AAPL · Earnings call · 2026Q2T · Full report

Enterprise and Education Demand

Apple Inc. · 2026-07-30 · Importance 43 · Surprise 56 · In source text

Enterprise customers are adopting Apple devices for on-device AI, security, privacy, and lower cloud-processing costs. Morgan Stanley deployed more than 20,000 iPhone 17 devices globally, while Disney and Crédit Agricole are using Mac for AI-enabled creative and regulatory workflows; Crédit Agricole reduced manual processing time by more than 80%. MacBook Neo is gaining traction in bank branches, retail storefronts, and education. Pinellas County Schools is moving 25,000 students from Windows devices to MacBook Neo, Peninsula School District 401 moved more than 8,000 students from Chromebooks, and about half of large U.S. education purchases displaced Windows or Chromebook devices.

Key facts

• Specific education deployments: Pinellas County Schools transitioning 25,000 students to MacBook Neo across 18 high schools; Peninsula School District 401 moved over 8,000 students; Midwest City-Del City purchased over 6,000 MacBook Neos
• Crédit Agricole is using on-device AI on MacBook Pro to streamline regulatory workflows, reducing manual processing time by over 80%
• About half of the MacBook Neo large purchases by U.S. education institutions displaced Windows and Chromebook devices in the last quarter
• Mac had its best quarter ever for customers new to Mac and for upgraders worldwide, including in the U.S., China Mainland, and India

Impact estimates