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Mac Sales Remain Flat in July, 5% Year Over Year Drop Expected for September Quarter

Apple's Mac sales continue to come in flat year over year, according to a new report from Piper Jaffray analyst Gene Munster who looked at July data from market research firm NPD.

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 Apple's total revenue.

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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 July data as “neutral to slight positive,” down from slightly negative in a June report.
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 for iPods, 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. Because iPods now represent just 2% of all Apple’s revenue, the overall impact of this sales decline is minor.

Top Rated Comments

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18 months ago
Wait, you mean NOT updating computer equipment is BAD for sales? WOW!! I hope someone informs the folks at Apple. It seems that they are too busy focusing on the consumer portable division to even notice the Macs are not getting updated.
Rating: 76 Votes
18 months ago

*clears throat*

WE WANT MULTI-TOUCH


No we don't.
Rating: 66 Votes
18 months ago
Haswell retinas please.
Rating: 36 Votes
18 months ago
Of course it doesn't help that websites that used to devote their time to Mac news now focus non-stop on 'someone in China posted a picture of the packaging that a button that fits on an iphone' type stories... :rolleyes:
Rating: 29 Votes
18 months ago
This is what happens when you do not update your desktop and notebook line. Haswell is nearing 3 months old now on the retail market.
Rating: 25 Votes
18 months ago
Shocking. Love my iPhone, but you'd think it was Apple's only product.
Rating: 17 Votes
18 months ago
People don't need new computers as often as they once did. Who really cares if your pc finishes spell check in half a second or a quarter of a second. Add in the fact that macs last a long time (my MacBook is over seven years old now) and the update cycle isn't the old two or three years like it used to be. That said, my seven year-old Mac will be replaced with a new laptop by the end of this year... Maybe.
Rating: 14 Votes
18 months ago
Not a surprise - with mobile devices cannibalizing the entire desktop market (mac, PC, everything) a flat or slightly negative growth is a good thing compared to what some of these companies are going through. I feel kinda bad for the dells of the world.
Rating: 13 Votes
18 months ago
none of these except the Air have been updated in Ages...

its all gold iPhones and divisive iOS7

even the mac mini pro is still not out yet :mad:

at least iCahn's investing in the stock now, thats a positive sign (never)
Rating: 12 Votes
18 months ago

Wait, you mean NOT updating computer equipment is BAD for sales? WOW!! I hope someone informs the folks at Apple. It seems that they are too busy focusing on the consumer portable division to even notice the Macs are not getting updated.


Exactly my thinking, they used to update products twice a year, some haven't even been updated yearly now, so this is just funny books. We can show you sales are down, because they are... but we all know the cause of that.

I don't even understand the reasoning behind forgetting about mac users, I'll always be more mac than iOS, and when iOS falls if there's no mac line because they've slowed the updates even more it's going to be bye bye Apple, unfortunately.

Perhaps they've been caught in their own "halo" and think iOS, and only iOS, is the way forward, at the expense of the mac that kept them floating for so long, and the users that bought the mac. They seem to have forgotten that.
Rating: 11 Votes

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