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Apple MDM industry outlook: M&A on the way


Apple device management is the beating heart at the center of the mobile hybrid enterprise, and vendors that support Apple’s MDM (mobile device management) platform are investing as they seek to build for future growth. At this stage in the evolution of the Apple device management industry, it appears we are on the edge of an M&A frenzy as players in that space seek to build unique identities designed to foster future growth.

Industry activity is intensifying

Jamf, arguably one of the biggest firms in the Apple MDM business, has been investing deeply in companies and services to extend the tranche of security and device management tools it can provide to its customers. These extend to powerful content monitoring, zero trust, and endpoint management.

Jamf CIO Linh Lam recently noted the acceleration of Apple’s enterprise market status, predicting: “The way the demand is growing and the expectations of younger generations joining the workforce, Apple devices will be the number one endpoint by 2030.” 

More recently, we’ve begun to see entities from outside the Apple device management space begin to seek a way in. VMWare’s $1.17 billion acquisition of AirWatch in 2014 showed what was coming. Ivanti in 2021 purchased MobileIron. More recently, GoTo is in the process of acquiring cloud-based cross-platform device management provider Miradore. And arguably one of the larger illustrations of this kind was Apple’s 2020 acquisition of MDM vendor Fleetsmith, whose solutions have now been rolled inside Apple Business Essentials.

Elsewhere, Hexnode has entered a partnership with Keeper Security; JumpCloud in February acquired MYKI to expand its cloud directory platform; Kandji continues to attract investment capital as it plays its own long game; Addigy is working with Acronis (the latter also works with Jamf); and Mosyle recently closed a $196m funding round and introduced new solutions for enterprise customers.

The irresistible force

This activity has purpose, of course. As enterprises become increasingly digitized, the value of the device management market is expected to reach $28.7 billion by 2027.

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