Company: Apple
Market cap: ~$540 billion
Big opportunity: While Apple still makes most of its money selling products to consumers, it's rise in the enterprise over the past two years has been spectacular. CEO Tim Cook has been touting this in his quarterly conference calls with Wall Street analysts.
In April he told them, "In the enterprise market progressive organizations are leading the charge to replace legacy devices and systems, and are using iPhone and iOS ... In the enterprise market, we’re seeing virtually all, 98% of the Fortune 500 that using iPad."
Big challenge: Enterprise isn't an easy market to win, Cook also warned. even though the payoff should be more of these huge contracts.
It requires long sales cycles, sales expertise and lots of support afterwards. Apple doesn't have nearly as much of that in place, compared to rival Microsoft.