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Why isn't Apple attacking the enterprise market?

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Re: Why isn't Apple attacking the enterprise market?

#21
Personally I think they are happy leaving that work to others. It’s dirty, thankless work. Apple is still well represented in every enterprise I’ve ever worked in. But they don’t want to build an AD server that also manages PCs and their commitment to their office suite isn’t about the market penetration that office and Google have with their competing offerings.

But every enterprise is chock full of iPhones and MacBooks, for which they collect very healthy margins.

Re: Why isn't Apple attacking the enterprise market?

#22

Earlier quoted context omitted.

> what would they gain from doing "enterprise"? They are valued at 3.4 trillion dollars with a P/E ratio of 34. They can give a lot of that up, or they can continue to grow, as their current valuation demands. > Further: please define "enterprise market". It's simple enough to think of it as some thing they are not doing, but can do, to make money. It's much less of a stretch than cars, which is one thing they've exp…

Their trailing PE is 34. Markets are forward looking however. Their forward PE is ~30. Whether or not that is reasonable is another story.

[deleted]

Re: Why isn't Apple attacking the enterprise market?

#23
post #4

Apple used to have some enterprise hardware products, like the XServe (rackmount Mac.) They also had Mac OS Server. They must've had a reason to stop.

Seems pretty clear, in hindsight. Microsoft won the enterprise "stack" by bringing Active Directory and the Office products to Mac. They were blatantly willing to go cross-platform, which meant Windows Server would be a sure choice for expanding companies that wanted to pay extra to ignore compatibility (and even then, neither MacOS Server nor Windows Server were that good of an idea).

So if Apple couldn't win the integrated product segment of the server market, they had to compete against the post-dotcom-bubble cloud behemoth. The one that had been more or less cannibalized by Linux and brought down to-cost or even below-cost by AWS. MacOS Server could carve out a cutesy niche as an accessible FTP server and Time Machine host, but they couldn't make a business out of it when Linux did it all for free.

Re: Why isn't Apple attacking the enterprise market?

#24

Earlier quoted context omitted.

> what would they gain from doing "enterprise"? They are valued at 3.4 trillion dollars with a P/E ratio of 34. They can give a lot of that up, or they can continue to grow, as their current valuation demands. > Further: please define "enterprise market". It's simple enough to think of it as some thing they are not doing, but can do, to make money. It's much less of a stretch than cars, which is one thing they've exp…

Their trailing PE is 34. Markets are forward looking however. Their forward PE is ~30. Whether or not that is reasonable is another story.

Only 30? I'm sure that takes all the pressure to grow off of them.

Re: Why isn't Apple attacking the enterprise market?

#25
Because their products are not enterprise-level. I work in a company that provides macbooks to developers and we have over 500 apple silicon macs and managing them is an absolute nightmare.

Hardware is terrible quality, they have so many issues with faulty screens and charging and every time you have to send one back to Apple via a reseller it takes weeks and the fix cost is usually not worth it, so we have to write them off before they depreciate. Intel Macs often have issues triggering the installation for some reason, sometimes it takes dozen reboots to kick it off.

There's no staging for the OS, each device gets updates straight from the internet and every update breaks something. There has not been a single minor update in 13.x and 14.x that hasn't broken some backwards compatibility (breaking Keychain seems to be Apple's favorite thing) or changing user's settings such as notifications or security&privacy breaking third party software annoying the user and making our lives miserable and there's nowhere you can raise an issue, so you can't rely on building out (limited) automation because API calls keep getting removed, changed or removed in binaries but left in code like the call to trust a cert key in Keychain...

Safari is absolute trash. I have the worst opinion about people who made it, that browser doesn't not belong anywhere outside of testing. It's a complete and utter garbage, the only browser that doesn't know how to handle SSO sessions, can't remember certificate preferences and keeps prompting user for authentication when accessing Keychain when other browsers don't.

Apple Mail is the next worst piece of software I've ever whitnessed in my entire life, it's possibly the only mail client in the entire world that doesn't know how to re-use a connection to an IMAP server, it opens a new connection for every single thing possible absolutely hammering a mail server. This is just absolutely insane.

MDM is incomplete because of MacOS restrictions, there are lots of things you can't do which you would expect from the most basic MDM tool and the most annoying thing about it is that signing into an iCloud account prevents MDM from wiping the device essentially giving someone a device free of charge so what's the point of MDM then...

Apple's devices are built for retail consumers, not enterprise users.

Re: Why isn't Apple attacking the enterprise market?

#26
I see a lot of “technical” reasons being given here, but my gut feeling is that it would also clash with the image Apple is trying to project through its products: tools that are used by individuals to “be creative” and connect to their loved ones. If most users interactions with their Apple device (in this case, mostly computers) started to be bland business tasks and interactions it would probably just taint that image and users would start to equate Apple as “yet another boring hardware company”.

So not only is the enterprise market a thankless one, but it would also clash with their message.

Re: Why isn't Apple attacking the enterprise market?

#27
They tried half-heartedly a few times, but SJ dissuaded them culturally from trying again. There was Apple's "OLE" and Xserves, but they were never sold correctly with an enterprise outside salesforce. Furthermore, the enterprisey products Apple created were still retailish and lacking in key features enterprise wanted. Apple also failed to listen to enterprise customers, and still continues to ignore the desperate pleas from other MAANGs and enterprise customers to this day (i.e., MDM and configuration management).
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