eWeek: It’s hard to ignore impact of Macintosh on Apple Inc.‘s bottom line

“Apple may not want the word ‘computer’ in its title anymore, but it’s hard to ignore the impact of the Macintosh on the bottom line,” Scott Ferguson reports for eWeek.

Ferguson reports, “Despite a report of flat shipments, plus all the attention given to the iPod, iPhone and Apple TV in the last month, the Mac had a solid quarter for the period that ended on Dec. 30. Apple reported selling about 1.6 million of its signature product during the quarter. The Mac also saw its revenue share increase by about 40 percent compared to last year.”

“The recent upswing in Mac sales follows the availability of the first Intel-based machines in January of 2006. In addition, many analysts believe the Mac is benefiting from a ‘halo’ effect from the iPod,” Ferguson reports. “For whatever reason, the Mac numbers for the whole year remain impressive and analysis is calling for additional growth as the company moves more into digital entertainment and away from the enterprise market.”

Ferguson reports, “According to both Garter and IDC, Apple saw its U.S. share of PC shipments increase about 30 percent from 2005 to 2006, which far outstrips the rest of the market. Internationally, while not as robust as the U.S. market, Apple saw its share of the PC shipments grow three times as much as the rest of the market during 2006, according to Gene Munster, an analyst at Piper Jaffray of Minneapolis. ‘The December ’06 quarter marks the eighth quarter out of the last nine that the Mac has outgrown the computer market internationally and in the United States,’ Munster wrote in a report to investors on Jan. 18. ‘We believe that Apple is gaining momentum with Mac sales.'”

Ferguson reports, “Martin Kariithi, an analyst with Technology Business Research, believes that the Mac still has a lot more room to grow in the next year, possibly as much as a 30 to 35 percent increase. That will help in what Kariithi’s view will be a pivotal year for Apple as the Cupertino, Calif. company looks to sustain the phenomenal growth it produced in 2006, mostly from sales of its music player. ‘I don’t think we have seen the full affect of the Intel switch just yet,’ Kariithi said.”

Full article here.

Related articles:
IDC: Apple’s worldwide and U.S. Mac shipments were each up roughly 30% year on year – January 18, 2007
Analyst: Apple’s holiday-quarter Mac sales were solid – January 18, 2007
Apple smashes Street, posts revenue of $7.1 billion and record net quarterly profit of $1 billion – January 17, 2007
Net Applications: Apple’s Mac market share continues rise, now at 5.39%, up 31% year-over-year – December 01, 2006
Apple’s Mac market share surges, up 35-percent year-over-year as growth accelerates – November 01, 2006
Analyst: Apple has ‘real shot at dramatically expanding Macintosh market share’ – October 31, 2006
Analyst: Apple Mac gains market share, the reason why is significant – October 26, 2006
IDC: Apple Mac attained 5.8% of U.S. market share in Q3 06 – October 18, 2006
Gartner: Apple Mac grabbed 6.1% of U.S. market share in Q3 06 – October 18, 2006
Gartner: Apple Mac grabbed 4.6% U.S. market share in Q2 06 – July 19, 2006
IDC: Apple Mac attained 4.8% U.S. market share in Q2 06 – July 19, 2006

14 Comments

  1. I think a lot of Mac users in the market for new hardware are holding off to see if Apple is going to announce new hardware in conjunction with the Leopard release, especially since we got squadoosh at this year’s MacWorld Keynote…should be interesting to see what happens…

    MW=months; hope we don’t have to wait months before Leopard ships…

  2. Those comments in the article are right on the money. iPods sales will not be as strong during the next few months until Apple releases the touch-screen (non-phone) iPod. That may not happen until after the release of iPhone. Mac sales will have to take up the slack, and the release of Leopard (along with new Macs and iLife/iWork) will make it happen.

  3. Hahahahah… you said “squadoosh”!

    Anyone can see that Apple got a lot of PR at MacWorld, but shipped nothing. Which means there are a lot of things still to come.

    Does everyone else think there is a big convergence on the way?

    iPhone + Leopard + iLife + iWork + New Macs + ?

    All redesigned in some way to work together under Leopard – methinks I am going to be dropping a boodle of cash by June or so…

  4. “I don’t ever remember Apple being in the ‘enterprise market’.”

    Yeah. That Xserve is totally for a home server. And Mac Pros are just for the high-end gamer types.

    Trust me–lots of enterprises have Macs. They’re just–by far–not the majority of machines in an enterprise. But visit that graphics department in any big corporation and you’ll find Macs.

  5. My personal gut feeling is that we’ll see a new iMac at the release of Leopard (probably the 20″ iMac) with a multi-touch screen.
    I also think iWork07 and iLife07 were held off due to work needed for development of the iPhone versions of the applications.

  6. I’m getting a piece of big iron, medium iron and small iron when Leopard ships, then a couple of next gen’ nanos, a shuffle and an iPhone. Till then, Apple is selling me squadoosh. After the next MacWorld I’m consuming only hoohaa for three years ;-p

  7. iLife won’t have “iPhone” versions.. iPhoto already is on the phone, and the iPod is already the mobile version of iTunes, but there won’t be an iMovie, or iDVD or Garage Band or iWeb..

    iWork… meh.. maybe the ability to read and minimally edit text and pdf documents..

    I don’t see Apple trying to leverage iPhone as a replacement to your desktop PC but rather as a compliment to it.

    The idea here being that it is a compliment to the desktop in the same way that the iPod is. Where before iPod much of the music management was handled (very clumsily) on the device itself, and Apple moved all th at off the device into a program (iTunes) making the device more powerful and functional and at the same time vastly simplifying it. The same thing will be done with the iPhone.. contacts, calandars, tunes, etc all will (ideally) be handled off the device on your computer and only minimally edited on the phone itself.

  8. When Adobe finally releases Universal version of the Creative Suite apps, I think we’ll see a jump in Mac sales. Individuals have been buying new machines but businesses have been putting it off while waiting for the new Photoshop.

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