[throw0101d]

> […] why isn’t Apple more aggressively attacking the enterprise market?

Apple seems to be doing just fine (including financially) selling widgets to 'regular' consumers. They're already one of the largest companies in the world doing their current strategy: what would they gain from doing "enterprise"?

Further: please define "enterprise market".

Are we talking about hardware like servers? Data storage? Networking? Are you talking about ERP solution? CRM? Supply chain management? Business intelligence / analytics? HRM? Payroll? Identity management? Project management?

* https://en.wikipedia.org/wiki/Enterprise_software

What are the margins on those things? What are the volumes on units? Do you need a sales staff (perhaps working on commission)?

Apple products seem to already be quite popular and in demand, so I'm not sure what 'going after' another market would get them.

[Nevermark]

> what would they gain from doing "enterprise"?

Enough sales to bump their market cap needle to the tune of an additional $1 trillion or three.

I think if Apple revisited their old "bicycle for the mind" focus, with computers and software as productivity multipliers for individuals and business, it would naturally have an upstream path to enterprise.

Instead their newer unifying view of devices, apps and media, seems to flow through a services, social, entertainment and store/middleman/gatekeeper/kiosk lens.

--

They stumbled onto Vision Pro as being a great Mac enhancer, but I predict that with their loss of productivity focus, they won't lean into where that could go.

"Apple Vision" (not Pro) should be the lower cost, shiny iOS-type $2.00 app sales kiosk "in 3D!" for "everyone" and "anyone", that Apple knows it wants out there.

"Apple Vision Pro" should become a fully Mac-independent Mac-eclipsing no-sandbox powerhouse that leverages visual and gesture computing into highly productive interfaces for deep individual and collaborative work. Justifying prices like $3500, $4500, etc. I know my Vision Pro desperately wants to be that!

Enterprise would see the value in that, once it was on their face.

I hope Apple creates that. But their ambitions seem to be much lower lately.

[justin66]

> 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 explored.

[qeternity]

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

[justin66]

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