Don't forget about Microsoft
Apple's big numbers in mobile enterprise activations look impressive, but that doesn't mean it's gaining much ground against Microsoft.
Microsoft has a massive footprint in PCs and 2-in-1 devices that isn't included in mobile enterprise activation numbers. According to NetMarketShare, various versions of Windows still run on over 90% of PCs worldwide. Businesses that rely on Windows PCs to connect with iPads generally need cloud-based apps that synchronize with desktop counterparts.
Apple's partnerships with IBM and third-party software companies are filling that gap, but Microsoft is addressing the need with two strategies. First, the Surface Pro can simply be docked into a docking station to be converted into a full desktop. This eliminates the need for dedicated mobile apps, making Surface Pros and similar 2-in-1 Windows devices ideal upgrades for aging PCs. As a result, Surface sales have risen annually during Microsoft's past three quarters, while iPad sales have declined for five consecutive quarters.
Second, the new Continuum feature for Windows 10 will blur the lines by letting users instantly convert Windows Phones and tablets into full PCs by plugging them into larger displays. This means Windows Phones and tablets could gain ground against the iPad once Windows 10 arrives this summer.