Apple (AAPL) recently reported significant growth in its enterprise sector, with over 9,000 Macs deployed by Snowflake and more than 5,000 M5 iPad Pros introduced by AstraZeneca in the first quarter of fiscal 2026. The company also saw Mexico’s largest retailer, Coppel, expand its fleet with MacBook Airs among more than 10,000 iPads. Apple’s installed base exceeded 2.5 billion devices globally, with prominent new enterprise users including BMW, Capital One, and Česká spořitelna.
Apple’s revenue for the March quarter of fiscal 2026 is forecasted to grow between 13% and 16% year-over-year, amounting to an estimated $108.9 billion. Despite ongoing iPhone supply constraints, the company expects services to maintain growth from the prior quarter rate. Notably, Apple is launching Apple Business, a free service slated for U.S. and Canadian businesses starting April 14, which integrates mobile device management and other business services across its platform.
In comparison, Dell Technologies reported $50.98 billion in revenue for fiscal 2026, a 5% increase year-over-year, supported by demand for AI servers. Meanwhile, Alphabet generated $342.72 billion in revenue within its Google Services business in 2025, marking a 12.4% growth from 2024. Apple’s shares have decreased 7.1% year-to-date, underperforming the broader technology sector.
