According to a new report from Piper Jaffray analyst Gene Munster who looked at July data from the market research firm, NPD, Apple’s Mac sales continue to come in flat year over year. Based on the data, he maintains his outlook of a 5% year over year drop in Mac sales for the September quarter and continues to note that Mac sales are becoming less significant in light of iPhone and iPad sales, representing just 15% of the Cupertino California company’s total revenue.
As with his previous reports, Munster notes that it remains difficult to extrapolate NPD data to Apple’s global sales performance but he views the recent data as “neutral to slight positive,” which is down from a slightly negative from his June report. He said the following regarding the matter:
Overall, we believe this July data point is likely a neutral to slight positive given that Macs should have a slight tailwind from updated Macbooks in June. We remain comfortable with our down 5% y/y estimate for Macs in the September quarter.
We’ll have to see if any of this changes with the upcoming Mac Pro.
Source: NPD Group via Piper Jaffray