barrier to it, or an escape from it.