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Apple's 3rd Quarter 2006 Financial Results
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macidiot said:It would appear so. Apple's computer sales rose faster than the overall market. But, most of those sales were laptops... so the desktop marketshare is probably falling
Wait till next quarter when the MacPro line-up comes out and new iPods etc..
Q4 is gonna kick some butt!!
Peace said:
Which is exactly why the past few weeks have been a great time to load up on Apple stock. Apple has been increasing computer sales with transitional computers. The "real" machines aren't out yet.
In other words, Apple growth won't be slowing down any time soon. In fact, it should probably accelerate over the next 12 months.
Apple just needs to do a phone. Then you could probably add another billion or two to revenue...
23% drop in desktop sales is surprising to me. Is it just due to people waiting for PowerMacs with Intels? It is not a good sign that higher iMac sales are not making up for it.plinden said:
Of course, maybe Apple sold so many Mac Minis last year, that a drop was inevitable.
macidiot said:
with a little help from us Mac users out here who end up buying 2 Macs or more a year
i tell you this year is getting real expensive for me , Mac Mini Intel then the Black Book and later this year the new Mac Pro and just don't even talk about iPods yet
Apple is skinting me worse then a divorce
When the "real" machines are out, Vista will be out as well. Unless Leopard has revolutionary improvements, the difference between Windows and OSX+iLife would be much less than that it is today. I would still appreciate the UNIX under the hood, but I doubt most consumers care. If Mac sales or market share starts to come down a bit due to fewer switchers, the share price could easily crash.macidiot said:
I see a little confusion on numbers, for the straight facts review the two PDFs provided by Apple (data summary is a good one to understand unit volumes)...
Q306 Data Summary
Q306 Financial Statements
Q306 Data Summary
Q306 Financial Statements
Core Trio said:
I was thinking the same things and didn't adobe say that their stuff would be out in md 2007?
Core Trio said:
isn't he referring to Apple's own apps?
but wait, what are the critical Apple apps that are yet not in universal binary?
theBB said:
This is actually the general trend in the computer market since the rise of
portables against desktop machines. Portables are becoming increasingly
powerful (computational-wise) up to the point that the line between them
and Desktops is blurred.
swingerofbirch
macrumors 68040
Yes, laptops are getting more popular, but I don't remember other companies losing 23% of desktop sales in one year. I guess Apple sells few computers to companies who might be buying a bigger share of desktops nowadays, but still...Compile 'em all said:
theBB said:
Vista vs. Leopard is a moot point. There is enough pent up demand for high end desktops to fuel growth for some time. Switchers aren't material in this market. Besides, desktop buyers aren't waiting for Leopard, they are waiting for universal binaries from Adobe.
Vista will have zero near term effect. The simple truth is that you won't see widespread adoption of Vista for at least 12-18 months. And that is assuming Vista actually ships when it is supposed to. Which is no sure thing.
As for the consumer, what they care about is stability and security. imo, that is what is getting switchers. Your right that they don't care how it's being done. However, Vista will be far more secure than xp when it comes out. At least for a month or so. It will take at least a few weeks for good malware to come out for it...
milo said:
No, 75% of Macs sold in the last 3 months were Intels which given that most of the Macs are Intels, isn't that surprising.
The OS X install base has around 940,000 Intel users and several million PPC users
swingerofbirch said:
Of course not. Their job is to not be accurate. Their job is to generate revenue, usually in the form of stock trades. If they are accurate, it is usually because the company they are covering essentially gave them the EXACT numbers.
Analyst downgrades stock, people sell. Analyst upgrades stock, people buy. rinse, repeat every couple of months.
However, most analysts are pleasant people. Must be from those mid-six figure salaries.
Compile 'em all said:
Agreed. I love my dual-proc G5, but a little more than a year later, I still find myself using my PB G4 more simply because it's with me almost all the time. That said, I'll be buying a nice, little portable monster (MPB w/C2D) to rival my G5.
I fully believe the lower desktop numbers are due to people waiting for the Intel-based desktops. The wonderful thing about Macs are that they aren't always in need of updating, so it's not a problem to wait until they are released.
Expect a huge increase in desktop sales the next quarter or two (if indeed the Mac Pro with Intel line appears next month).
Expect a huge increase in desktop sales the next quarter or two (if indeed the Mac Pro with Intel line appears next month).
Interesting comment from the conference call is that only 39% of Apple sales are now international. That was 50% not too long ago.
Based on that, the rise in Mac sales is almost exlusively US-based. If they can repeat that success in Japan, Europe etc., we could be looking at a lot more Mac sales every quarter.
Based on that, the rise in Mac sales is almost exlusively US-based. If they can repeat that success in Japan, Europe etc., we could be looking at a lot more Mac sales every quarter.