Who Loses From The Rise Of Apple's Swift Programming Language?

In a new report, Global Equities Research analyst Trip Chowdhry looked at Apple’s expansion into enterprise software. Chowdhry spoke to about 30 Swift programmers to get a consensus of Apple’s leadership in enterprise software.

The Enterprise Push

According to Chowdhry, Apple has been hiring enterprise account managers throughout North America and Europe. In addition, the company has been adding sales people focused on verticals, such as service, healthcare and education providers.

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Shift Toward Mobile And Cloud-Native Applications

Chowdhry noted that many large companies have been making moves to modernize their workforces in ways that benefit Apple.

HSBC Holdings plc (ADR) HSBC has also begun providing iPads for every employee to facilitate access to the company’s iOS app.

Virgin Atlantic is in the process of installing scanners that can read boarding passes from the Apple Watch.

In addition, independent software vendors such as International Business Machines Corp. IBM, salesforce.com, inc. CRM, SAP SE (ADR) SAP, Tableau Software Inc DATA and Oracle Corporation ORCL are all developing iOS native enterprise applications.

Who Loses?

Chowdhry sees Oracle and its Java language as one of the biggest potential victims of Apple’s rise. The programmers that he interviewed indicated that Java has become stagnant in recent years, in stark contrast to Swift.

“Open sourcing Swift and creating a vibrant developer community makes Apple’s Swift programming language a ‘living language,’ which is ideal for cloud-native and mobile-native application development,” Chowdhry explained.

In addition to Oracle, he sees companies with legacy applications that have not been rewritten for cloud-native and mobile-native environments as big losers from the transition. Chowdhry specifically mentioned SAP and Microsoft Corporation MSFT by name.

Disclosure: The author holds no position in the stocks mentioned.