Piper Jaffray analyst Gene (No Relation to Herman) Munster has issued a new research report using data from research firm NPD that shows Apple’s U.S. Mac sales were up a considerable 31% year-over-year for January.
Munster attributes the strong performance to Apple finally being able to roll out orders of the new iMac, even as the company remains significantly constrained with multi-week waits for new orders through its online stores. Apple announced the new iMac in late October of last year, but did not begin taking orders until the end of the November with the larger 27-inch models not arriving until several weeks later.
In spite of the U.S. jump, Piper Jaffray is maintaining its estimate of a 5% year-over-year decline for the full quarter when global sales are considered.
Data from NPD brought a bit of surprise where the iPod was concerned, as U.S. sales were up 3% year-over-year, with revenue up 2%. Piper Jaffray’s model predicted a 17% decline in total iPod sales for the quarter as consumers continue to shift their music needs to smartphones.