On Friday, I met with a Telecom CTO who converted 65% of his employees to Macs. This is the first time I've come across this. Most workplaces have HP, Lenovo or Dell. Employers prefer Windows over Apple because of ease and cost.
So I did a deeper dive and found an interesting business focused on this space: $JAMF
The company is owned by Vista Equity and provides device management software for Apple products. Not very profitable yet but Vista has a strong track record of doubling EBITDA in 5 years or less.
The market cap is only $3b with ~$400m in revenue. If the Apple trend continues, this company will profit from the tailwinds.
Also as a side note, here's a Taiwanese semiconductor reporter and semiconductor research analyst discussing the decline in $TSMC future orders.
$AAPL is likely the only buyer with that much volume. they might be forecasting lower sales in 2023 soon…