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Old Mar 18, 2013, 02:08 PM   #1
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Apple Still Seeing Strong Mac Sales Growth Amid Easing iMac Constraints




Piper Jaffray analyst Gene Munster today issued a new research report sharing data from research firm NPD covering Apple's U.S. Mac sales for the January-February timeframe, revealing that Apple's sales are currently up 14% year-over-year. The performance is down somewhat from the 31% growth seen for January alone, but remains very solid as Apple's iMac shortages appear to have eased.
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We have analyzed domestic NPD retail data for the months of January and February which suggests Mac sales were up 14% y/y through the first two months of the March quarter. As we have previously discussed, we believe the Y/Y improvement is driven by Apple beginning to improve supply of iMacs as the company noted the product was constrained in the December quarter. CEO Tim Cook noted that iMac sales were down 700k units y/y in December (we note iMac sales are likely far less impacted by iPad, thus the vast majority of the y/y unit decline in December was likely supply).
Despite the strong performance, Munster is maintaining his estimate of an overall 5% decline in worldwide Mac sales for the quarter, even though Apple's worldwide numbers have frequently outperformed the U.S. data gathered by NPD.

On the downside, NPD's data shows a return to Munster's expectations for the iPod, with the two-month timeframe seeing sales down 16% year-over-year compared to Munster's projections for a 17% decline. iPod sales had been up 3% in January.

While strong Mac sales are a good sign for Apple, the increasing dominance of the iPhone and iPad in the company's product portfolio means that strong Mac sales have less of an impact on Apple's overall financial performance. In the most recent quarter, Macs accounted for just 10% of Apple's revenue, compared to 20% for the iPad and a dominant 56% for the iPhone.

Article Link: Apple Still Seeing Strong Mac Sales Growth Amid Easing iMac Constraints
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Old Mar 18, 2013, 02:11 PM   #2
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Stop sales immediately! THX will sue you!!

Stupid iMac is so thin who would buy it?!

No Mac Pro? Apple will meet its demise!
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Old Mar 18, 2013, 02:15 PM   #3
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If computers stop getting smaller I will stop buying them #innovate
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Old Mar 18, 2013, 02:19 PM   #4
joshhedge
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Good.
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Old Mar 18, 2013, 02:21 PM   #5
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With Mac at only 10% of revenue and PC sales declining, it might be time for the Mac-Midi expandable, single chip 4 core i7 Mac. And a stackable external enclosure. If all they do is cannibalize PC sales, it would be a winner. As you know all Macs run Windows!

Blade MacPro too.

We have long since needed a Mac that could replace all the utility purposes commodity PC's are installed into. Premium price and quality okay! TCOO is very low. It might need a parallel and serial port option! Okay if it immediately converts to the internal USB/PCIe bus.

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Old Mar 18, 2013, 02:22 PM   #6
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AH, but 14% growth isn't good enough for the lemmings of Wall Street. Never mind the collapsing economy and the economic miracle that Apple is. They are not delivering 150% increases quarter after quarter. Whaaaa!

/snark off
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Old Mar 18, 2013, 02:24 PM   #7
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MAC PROs Please
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Old Mar 18, 2013, 02:25 PM   #8
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May Apple rest in cheap and God have mercy on its sales
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Old Mar 18, 2013, 02:27 PM   #9
robeddie
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10%

Wow.

Macs are just the pinky toe on the giant two footed sloth that is now Appl.
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Old Mar 18, 2013, 02:27 PM   #10
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Very Nice.
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Old Mar 18, 2013, 02:27 PM   #11
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Old Mar 18, 2013, 02:41 PM   #12
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"Strong increases" X "small sales base" = Not Much Increase in Profits.

Indeed, if Apple tripled Mac sales overnight, the difference in overall corporate performance would be minimal.
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Old Mar 18, 2013, 02:44 PM   #13
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Well, strong growth won't be from Mac Pro sales in Europe, that's for sure.
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Old Mar 18, 2013, 02:45 PM   #14
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Old Mar 18, 2013, 02:48 PM   #15
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I hope they plan on continuing to actually make computers...
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Old Mar 18, 2013, 03:03 PM   #16
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I don't doubt sales of the 2011 iMac have been through the roof since the 2012 iMac was released.
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Old Mar 18, 2013, 03:06 PM   #17
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Quote:
Originally Posted by Old Muley View Post
I hope they plan on continuing to actually make computers...
They have to so long as the iOS sdk only runs on macs. Once they create an iPad version it's anyone's guess.
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Old Mar 18, 2013, 03:20 PM   #18
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Awesome. No matter what people say about iOS being dull or iPhone not innovating enough, the Mac is kicking ass comparing to windows.
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Old Mar 18, 2013, 03:27 PM   #19
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And last week, weren't we seeing suggestions Apple was set for another disappointing quarter based on weakened demand?
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Old Mar 18, 2013, 03:58 PM   #20
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Originally Posted by lifeinhd View Post
They have to so long as the iOS sdk only runs on macs. Once they create an iPad version it's anyone's guess.
So safe for the next 5 years.
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Old Mar 18, 2013, 03:58 PM   #21
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Apple,

That's fantastic, now where are the Pro's? Those numbers could have doubled considering the demand from large graphic/media business' with aging equipment.

Love,

Jeff
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Old Mar 18, 2013, 03:59 PM   #22
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I guess you can't please everyone, I love my new 27" iMac, fast and quite, looks great on my desk.
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Old Mar 18, 2013, 04:03 PM   #23
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Desperately need a new Mac Pro.... Release it now!
Even if they don't sell truckload of it, serious peoples need those awesome Desktop. Doing so, it help keeping us in the ecosystem, buying iMacs, MacBook Pro, iPhones and all that stuff...But i really need a new Mac Pro...


Help us , flood their suggestion system
Apple.com/feedback
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Old Mar 18, 2013, 04:04 PM   #24
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Quote:
Originally Posted by johncrab View Post
AH, but 14% growth isn't good enough for the lemmings of Wall Street. Never mind the collapsing economy and the economic miracle that Apple is. They are not delivering 150% increases quarter after quarter. Whaaaa!

/snark off
It's called pent-up demand. Apple stopped selling iMacs for a while. Of course, once they resumed sales, for two or three months one would expect higher sales. We'll see what happens next.
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Old Mar 18, 2013, 04:07 PM   #25
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Quote:
Originally Posted by Klae17 View Post
Stop sales immediately! THX will sue you!!

Stupid iMac is so thin who would buy it?!

No Mac Pro? Apple will meet its demise!
It feels a lot like Sony in the 80's yes?
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