Here’s the direct quote taken from the transcript:

“IPhone continues to be adopted as the standard across the enterprise with 93 percent of the Fortune 500 deploying or testing the device, up from 91 percent last quarter and 60 percent of the Global 500 testing or deploying iPhone, up from 57 percent last quarter. A recent example of iPhone’s enterprise success is Lowe’s. Lowe’s is in the process of rolling out over 40,000 iPhones with a custom application to allow their store associates to execute real-time inventory checks, product orders and interactive customers with how-to videos.

Additional examples of companies around the world supporting iPhone on their corporate networks include L’Oreal, Royal Bank of Scotland, SAP, Texas Instruments, Jacobs Engineering Group, Tenet Healthcare, Jaguar Land Rover, Takeda Pharmaceuticals, Lincoln National and CSX Corporation. And of course, we’re thrilled to begin shipping iPhone 4S this month.”

And later, a similar section devoted to the iPad:

“Every day, we learn about innovative new ways our enterprise customers are using iPad. The airline industry is a great example of the momentum we’re seeing. United Continental Holdings is putting iPads in every cockpit to replace heavy, paper-based flight bags. In Japan, All Nippon Airways is now using iPad in training programs for flight attendants.

Sonic Automotive is using iPad for customer check-in at the service department and also to provide analytics to regional managers. Aflac, Biogen and General Mills have developed internal apps that their field sales teams leverage daily, and technicians of Siemens Energy are bringing iPads along when they do maintenance work at the top of their wind turbines.”

It turns out that it’s not a new thing, exactly. Cook has recited similar lists on Apple conference calls before. But as recently as 2008, when Businessweek published its cover story called “The Mac in the Gray Flannel Suit” (which, full disclosure, I worked on), Apple was generally considered an outsider in the enterprise IT business, and Apple products a novelty in the office. In broad brushstrokes, Macs tended to show up at media and advertising companies, and in the creative and marketing departments of other companies. The iPhone, and later the iPad, changed all that.

Here’s about as good an indication of that trend as I’ve ever seen: Intermedia, a company that operated a hosted Microsoft Exchange service for small and mid-sized businesses, said earlier this month that among its 41,000 customers, 78 percent are using Apple devices to get their mail, contact lists and calendars.

Meanwhile, look at all the companies that have developed enterprise applications for iOS: Salesforce.com, NetSuite and Citrix immediately come to mind. And Tidemark — the business intelligence start-up I wrote about yesterday — is iPad-ready from the start. There are probably hundreds, if not thousands, of examples I’m missing.

Apple has cumulatively sold 40 million iPads since the device launched last year. The company doesn’t offer much in the way of a data breakdown of how many of those are sold to businesses, but it almost doesn’t matter, because in so many cases, people buy one and just take it to the office. When you hear the phrase “consumerization of IT,” which already feels pretty worn out to me, it refers mostly to people who want to use iOS devices at work, and to a lesser extent, Google’s Android. A recent survey of 750 IT managers found that the iPhone led the pack of personal devices used at work, followed by Android Phones and the iPad.

I probably shouldn’t be surprised by all this, but when I heard Tim Cook list all those big companies using iThings to get things done, it finally dawned on me: Apple is as much an enterprise story as it is a consumer story.

Look out Jerry Yang, Carl Icahn now has one fewer distraction as he prepares to propose his slate of dissident board nominees at Yahoo’s Aug. 1 shareholder meeting.

At its own shareholder meeting yesterday, Biogen (BIIB) investors voted to support management’s preferred board candidates and to reject a slate of directors proposed by Icahn, who’s been squabbling with the company’s leadership in call-and-response SEC filings since its failed effort to sell Biogen last year. With 4% of Biogen’s stock, Icahn had been keen on a sale and accused its board of screwing things up when one didn’t occur.

Biogen shareholders obviously didn’t see things that way and seem to have dealt Icahn a knockout blow. “I don’t think there’s any way in which outside observers could fairly criticize Biogen management for the way they handled the sale process,” said Eric Schmidt, an analyst with Cowen in New York. “They can’t be faulted or praised. They have done the best they can with the cards they were dealt.”

Meanwhile, the slate of dissident directors Icahn’s put together for Yahoo (YHOO) continues to attract support. Said one Yahoo shareholder, “He should go ahead. It’s an indicator of the widespread dissatisfaction of shareholders with Yahoo’s management and the board. If nothing else, (it’s) to keep them honest and nobody’s really sure if Microsoft (MSFT) is completely out of the picture.”