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Piper Jaffray: Mac Sales Flat in June, Could Drop 5% YOY in September Quarter

Piper Jaffray: Mac Sales Flat in June, Could Drop 5% YOY in September Quarter

Sales of Apple’s Mac continue to come in flat, according to a new report from Piper Jaffray analyst Gene Munster. Munster based his analysis on July data from market research firm NPD.

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MacRumors:

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.

Munster does note that it remain difficult to extrapolate NPD data to Apple’s global sales performance, but he sees the July data as “neutral to slight positive,” down from slightly negative in a June report, saying, “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.”

Additionally, Munster’s analysis of NPD data concerning iPods show that units are down 41% year-over-year, and suggests that the players will remain down 20% YOY for the September quarter. iPods now represent only 2% of Apple’s revenue.

  1. MRonin ⚜ says:

    Not surprising really. Apple can only ride the iOS wave so long and if they don’t start giving similar attention to the Mac in all it’s flavors, then they will find themselves poised to be bit squarely in the ass. It’s where so many huge companies like Apple make fatal mistakes, they become so massive and short sighted that they lose sight of these business management 101 type ideas.

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