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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93 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.
Score: 76 Votes (Like | Disagree)
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93 months ago

*clears throat*

WE WANT MULTI-TOUCH


No we don't.
Score: 66 Votes (Like | Disagree)
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93 months ago
Haswell retinas please.
Score: 36 Votes (Like | Disagree)
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93 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:
Score: 29 Votes (Like | Disagree)
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93 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.
Score: 25 Votes (Like | Disagree)
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93 months ago
Shocking. Love my iPhone, but you'd think it was Apple's only product.
Score: 17 Votes (Like | Disagree)

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