Global CIO: Steve Jobs Calls Out Google And iPad Rocks The Enterprise
Top 10 Stories Of The Year #2: As Apple's revenue scales to $100 billion, Google emerges as primary competitor and IT emerges as massive opportunity.
In Apple's most-recent earnings call, the company disclosed three pieces of news of extraordinary significance to the technology world: first, that Apple's quarterly revenue had for the first time topped $20 billion; second, that the iPad and iPhone are achieving unprecedented penetration within the Fortune 500; and third, Steve Jobs openly and quite bluntly attacked Google's mobile strategy and its Android technology as un-open (if not fully closed), overly complicated for developers, and self-serving and disingenuous.
The comments from Jobs are vital not just because of his status as CEO of one of the world's most-successful and iconic brands, but also because Apple's products and philosophies have jumped species—from the consumer world to the enterprise—and are having profound repercussions on how CIOs shape their own strategies for the next few years.
As we wrote several weeks ago in Global CIO: Steve Jobs Declares War On Google, Jobs used the occasion of Apple's largest-revenue quarter ever to lay out his own detailed analysis on why he feels Apple will top Google in the booming mobile market:
"While Jobs participated in Apple's earnings call with analysts ostensibly to highlight his company's first $20-billion quarter—surely a remarkable achievement—a close examination of his prepared remarks shows that Jobs used that high-profile opportunity to hammer Google on multiple fronts:
--Google's daily activation volumes, which Jobs said Apple now exceeds by almost 40%;
--Google's volume of apps in its apps store, which Jobs said Apple now exceeds by 220%;
--Google's derision of Apple's platforms as closed, which Jobs said is commentary fit for an open sewer;
--Google's treatment of developers, which Jobs said forces them to spend time tweaking and testing for 244 individual Android handset versions, versus 2 for Apple;
--Google's propagation of four different app stores versus Apple's single App Store;
--Google's willingness to force its customers to be integrators, which Jobs said is at odds with Apple's single-minded focus on doing what's best for customers—a philosophy that Jobs said ensures that "the user isn't forced to be the systems integrator"; and
--Google's lack of readiness with Android for the tablet, which Jobs said has resulted in Google telling developers not to build for the current Froyo release but instead to wait for a new tablet-specific version sometime in 2011." (End of excerpt.)
(For an extensive list of our commentary and analysis on Steve Jobs, Apple, and the iPad, please check out our "Recommended Reading" list at the end of this column.)
In that same column, we also talked about why Jobs' arguments represent something much more than just verbal sparring between two massive and powerful tech companies: