Apple will by Box or Dropbox to extend iCloud into an enterprise service, CCS Insight has predicted.
The analyst firm, which outlined its annual predictions on Wednesday, said the iPhone maker could use some of the cash it has stockpiled to acquire “a variety of providers of business-orientated services”.
Last month, Apple CEO Tim Cook hailed the current fiscal year, which ended in September, as the company’s most successful ever.
Revenues grew 28 percent to nearly $234 billion (€218bn).
Its existing iCloud service features Photo and Drive solutions that enable consumers to store a range of personal documents.
Both Box and Dropbox have dedicated services for the enterprise market.
Box says over 50,000 businesses pay to use its services, of which 52 percent belong to the Fortune 500.
Dropbox claims to have 150,000 business customers and, earlier this month, unveiled Dropbox Enterprise – a new product aimed at large and multinational companies.
The news will interest telcos, who are increasingly targeting the enterprise market with cloud services.
Last month, Cisco forecast that global cloud traffic would more than quadruple to 8.6 zettabytes by the end of 2019, partly driven by the growth in popularity of public cloud services for business.
CCS Insight said acquiring Box or Dropbox would build on Apple's relationships with IBM and Cisco Systems and its development of the iPad Pro.
“Offering a cloud storage service optimised for businesses is a logical extension of Apple's service portfolio,” it concluded.