March 26, 2026 — Apple is significantly expanding its presence in the corporate technology market through major device deployments and new business services, according to recent company data and analyst reports. This strategic push comes as the company faces increasing competition in the enterprise sector.
Major Corporate Adoptions Drive Growth
Recent corporate deployments highlight Apple’s growing enterprise footprint. Cloud data company Snowflake deployed more than 9,000 Mac devices, while pharmaceutical giant AstraZeneca rolled out over 5,000 M5-powered iPad Pros to its sales team. Mexico’s largest domestic retailer, Coppel, added MacBook Air devices to its existing fleet of more than 10,000 iPads.
Other significant adoptions in the trailing twelve months include BMW Group deploying tens of thousands of iPhones and Capital One adding MacBook Airs. Czech Republic’s largest bank, Ceska sporitelna, uses more than 5,000 iPhones alongside thousands of existing iPads and Macs. Notable users also include PayPal, Roche, and Thailand’s Siam Commercial Bank.
New Business Services and Vision Pro Adoption
Apple is launching Apple Business, a service combining mobile device management, business email, and calendar services with custom domain support. Beginning April 14, Apple Business will be available as a free service in the United States and more than 200 countries to users of Apple Business Connect, Apple Business Essentials, and Apple Business Manager.
The company plans to introduce a new option this summer enabling businesses in the United States and Canada to place local ads in Apple Maps. Apple’s visionOS 26 introduced new enterprise APIs that allow companies to build custom spatial experiences, driving adoption of Apple Vision Pro in professional settings.
Installed Base and Financial Expectations
Apple’s total installed base has surpassed 2.5 billion devices, reaching all-time highs in Greater China and Mainland China. A growing installed base in India represents another key growth catalyst.
For the March quarter (second-quarter fiscal 2026), Apple expects net sales to grow between 13% and 16% year-over-year despite constrained iPhone supply. Services are projected to grow at the fourth quarter of fiscal 2025 rate. The Zacks Consensus Estimate for sales stands at $108.9 billion, suggesting 14.2% growth from the year-ago quarter.
Competitive Landscape Intensifies
Apple faces significant competition from Dell Technologies and Alphabet’s Google. Dell benefits from strong demand for AI servers, securing $34.1 billion in AI server orders that surpass shipments and build a substantial backlog. Dell’s Client Solutions Group reported $50.98 billion in fiscal 2026 revenues, a 5% year-over-year increase, with commercial revenue growing 16%.
Alphabet’s Google Services business, which includes Pixel devices, generated 85.1% of total revenues in 2025 with revenues reaching $342.72 billion, up 12.4% from 2024. The company is experiencing accelerated growth across AI infrastructure, Google Cloud, and Search, with AI Overviews and AI Mode driving query growth.
Stock Performance and Valuation
Apple shares have dropped 7.1% year-to-date, underperforming the broader Zacks Computer and Technology sector’s decline of 6.2%. The stock trades at a forward price-to-earnings ratio of 28.59X compared to the sector’s 22.7X and carries a Value Score of D according to Zacks Investment Research.
The Zacks Consensus Estimate for fiscal 2026 earnings is $8.40 per share, suggesting 12.6% year-over-year growth. Apple currently carries a Zacks Rank #3 (Hold).
What’s Next for Apple’s Enterprise Strategy
Apple’s expanding enterprise initiatives represent a strategic shift toward sustained corporate revenue streams. The success of Apple Business services and continued Vision Pro adoption in professional settings will be critical metrics. Market analysts will monitor whether enterprise growth can offset competitive pressures and support Apple’s premium valuation amid evolving business technology demands.
For more information on Apple’s business services, visit the official Apple Business website. Market data referenced in this analysis comes from Zacks Investment Research.
This article was produced with AI assistance and reviewed by our editorial team for accuracy and quality.
