Apple Expands Enterprise Push to Lift Device Sales Outlook

Apple's enterprise momentum emerged as a key growth driver by June 22, with Marsh's large-scale refresh to iPhone 17 and Mac devices underscoring adoption in corporate environments. The story evolved from June 9 iOS 27 code leaks hinting at a foldable iPhone, through the June 10 WWDC Siri AI launch that sent shares down 1.89% to $301.54, to June 16-17 reports of camera AirPods and a second iPhone Air slated for spring 2027. Fiscal Q2 results showed iPhone revenue surging 22% YoY to $57 billion and an active installed base exceeding 2.5 billion devices. June-quarter guidance calls for 14-17% revenue growth with gross margins of 47.5-48.5%.