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Two+ years of Apple Numbers

Quarter – iPods ---- Macs --- Desktops - Laptops
Q3 04 - 860000 ------ 876000 -- 416000 - 460000
Q4 04 - 2016000 ----- 836000 -- 385000 - 451000
Q1 05 - 4580000 ---- 1046000 -- 623000 - 423000
Q2 05 - 5311000 ---- 1070000 -- 608000 - 462000
Q3 05 - 6155000 ---- 1182000 -- 687000 - 495000
Q4 05 - 6451000 ---- 1236000 -- 602000 - 634000
Q1 06 - 14043000 -- 1254000 -- 667000 - 587000
Q2 06 - 8526000 ---- 1112000 - 614000 - 462000
Q3 06 - 8111000 ---- 1327000 - 529000 - 728000

Reposted here cause this is where everyone will be...

Yeah, looks like there's more laptops being sold...now there's no more G4s in the laptops. If we can even call em laptops any more...the core duo is too hot really to sit on one's lap.

Good point. Apple refers to the Macbooks as Portables in the Data Summary.

The Mac numbers look excellent for a Q3. Hopefully this is the intel transition and (possibly) boot camp effect. Can't wait to see what people put on their holiday wish lists.

Has anyone looked at the Amazon Top Sellers for computers lately? At this post, 9 of the top 10 were Macs.

http://www.amazon.com/exec/obidos/tg/new-for-you/top-sellers/-/pc/all/ref=pc_tn_2/ref=sv_pc/103-4572760-9191020?_encoding=UTF8

That is AMAZING how many more laptops were sold this quarter than desktops! What a huge jump for the laptops... you can really tell that last quarter was lagging due to the slow release of intel chips!

Very impressive. Apple would have sold even more Mac if not for the fact that PowerMacs have yet to make the Intel transition.

The first all-Intel quarter will be October-December period this year. If Apple blew away analyst expectations this quarter, it can be safe to say that you ain't seen nothin' yet! The holiday quarter this year will be HUGE. New iPods. New pro desktops. New pro notebooks.

"The holiday quarter this year will be HUGE"

Good luck even being able to move inside an Apple store this holiday buying season.

More significant, on the Amazon list, is the availability of Macbooks. They now have shipping delays, as does the Apple website itself. Best Buy is listed as sold out for both white models.

Either demand is taking off, or Apple has shifted production.

Also, note the dip in desktop sales this quarter. There may be a shift towards laptops among some users, but I'm sure that many users are waiting for more Intel updates on the big desktops (and servers).

"you can really tell that last quarter was lagging due to the slow release of intel chips!"

The release of Intel chip Macs was not slow, they are right on track

with the roadmap that was projected. These things take time.

"Either demand is taking off, or Apple has shifted production."

I think demand is taking off.

It bears repeating. It will be a HUGE holiday quarter. Huge.

Last chance to get aboard the AAPL train while it's still cheap!

Not to burst anyone's bubble, but the pro desktops won't sell as well as the iMacs do, however, they will give Apple a sales boost for sure. Notebooks are where it's at these days though. The next quarter will see an even bigger jump there now that all Apple notebooks will be Intel based for the entire quarter.

Wolfgang: "Also, note the dip in desktop sales this quarter."

100,000 doesn't sound like an unreasonable number of professionals holding off for intel PowerMacs and the release of Adobe and other's Pro Apps.

They actually just covered this on the conference call and mostly confirmed it.

MDN,

Just wanted to say "Thanks!" for posting the meeting notes.

Peace.

"Music phones aren't ready to compete with iPod now, but that is likely to change in the future. Apple is 'not sitting around doing nothing.'"

What a great quote! It reveals the flaw in the logic of the "cell phones will kill the iPod" school of thought.

All you have to do is remember - Apple isn't sitting around doing nothing.

"50% of Mac buyers at Apple Retail Stores are new to Mac."

That is great news.

Music phones aren't ready to compete with iPod now, but that is likely to change in the future. Apple is "not sitting around doing nothing."

Verbatim, the iPod vs Music phone statement Apple made was the best! And Gene Munster is a tool.

iPhone/iChatPod here we come... (sometime!)

Just got off the phone with a PC-only friend who happens to follow tech/market news religiously. HE IS FINALLY CONVINCED that his next TWO computers (portable and desk) will be Macs, primarily because of the "buy one, get two" factor. (He's also scared spitless that Vista either will not ship on time next year, or--when it does--will be so bug/virus filled that it will be unusable until SP1. How prescient he is!)

Truly, I believe the next holiday buying season will be spectacular for AAPL, which brings me to this point:

Where are you, Mac Realist? Are you a foul-weather friend only? Surely you have something wise and vitriolic to say about today's news. Come on, dude; climb out from under your rock and let 'er rip! I need a good, hard laugh.

"Will there be any surprises at WWDC? Apple says you'll have to wait and see."

I'll have to listen to get the direct quite, but this is classic.

"If we told you, it wouldn't be a surprise..."

Extrapolating Numbers

Given...

1,327,000 Macs sold in this quarter.
50% are to new customers.

Therefore...

663,500 Windows boxes were NOT sold.
That is 5 new Mac users every second, 24/7.


Did you also note that Mac sales kept pace with iPods sales 1-to-6. As hot as iPods are, I think that shows a very hot Mac market.

I am an idiot.
A turd.
Where is Enderle now - I could eat his poo.

Mac Sales will Continue to Grow:

1. MacBooks will have a full quarter of sales, going into the quarter with a slight backorder (further helping inflate this September quarters numbers).

2. Mac Pro will arrive, bringing a definte boost to an almost stagnant product line. With or without Adobe, sales will move up with this line.

