November 12, 2020
BYOE (Bring Your Own Everything) Trend Accelerating w/ Microsoft & Apple Results
OEM non-Pro (consumer/retail) revenue for the quarter was up 31% from the year-ago quarter. As Microsoft officials noted last quarter, this is due to a combination of more people buying PCs for home and education use during the pandemic. But OEM Pro revenue was down 22% for the quarter.
Microsoft’s Windows OEM Pro business was down 22% in its first fiscal 2021 quarter
https://www-zdnet-com.cdn.ampproject.org/c/s/www.zdnet.com/google-amp/article/reading-the-tea-leaves-around-windows-pcs-and-the-pandemic/
Apple Inc. shares fell 4% after the company reported iPhone sales that missed Wall Street estimates and said revenue in China slumped. The company gave no forecast for the key holiday quarter, disappointing some analysts who were hoping for guidance. However, Chief Executive Officer Tim Cook said the new iPhone 12 line has been well received. Sales of Macs and Services also reached all-time highs in the fiscal fourth quarter.
https://www.msn.com/en-us/news/technology/apple-shares-fall-after-iphone-sales-miss-china-drops-29/ar-BB1awq5o
Our CEO (Thom Damstra) was the 1st individual in the world to coin the phrase BYOE (Bring Your Own Everything) at an event he attended in Latin America in February of this year.
The CoIT (Consumerization of IT) trend started in mobile with BYOD.
It is accelerating now to BYOPC (Bring Your Own PC) as evidenced by Microsoft’s and Apple’s most recent financial results.
BYOE is all about you as an employee supplying all of the tools, equipment, accessories, and consumables that you need to do your job that once was provided to you by your employer at your office.
Apple’s sales of Macs are at a historic high.
A Mac is typically not deployed company wide due to the pricing premium that Apple charges relative to the equivalent Windows powered PC.
Interestingly Microsoft’s sales of B2B PC’s were down 22% but sales in the consumer division (PC and Other) was up 31% and they call out “Home Usage scenarios”.
We know that the vast majority of individuals in the West have had for quite sometime a PC, and it’s highly unlikely that the spike in PC purchases is related to a desire to upgrade when there is such uncertainty.
The purchases are purely related to the switched working environment and the employee is choosing to purchase rather than the employer.
BYOE (Bring Your Own Everything) Trend Accelerating w/ Microsoft & Apple Results
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