New MacBook Pro to Drive Strong First Quarter Mac Sales Growth?
Business Insider reports that Piper Jaffray analyst Gene Munster has just released a new research note sharing data from NPD on Apple's first quarter Mac and iPod sales in the United States. According to the data, Apple's new MacBook Pro released in late February led to a tremendous surge in Mac sales during the month of March, with total Mac unit sales up 47% year-over-year.
That strong performance follows 20% year-over-year growth in January and 12% growth in February, yielding a cumulative year-over-year Mac growth rate of 27% for the quarter. Consequently, Munster estimates quarterly Mac sales at close to 3.7 million units, slightly ahead of Wall Street consensus estimates. Apple shipped just under 3 million Macs in its March quarter last year, a quarter that is usually one of Apple's lighter sales periods following strong back-to-school sales in the September quarter and holiday sales in the December quarter.
On the iPod side, NPD's data suggests quarterly sales of 9.8-10.3 million units, in line with Wall Street estimates and down 5-10% from last year as Apple's maturing iPod line continues to shrink as consumers increasingly turn to the iPhone and iPad for their needs. Munster notes that the iPod data is somewhat less accurate than the Mac data, given the high international representation in iPod sales and NPD's focus on only the U.S. market.
Apple is set to announce earnings this Wednesday at approximately 4:30 PM Eastern Time after the stock market close.
Popular Stories
Apple has announced it will be holding a special event on Tuesday, May 7 at 7 a.m. Pacific Time (10 a.m. Eastern Time), with a live stream to be available on Apple.com and on YouTube as usual. The event invitation has a tagline of "Let Loose" and shows an artistic render of an Apple Pencil, suggesting that iPads will be a focus of the event. Subscribe to the MacRumors YouTube channel for more ...
Apple today released several open source large language models (LLMs) that are designed to run on-device rather than through cloud servers. Called OpenELM (Open-source Efficient Language Models), the LLMs are available on the Hugging Face Hub, a community for sharing AI code. As outlined in a white paper [PDF], there are eight total OpenELM models, four of which were pre-trained using the...
Apple is set to unveil iOS 18 during its WWDC keynote on June 10, so the software update is a little over six weeks away from being announced. Below, we recap rumored features and changes planned for the iPhone with iOS 18. iOS 18 will reportedly be the "biggest" update in the iPhone's history, with new ChatGPT-inspired generative AI features, a more customizable Home Screen, and much more....
Apple has dropped the number of Vision Pro units that it plans to ship in 2024, going from an expected 700 to 800k units to just 400k to 450k units, according to Apple analyst Ming-Chi Kuo. Orders have been scaled back before the Vision Pro has launched in markets outside of the United States, which Kuo says is a sign that demand in the U.S. has "fallen sharply beyond expectations." As a...
Apple is finally planning a Calculator app for the iPad, over 14 years after launching the device, according to a source familiar with the matter. iPadOS 18 will include a built-in Calculator app for all iPad models that are compatible with the software update, which is expected to be unveiled during the opening keynote of Apple's annual developers conference WWDC on June 10. AppleInsider...
