For the fiscal second quarter 2005, Apple has stated the following information regarding units sold in an 8 – K filing today:
iMac, eMac, Mac mini = 467,000 (vs. 217,000 for Q2 2004, +115%) — (456,000 for Q1 2005)
iBook = 251,000 (vs. 201,000 for Q2 2004, +25%) — (271,000 for Q1 2005)
PowerMac G5, Xserve = 141,000 (vs. 174,000 for Q2 2004, -19%) — (167,000 for Q1 2005)
PowerBook = 211,000 (vs. 157,000 for Q2 2004, +34%) — (152,000 for Q1 2005)
iPod = 5,311,000 (vs. 807,000 for Q2 2004, +558%) — (4,580,000 for Q1 2005)
Total Mac units = 1,070,000 (vs. 749,000 for Q2 2004, +43%) — (1,046,000 for Q1 2005)
Full 8 – K information here.
[UPDATE: 1/14/2005, 1:20pm ET: corrected total unit sales figure.]
Related MacDailyNews articles:
Apple beats The Street; posts net profit of $290 million on $3.24 billion revenue – April 13, 2005
Hee Hee
I wonder if they will give the units sold for mac minis and shuffles.
Do you understand? More PC’s than in the Christmas quarter!
I really hope they have a new powermac to unveil soon. This is getting pathetic.
Hopefully they will have someting at NAB and noot make the market wait until the developers conf.
They never release unit breakdowns for PowerMac vs. Mac mini vs. Xserve, or for the various iPods. Although that doesn’t stop at least one person on the conference call to ask that question. I’d like to know too but understand why they don’t.
Neil: no, they shall not.
Yeah, PowerMac sales were weak…very weak. But what do you expect when the last time Apple updated them was October 2004?
I mean, what is Apple thinking going 5-6 months between updates? At least adjust prices once per quarter to keep sales revving, even if you have no new hardware.
Instead, we have this curious and mystifying behavior from Apple where they allow sales in a Macintosh line to decline 20% or more, and waiting months to correct that decline.
Otherwise, the numbers look very good, but PowerMac is a huge drag to an otherwise stupendous quarter.
PowerMac G5 sales keep faltering. Disappointing. They are going to have to do something to spark pro sales.
Nonetheless, what an incredible quarter for Apple. 4.5 mil iPods Q1 ’05? Amazing.
What were those analysts saying today about Apple can’t possibly meet its mark? Egg in your face.
Another significant item: Apple now has $7.057 BILLION in cash and short term investment. That’s up some $500 million from last quarter alone!
Apple sold more iPods this quarter than the Xmas quarter?!?!?!
And the ANALysts said that the Xmas quarter could not be repeated?
And Apple stock goes down in aftermarket trading?
Something is wrong here.
dude this machine is gonna romp! Once Apple intros Tiger, and new G5sPMs and has the production ramped on Mini’s? Damn! They are sitting in the ultimate position right now. This Christmas is gonna have A LOT of Mac minis under the tree.
Looks nice. However there are a couple of caveats.
Units are up over the last quarter nicely in Mac Mini, eMac, and iMac, but actual revenue was lower. Power Macs were down in units and revenue. iBooks off in units and revenue, with PoerBooks being a shining beacon with both revenue and units up.
iPod units way up, but revenue down. Overall revenue for the sales of hardware were down aproximately 250 million over Q1. 7% drop.
However, Compared to other tech companies, a stellar quarter. Kudos Steve & Co.
something interesting…
The sales of iMac/Mini/eMac increased by 2%, but the revenue decreased by 22% (as compared to last quarter).
This tells us that the iMac sold horribly in the past 3 months. Could the flatpanel G5 iMac be a dud?
Whooohooo, It’s working!
-Press release delaying release of Longhorn: $100.00
-Buying 10M shares of Apple (each) @ $14/share: $140,000,000
-Salary for script-kiddie to write more malware for Windows: $2,799.99*
-Yet another press release about Longhorn or new Windows’ exploit: $10.00**
-Cashing in 20M shares of Apple (each after the split) on 2Q 2005 announcement: $$$ PRICELESS $$$
*not including bribes to keep them quiet, but including free iPod unlimited Mountain Dew.
