“Apple recently reported that both unit shipments and revenues of its Mac personal computers rose by 9% year over year in the company’s most recent quarter,” Ashraf Eassa writes for The Motley Fool. “These results, as CEO Tim Cook noted on the company’s earnings call, are extremely impressive given that the overall PC market is said to have declined by 12% in the quarter.”
“But what is even more impressive is that, on the call, Apple CFO Luca Maestri said the company ended the quarter with Mac channel inventory ‘slightly below”‘ the company’s targeted four-week range,” Eassa writes. “Given that Apple reported being within its four-to-five week target channel inventory range last quarter, this reduction in channel inventory suggests that Mac sell-through to end customers may have been even better than what the reported numbers indicate.”
Eassa writes, “Apple appears to be seeing rapid Mac growth and is seeing strong sell-through of its existing notebooks, while its competition — in aggregate — seems to be struggling mightily to sell existing product to make room for new systems.”
Read more in the full article here.
MacDailyNews Take: Finally, steadily and inexorably, the world awakens!
As always: Die, Windows, die!
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