iPhone Beginning to Penetrate Corporate Market (AAPL)

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Last month, we wrote about a business dinner we attended with 15% iPhone penetration (and fanatical evangelism from the iPhone contingent). Last week, at another dinner, we sat next to a CEO who couldn't stop fondling and praising his. Our intrepid hedge-fund correspondent carries two full phones and chargers just so she won't have to go without the iPhone. And now Reuters reports that SAP is launching its next version of CRM software for the iPhone before Research in Motion (RIMM) and Palm, because SAP's own salespeople demanded it...
As we've explained, there are two big hurdles to wholesale corporate iPhone adoption:
  1. Email: harder to type and less convenient than BlackBerry (because emails aren't automatically pushed) and tough to use with Microsoft Exchange.
  2. No 3G.
The good news for Apple fans is that almost all of these issues can and will be addressed.  3G iPhones are coming next year. Apple can make it easier to interface with Microsoft Exchange by licensing some software from Microsoft.  And typing functionality can and probably will be improved.

All of which is to say: Only a few months after launch, with no upgrades or product improvements, the iPhone is already beginning to invade a market that most analysts initially assumed it would never penetrate. It's doing this, moreover, not because of clever marketing, but because customers love the product so much that they can't stop talking about it. So imagine what's going to happen when Apple does start rolling out upgrades.

Related:
Apple's $15 Billion Spending Spree
Analyst Jacks iPhone Sales Estimate on Strong European Launch
iPhone Gaining Traction in New York Business Circle



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pwb said:
The only problem is that IT managers disallow Excahnge access and when they do, the iPhone's mail app has a few minor deficiencies. Typing is fine and push email isn't that big a deal.

Steve Sabol said:
I haven't met a corporate (non-IT) user yet who cares about 3G. They care a lot about e-mail and that their calendars, tasks, & notes don't sync. I read a lot about the lack of 3G, but I don't actually hear any real people complain about it.

Simon L Kelly said:
Australia will set the Benchmark on 3G with the iPhone as Australia's answer to AT&T Wireless is Telstra & Network currently works @ 14.4Mbps.
Fastest National Mobile Broadband network working on same 3G 850 band as AT&T & Rogers in Canada. iPhone is due for Launch in Australia in Late 2008 most Corporate will love it here in Australia with all the Apps in it.

E: mavenglobal@gmail.com

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