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.
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.
Popular Stories
Earlier this year, YouTuber Jon Prosser shared multiple videos showing off what he claimed to be re-created renderings of what was then presumed to be called iOS 19 and which was eventually unveiled by Apple as iOS 26 at WWDC in June.
In his first video back in January, Prosser showed off a Camera app redesign with a simpler set of buttons for moving between photo and video modes, and he...
We may finally have a definitive list of all color options for the iPhone 17 series, ahead of the devices launching in September.
MacRumors concept
In a report for Macworld today, Filipe Espósito said he obtained an "internal document" that allegedly reveals all of the color options for the upcoming iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max models.
The report includes ...
Apple previously announced that a public beta of iOS 26 would be available in July, and now a more specific timeframe has surfaced.
Bloomberg's Mark Gurman today said that Apple's public betas should be released on or around Wednesday, July 23. In other words, expect the public betas of iOS 26, iPadOS 26, macOS 26, and more to be available at some point next week.
Apple will be releasing...
We have just under two months to go until the debut of Apple's iPhone 17 models, and rumors have been ramping up in recent weeks. We went through everything we know so far, pulling out the most exciting rumors and highlighting some other changes that aren't going to be so great.
Top Tier
Ultra Thin iPhone 17 Air - The iPhone 17 Air is 2025's most exciting iPhone rumor, because it's the...
Apple's long-rumored foldable iPhone will likely have a starting price between $1,800 and $2,000 in the U.S., analysts at investment banking firm UBS said this week. If so, the foldable iPhone would cost more than a MacBook Pro, which starts at $1,599.
With a starting price of at least $1,800, the foldable iPhone would be the most expensive iPhone model ever released, topping the Pro Max at...
Apple's next-generation iPhone 17 Pro and iPhone 17 Pro Max are only two months away, and there are plenty of rumors about the devices.
Below, we recap key changes rumored for the iPhone 17 Pro models.
Latest Rumors
These rumors surfaced in June and July:A redesigned Dynamic Island: It has been rumored that all iPhone 17 models will have a redesigned Dynamic Island interface — it might ...
The long wait for an Apple Watch Ultra 3 is nearly over, and a handful of new features and changes have been rumored for the device.
Below, we recap what to expect from the Apple Watch Ultra 3:Satellite connectivity for sending and receiving text messages when Wi-Fi and cellular coverage is unavailable
5G support, up from LTE on the Apple Watch Ultra 2
Likely a wide-angle OLED display that ...