50% of Apple Retail Store customers are ‘new to Mac’

“For the fiscal third quarter, Apple’s revenues came in at $4.37 billion vs. $3.5 billion a year ago. Net income was $472 million, or 54 cents per share,” Arik Hesseldahl reports for BusinessWeek. “…Apple turned in a huge surprise when it came to sales of its Macintosh computers, particularly in the area of notebooks. The company sold 798,000 notebooks, an improvement by 300,000, or 61%, over the year-ago quarter. ‘They absolutely blew my expectations away with notebook sales,’ says analyst Charlie Wolf of Needham & Co. in New York. ‘And to think they only had six weeks with the new MacBook.'”

Hesseldahl reports, “The surge in laptops offset a drop in desktop sales, largely attributed to weakness in the pro desktop sector, where Apple has yet to ship a new machine based on Intel processors. Introduced in 2003, the PowerMac G5 was last updated in Oct. 2005. A new machine is expected to be called Mac Pro and should be out by the end of the summer.”

Hesseldahl reports, “Another interesting figure to come out of the conference call was that 50% of customers polled at Apple’s retail stores described themselves as ‘new to the Mac,’ indicating a surge in interest from people more accustomed to using computers running Microsoft’s (MSFT) Windows operating system. This figure has been the subject of much conjecture that Apple might begin to turn around its sagging market share figures versus Windows-based PCs from Dell, Hewlett-Packard, and others, if only slightly.”

Hesseldahl reports, “It has also served to prove the so-called iPod halo effect, under which iPod owners become Mac owners. Running Windows as an option—which the Mac now does using an Apple program called Boot Camp—hasn’t hurt the Mac’s attractiveness to Windows users either.”

Full article here.

Related articles:
Merrill Lynch ups Apple rating to ‘buy’; UBS raises Apple target to $80 – July 20, 2006
Apple shares rocket over 12% in pre-market trading on strong earnings report – July 20, 2006
‘Fantastic quarter’ helps Apple double share of U.S. retail notebook market to 12% – July 19, 2006
Apple Q3 2006 Conference Call notes – July 19, 2006
Apple reports third quarter results: $0.54 per share on $4.37 billion in revenue – July 19, 2006

27 Comments

  1. Are they actually buying Macs, though?

    I go in lots of stores because they look cool (Sharper Image, Anthropologie, etc.), but lots of them I never end up purchasing anything from.

    (P.S. I converted my granmother to a Mac. She’s 67 years old and she purchased a white MacBook!)

  2. it’s happening folks. the people out there are finally getting a chace to experience the true computing experience. with more and more apple stores on the way, way more people will be exposed to macs than ever before. michael dell is pooping his pants right now.

  3. I’ve been to Apple stores in GA, NC, and FL. Every last one of them were crowded and the checkout lines were long. It was a madhouse after the MacBooks dropped. It seemed like everyone was walking out with a laptop and an iPod to go along with it.

    I still think that analysts don’t give Apple’s own retail channel the credit it deserves.

  4. AAPL will probably see $47/share this summer.
    why?

    because everyone made an attempt to stop it from sliding below $50 again, so there is really no knowing where the bottom was for AAPL.

    Also.. Apple’s revenues did not beat the estimates, it fell short by $30million.

    Everyone was expecting more than $4.4billion

    apple reported $4.37 ( the focus went to the earnings per share rather than revenue )

  5. AAPL will probably see $47/share this summer.
    why?

    because everyone made an attempt to stop it from sliding below $50 again, so there is really no knowing where the bottom was for AAPL.

    Also.. Apple’s revenues did not beat the estimates, it fell short by $30million.

    Everyone was expecting more than $4.4billion

    apple reported $4.37 ( the focus went to the earnings per share rather than revenue )

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