Analyst: Mac sales growth continues to exceed rate of PC sales growth

Apple Store“Apple seems set to exceed sales expectations in its current financial quarter – but we won’t find out by how much until 25 April, when the company reveals its Q2 results,” Jonny Evans reports for Macworld UK.

Evans reports, “In keeping with the industry, Apple’s second financial quarter is traditionally less prosperous than the other three quarters of its financial year.”

“Pacific Crest analyst Andy Hargreaves made a few observations regarding recent NPD sales tracker data, pointing out that Mac sales seem to be exceeding his estimates for the quarter,” Evans reports.

“The analyst also observed that Apple’s customers are choosing the better-featured (and more expensive) Mac configurations, and predicts 1.5 million Mac sales in the current quarter. Mac sales growth continues to exceed the rate of PC sales growth,” Evans reports. “iPod sales seem set to meet 10.5 million units the analyst said, noting Apple as ‘outperform’ and offering a target stock price of $130 per share.”

Full article here.

Aidan Malley reports for AppleInsider, “In a research note issued to investors, Morgan Stanley analyst Kathryn Huberty advised readers that Apple was the healthiest PC vendor during the first two months of the new year… While virtually every vendor of Windows PCs depended on the Vista-related sales surge in February to make up for a lackluster first month, Apple continued its march forward seemingly untouched by Vista’s presence: the number of Macs shipped to the same business and retail buyers grew by 71 percent year-over-year in January and a nearly identical 72 percent in February.”

“Apple also took an 8 percent share of this particular market, compared to 6 percent a year ago — boding especially well for the still modestly sized Mac maker in the face of resurgent competition. Some assumed the company would lose ground to Vista as it had with prior Windows updates,” Malley reports.

Malley reports, “Apple [iPod] showed no signs of letting go of its by now well-entrenched marketshare, holding over 73 percent of the music player sales through the early part of the year and growing 30 percent between the same two months in 2006 and 2007. Would-be challengers had to largely be content with taking each other’s business, the report noted.”

Full article here.

Related article:
NPD data shows Mac sales growing 5x market growth rate in February – March 29, 2007

38 Comments

  1. @Yawn

    Yawn, yawn, yawn, yawn…

    Dear oh dear, where in the universe are you…

    Apple acknowledged that sales were impacted by the impending release of Intel Macs. However they STILL managed an increase of 6-7% on the year before.

    In Jan 2007, building on the 6% increase achieved in Jan 2006 over the same period the year before, Apple managed a 71% increase in Mac sales year on year.

    In Feb 2007. building on the 7% increase achieved in Feb 2006 over the same period the year before, Apple managed a 72% increase in Mac sales.

    It is NOT POSSIBLE for Apple to sell fewer Macs in Q1 2007 than they did in 2006 unless nobody buys any, and a VERY large number of Macs are returned.

    Matey, are you suffering from early alzheimers or something???

    The only people I know who are returning their computers are people who cannot get Vista to work!

  2. > The same was said of Tiger and Jaguar and Panther and Puma and Cheetah.

    You don’t know too much… Apple was still trying to get their existing users to switch from Mac OS 9 during the times when Cheetah, Puma, and Jaguar were released. It wasn’t until Panther than Apple felt it had an version of Mac OS X that could get Windows users to “switch.”

    The difference is, Leopard is the first major release after the Intel switch. It is also the first release after the Vista disaster. More Windows users are actively considering Macs now, because of the Intel switch and their need to avoid Vista. And Apple is more visible to the general public than ever before in its history, thanks to the iPod (and iPhone even before it is released). It’s already starting to accelerate, even if their was no Leopard release coming in a few weeks. But Leopard with serve to further differentiate Mac OS X from Windows Vista.

  3. “It wasn’t until Panther than Apple felt it had an version of Mac OS X that could get Windows users to “switch.”

    From your comments it’s clear the only people Apple can get to switch from one thing to another are rabid Apple fanboys who are by now completely used to switching processors and operating systems every few years.

    And despite your commentary on how Apple wasn’t ready, every new release of any new Mac software or hardware for the last 23 years has always evoked cries from the Mac faithful that this is the year that they will take the world back from Microsoft.

    “It is NOT POSSIBLE for Apple to sell fewer Macs in Q1 2007 than they did in 2006 unless nobody buys any, and a VERY large number of Macs are returned.”

    I didn’t say they would. I said they’d get nowhere near 71% growth.

    For your supposed trend to hold, we’ll need to see Apple sell 1.9 million Macs this quarter. With most people forecasting a 10% decline compared to the 1.6 million from last quarter, that’s unlikely.