Look for 1.45+ million Mac's to be sold this coming quarter.

Once Adobe shows up with the Universal apps, the MacBook Pro and Mac Pro will see another boost in sales, and Merom will boost MacBook Pro sales starting in October.

IMHO - If Apple were "really" smart, and ready to go, they should launch "Image" (which would be their "Fun House" test application turned into a true PSD competitor). Fun House has been used to show and test the power Core Image.

Fun House contains many of the elements needed for Apple to deliver a real-time PSD competitor...

Apple should launch "Image" at the WWDC along side the new Mac Pro and monitors - giving the Pro user something to gobble up (Pro towers with a native PSD application NOW - not in 9 months or so from Adobe!), while "Image" also gives developers a new and powerful application to start writing/adapting plug-ins for...

This is a complete win/win/win scenario (Apple/Dev/Pro).

One could argue Adobe may leave the platform if Apple moves into this category, but this would be an unrealistic analysis.

Emotionally, Adobe may wish to do so, but financially and strategically they cannot leave the Mac OS.

M$ is starting to fire into Adobe space in taking on PDF (Vista) and the creative market. Thus, Apple is wise to do the same, leaving Adobe in no-mans land, becoming week for an Apple or M$ buyout/bidding war.


IMHO II: Adobe should be moving ALL their applications to Linux, and with that, building several Linux-only tools. In essesence, building a platform to which Apple and M$ cannot control. Pro creatives are more reliant on Adobe than they are to an OS by a mile.

But of course, Adobe is dumb (and arrogant), which will lead them to their long and slow decent - Apple could make that decent even faster.

Please Apple, surprise us with "Image" for $299 at the WWDC, and ensure it's market grab, by throwing us a bundle: Mac Pro+Monitor = Image for FREE!!!

Then snap out some new iPod goodness in September, along with a Conroe iMac rev. and finally the MacBook Pro (merom) in October.

This should give all children some Santa goodness ending 2006 ; )

Steven, I'm with you on that one.

The only issue with the "pro" "desktop" Macs is the delay before all the universal apps are ready.

I still need my Dual G5 for fast Photoshop, Maya etc. I'm sure I'm not alone.

Just a quick repost since like Hmmm said everybody will be checking out the notes:

"International sales accounted for 39 percent of the quarter's revenue."

---> Excellent news on that front. I'm surprised by the high international sales figures. Nice!

"Apple shipped 1,327,000 Macintosh computers and 8,111,000 iPods during the quarter, representing 12 percent growth in Macs and 32 percent growth in iPods over the year-ago quarter."

---> Wow. Mac sales MUCH higher than I was anticipating. I'm usually *extremely* conservative in that regard, but Apple definitely blew me away with those figures. Great news.

@ Hmmm...: I particularly like the trend in Mac sales. iPod sales were pretty damn good, but I'm more interested in the Mac sales figures climbing (not that I discount iPod sales totally - they make a tidy profit. I just like seeing those Mac numbers grow). More notebook sales than desktops as well - but that is the industry trend - mobile.

I'm really surprised by these numbers. Very cool.

One other quick thing - </i>"Apple does not discuss unreleased products.<i>:

They don't need to. Shaw Wu does that for them, he also delays them as well.

Pro Mac sounds MUCH better than Mac Pro! How could we all be so blind?

"This is a complete win/win/win scenario (Apple/Dev/Pro)."

A complete Win(dows) Win Win situation would be a Designed for Windows Mainstream dual processor dual core Xeon box, Windows XP and, Native Photoshop for Windows.

All available today, no waiting.

"Emotionally, Adobe may wish to do so, but financially and strategically they cannot leave the Mac OS."

Havn't you heard of Boot Camp and parallels? Any Mac software developer can now abandon Mac OS X yet still sell to Apple customers.

Apple broke 50% iPod share in Japan.

Hee! Poor Sony!

WinWin-- you state: "Havn't you heard of Boot Camp and parallels? Any Mac software developer can now abandon Mac OS X yet still sell to Apple customers."

Adobe or others can try that gambit, but they'd lose. Mac users want to stay in the Mac OS; Parallels and BootCamp are exciting only to support current Win-only apps. Any current Mac apps that go Win-only will lose Mac support immediately, and Adobe and others know this. Look at the trend in application support for Macs. You will see lots of previously Win-only apps showing up as Mac versions now. Software publishers see that the trend to Macs is real and it is building. Smart publishers are going to want to be part of the Mac Universe as it continues to grow.

"Adobe or others can try that gambit, but they'd lose."

Appears Adobe are trying it already, delaying native Photoshop support for Intel Macs. They obviously don't believe they need to move too fast on that product, as they already have an identical product (albeit Windows based) for people who want fast native Intel support.

"You will see lots of previously Win-only apps showing up as Mac versions now"

Like what major apps exactly?

"trend to Macs is real and it is building"

I think the jury's still out on that one. Apple introduces a new notebook, releases a bit of pent up demand in people who knew the Intel switch was coming and were holding off purchases waiting for a better Mac notebook. Apple get a lift in US market share of 0.3% and much less in worldwide share. Not saying it couldn't happen, but I think the big boys are going to want to see something a bit more impressive than that if they are going to invest in native Apple software big time.

Now if Apple could make those 0.3% gains consistently every quarter for the next few years, or boost that gain higher, there might be something for people to get excited about.

Pro Apps like Photoshop aren't out yet... Okay,

But the big pro boxes aren't out yet either.

Possibly Adobe knows about Apple's deployment schedule & doesn't feel the need to push out a new version until the pro desktops are being sold...

Adobe already said that next versions will come out in the upgrade cycle.

Things seem to be moving as they should.



MDN magic word is "way" as in "Dude, yes-way!"