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Thread: Mac Sales En Route to Decline by 5% in Apple's September Quarter

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  1. #1
    MMi Staff Writer Akshay Masand's Avatar
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    Default Mac Sales En Route to Decline by 5% in Apple's September Quarter


    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.
    As far as iPods go, Munster’s analysis of NPD data suggests that units are down 41% year over year on a global basis and that iPods will remain down 20% year over year for the September quarter. Since iPods now present just 2% of all of Apple’s revenue, the overall impact of this sales decline is a minor one.

    We’ll have to see if any of this changes with the upcoming Mac Pro.

    Source: NPD Group via Piper Jaffray

    Twitter: @AkshayMasand

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    iPhone? More like MyPhone
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    Considering the flop that is Windows 8 and the fact that it comes with every new PC, I highly doubt this. I feel like this guy isn't taking into account the popularity of Windows 7 and the unpopularity of Windows 8.

    If anything, they're going to see a slight increase. Mark my words.

    (I actually finally made the "big switch" myself in changing my main desktop machine to a Mac [I've had MacBooks for a while now, but always kept my main desktop as a PC for SQL Server Management Studio, games and DOS])

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    iPhoneaholic
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    Well the whole PC market has been down and Apple has been fortunate to keep their head above water compared to everyone else. But if that trend continues Apple can't expect to stay ahead of it forever. They are still performing very well, however, compared to industry trends.

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    Quote Originally Posted by Christophxr View Post
    Considering the flop that is Windows 8 and the fact that it comes with every new PC, I highly doubt this. I feel like this guy isn't taking into account the popularity of Windows 7 and the unpopularity of Windows 8.

    If anything, they're going to see a slight increase. Mark my words.

    (I actually finally made the "big switch" myself in changing my main desktop machine to a Mac [I've had MacBooks for a while now, but always kept my main desktop as a PC for SQL Server Management Studio, games and DOS])
    Agreed. I started with a Mac Mini; have a MacBook Air now and will be getting the an iMac for the office soon finally dropping my work PC for a MacBook Pro when the next refresh hits. I'll continue upgrading not to mention the iOS products. I expect I'll be buying new Apple products 1-2 every year for the foreseeable future. I loved Windows 7 but Windows 8 threw everything good about Windows in the trash.

    Windows dropping the START tab was terrible, having a faux interface only to display the traditional desktop right behind it, the new subscription model for Office, and XBOX One being the joke that it is are all signs of a Windows sinking ship.

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