    Apple’s actual numbers for the first quarter of 2006 (Apple’s financial Q2) were an increase of 4% in unit sales and 5% in revenue year on year. Given a market growing at 10-15% and inflation running at 3.3% or so those numbers are far from impressive. They represented a big step back in market share and barely any real revenue growth despite the extra unit sales.

    ” first release after the Vista disaster. “

    If by “Vista Disaster” you mean the OS which now has more installed base than Mac OS X 2 months into consumer shipments, what do you call the Mac and OS X?

    “But Leopard with serve to further differentiate Mac OS X from Windows Vista.”

    Just as Tiger was supposedly a huge leap over XP that would cause tens of millions to switch. Yawn. Maybe Next Year…

  4. @Yawn / Unreality / Machopeless – whatever troll name you use this week…

    Yawn, yawn, yawn, yawn.

    9,000 windows users buy a Mac from an Apple store every week.

    Check out the pics of the thousands of people who waited outside the new Apple store in Rome. They gave away 1,000 t-shirts in the first hour.

    If you hurry you can still get a Vista t-shirt. There is one left I hear. They printed 3.

    As for growth, what do you expect? 71% in Jan + 72% in Feb – average growth over the first 2/3 of the quarter is 71.5%. As for Q1 2006, YOU already provided the answer to this in an earlier post. And Apple agree with you – sales were slow pending the Intel launch. But, gee, they sure made up for it since!

    You don’t think Vista is a disaster then? Wow! Call us when you land on planet earth…

  5. @Windows Troll (yawn or something)

    By the way, how do you measure Vista sales? 90% of corporate machines are wiped upon delivery for an XP-SOE install. 75% of “sales” to personal users were vouchers for Vista but XP was installed.

    How many copies did you buy?

  6. “9,000 windows users buy a Mac from an Apple store every week.”

    And in that week, Microsoft sells FOUR AND A HALF MILLION copies of Windows. Wow, I’m so impressed with that 9,000 Macs number!

    Get a Clue.

    “They gave away 1,000 t-shirts in the first hour.”

    And on that day, Microsoft sold 635,000 copies of Windows.

    1000 T shirts. Wow.

    Anyway, where does most of your revenue come from? People hooking printers to PCs, or people hooking printers to Macs? Are you perhaps biting the hand that feeds you? Rebelling against Microsoft in Internet forums while in reality being their bitch?

  7. @Yawn / Machopeless / Unreality

    We have had this conversation before under one of your other names.

    This conversation will no doubt go the same way. Your posts contain less and less argument and more and more insults.

    9,000 converts per week are from the Apple stores ALONE.

    And who are these switchers? “it’s clear the only people Apple can get to switch from one thing to another are rabid Apple fanboys”

    “while in reality being their bitch?”

    What sort of language is this? You sound like a 15yr old schoolgirl taunting someone behind the toilet block…

    You are truly a sick-minded individual. Why don’t you go and play in windows-world… You truly don’t belong here…

  8. “What sort of language is this? You sound like a 15yr old schoolgirl taunting someone behind the toilet block…”

    Just what is it you have against women?

    “Why don’t you go and play in windows-world… You truly don’t belong here…”

    So how much of you revenue comes from Windows users?

  9. @Yawn

    yawn yawn yawn yawn… I have nothing against women – except ones that behave as you do. but adults (assuming you are one – its hard to tell) who choose to behave like badly behaved 15yr old schoolgirls are beyond the pale…

    i note how you turn the conversation to where I suppose you feel you are strongest – being unpleasant. it happens every time doesn’t it…

    perhaps we should ask MDN to add a Windows Troll button to every post. when enough people push it your posts evaporate…

    come to think of it, that is A GREAT IDEA

  10. far too much matey… if they were all like you i would close my business altogether…

    i am moving my business to apple as we speak. my new website is written in ruby on rails and will run on OS/X server.

    now i must get on with my work – i have 800 clients to migrate…

    ” width=”19″ height=”19″ alt=”grin” style=”border:0;” />

  11. “far too much matey… if they were all like you i would close my business altogether…”

    So as I stated, you’re Microsoft’s bitch biting the hand that feeds you.

    If you were a True Believer rather than a Fraud, you’d put your money where your mouth is and stop selling to Windows customers tomorrow.

  12. “perhaps we should ask MDN to add a Windows Troll button to every post. when enough people push it your posts evaporate…”

    Failing that, finding people who post things you don’t agree with and shipping them off to prison camps might work.

    Perhaps people who post things you don’t like could be sent to labor camps in the countryside to be “re-educated”

    Alternatively you could set up a secret police force to hunt down such people, take them out into the jungle and shoot them and bury them in mass graves.

    I don’t think I like your idea for the new world order.

    However if your fascist censorship button applied to you, there might be a few cheers from the community.

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