**volume discount
Whooohooo, It’s working!
-Press release delaying release of Longhorn: $100.00
-Buying 10M shares of Apple (each) @ $14/share: $140,000,000
-Salary for script-kiddie to write more malware for Windows: $2,799.99*
-Yet another press release about Longhorn or new Windows’ exploit: $10.00**
-Cashing in 20M shares of Apple (each after the split) on 2Q 2005 announcement: $$$ PRICELESS $$$
*not including bribes to keep them quiet, but including free iPod unlimited Mountain Dew.
**volume discount
Whooohooo, It’s working!
-Press release delaying release of Longhorn: $100.00
-Buying 10M shares of Apple (each) @ $14/share: $140,000,000
-Salary for script-kiddie to write more malware for Windows: $2,799.99*
-Yet another press release about Longhorn or new Windows’ exploit: $10.00**
-Cashing in 20M shares of Apple (each after the split) on 2Q 2005 announcement: $$$ PRICELESS $$$
*not including bribes to keep them quiet, but including free iPod unlimited Mountain Dew.
**volume discount
One other thing is clear. Looking at the quarter-to-quarter numbers for units sold:
iMac 2%
iBook -7%
PowerMac -16%
PowerBook 39%
The PowerBook and iMac were the only product line that received a major refreshes (PowerBook) or introductions (Mac Mini) during the quarter. Not coincidentally, these were the only ones that saw unit sales increases from the previous quarter.
The conclusion is clear – Apple needs to be more aggressive in terms of introducing timely product updates and refreshes. They cannot afford to go 6-8 months between updates. The very minimum they need to start doing from this point forward is to adjust prices every quarter.
True, this was the post-holiday quarter so declines in unit sales are typical, but the data shows that product refreshes can keep sales growing when they are expected to decline. Apple seems to be content with accepting declines for an entire quarter rather than adjust pricing on a more regular basis.
The other conclusion that can be drawn from the increased units/decreased revenue in iMcs and iPods is the true effect of the lower priced mini and shuffle. Higher volumen, less revenue. One thing that shines a nice light on that, though is that margins are up, which means that Apple actually makes a higher percentage on minis and shuffles. That could be incorrect, though, as the real margin of the quarter may have come from the increase in PowerBooks.
“PowerMac G5, Xserve = 141,000 (vs. 174,000 for Q2 2004, -19%) — (167,000 for Q1 2005)”
Looks like they lump Powermac in with Xserve to hide the fact that Powermac sales are even worse than it shows. Xserve sales hiding Powermac slide….
Revenue down 22% in imac/emac/macmini category – that seems to say that macmini sales are taking away from higher priced imacs. the imac is not selling that well.
is macmini hurting powermac sales, too?
Actually, I’m happy that Apple sold 1,020,000 Macintoshes–only down slightly from the holiday quarter. And, if I remember my statistics correctly, isn’t second quarter always a downer for Apple (and others)?
It’d be nice if Apple could consistently ship over a million Macs per quarter.
I gotta admit, I’ll be curious to see what effect–if any–Tiger sales have on PowerMac sales.
AL – “And Apple stock goes down in aftermarket trading?”
Stocks typically go up on the rumors, then down on the news.
Maybe the reason PowerMac sales are down is due to the fact that the latest version is pretty kick ass and not that many people have “upgraded” due to that fact? (for example… I hate to admit this, but at my job I use a 1ghz Compaq w/512 megs of ram to do all of my webdesign and graphic work. I have had that box for 3 years and you know what?….It works just fine. I have no reason to upgrade it. )
I know my company bought 10 new G5’s for the art department last year and they are REALLY happy with the boxes and the performance.
Honestly, one of these days computers (for the typical hom user) are gonna hit a peak – and ALL new sales will start to slide.
No Chris, the reason PowerMac sales are down is coz they’re waiting for those machines ThinkSecret keeps telling us are just around the corner. No wonder Apple sued.
(of course, they’re also waiting for the long promised 3Ghz G5’s too)