Back in October the enterprise mobile integration company Good Technology released its first quarterly metrics report covering device activations and overall trends; the report showed extremely strong growth for both iOS and Android handsets, and rapidly shrinking share for Windows Phone and Symbian devices. Later today, the company is releasing its fourth quarter numbers for 2010 [PDF document], and the trend lines continue to tell a story of powerful impact for the iPhone and iPad.
While Good doesn't capture a full picture of the enterprise mobility market -- the BlackBerry runs on a different server infrastructure provided by RIM, and the Good software doesn't yet run on Windows 7 phones -- the results are helpful in understanding the slice of the pie that Good's platform does address. For those large enterprises that are trying to support the full diversity of mobile options, Good can see a wide swath of their device activations.
The tale of the tape: Good's customers activated roughly 2x as many iOS devices in 2010 as Android devices, but in the fourth quarter the growth curves for both platforms were largely parallel. Between October and December, iPhones represented 58% of all smartphone activations (mostly iPhone 4 units), while Android phones were about 42% of new device activations for phones.
The real zinger is the iPad's marked growth in the enterprise. From a standing start, 0% share of activations in the first quarter (since it wasn't on the market until April), the iPad claimed 14% of new activations in the third quarter and grew to 22% of all new device activations in the fourth quarter. In a separate snapshot, Good reports a steep growth curve for iPad activations in the financial sector; about 40% of all iPad activations seen were classified as being within financial services or banking.
Granted, Good doesn't look at the consumer retail, small business or public-sector device trends; those numbers will have to come from other places, and no doubt they will continue to show Android growth at the expense of both RIM and to a lesser degree Apple. Still, these real-world data points from the enterprise side show that the iOS story, and particularly the iPad's starring role with big business, has a long way to go yet.