Mac Sales Remain Flat in July, 5% Year Over Year Drop Expected for September Quarter
Apple's Mac sales continue to come in flat year over year, according to a new report from Piper Jaffray analyst Gene Munster who looked at July data from market research firm NPD.
Based on the data, he maintains his outlook of a 5% year over year drop in Mac sales for the September quarter and continues to note that Mac sales are becoming less significant in light of iPhone and iPad sales, representing just 15% of Apple's total revenue.
As with his previous reports, Munster notes that it remains difficult to extrapolate NPD data to Apple's global sales performance, but he views the July data as “neutral to slight positive,” down from slightly negative in a June report.
Overall, we believe this July data point is likely a neutral to slight positive given that Macs should have a slight tailwind from updated Macbooks in June. We remain comfortable with our down 5% y/y estimate for Macs in the September quarter.
As for iPods, Munster's analysis of NPD data suggests that units are down 41% year over year on a global basis and that iPods will remain down 20% year over year for the September quarter. Because iPods now represent just 2% of all Apple’s revenue, the overall impact of this sales decline is minor.
Popular Stories
If you pay for certain iCloud+ storage plans beyond the 5GB that Apple offers for free, you will receive two more perks on iOS 27 at no additional cost.
A summary of the two new iCloud+ perks on iOS 27:Increased daily usage limits for some new Apple Intelligence features, including image generation in the revamped Image Playground app.
HomeKit Secure Video cameras receive generated video...
Apple supplier Tata Electronics recently suffered a cyberattack that resulted in thousands of confidential files being published on the dark web, and this reportedly included some photos and documents related to the upcoming iPhone 18 Pro.
We have elected not to share any of the leaked photos in this story due to the illegal nature in which they were obtained, but they can easily be found...
American Express today announced that you can now redeem Membership Rewards points when checking out with Apple Pay on the web and in apps on the iPhone and iPad.
When checking out with Apple Pay on iOS 18 or iPadOS 18 or later, tap on your eligible American Express card (Platinum, Gold, Green, and others) and select the Membership Rewards points option. You can use points to cover all or...
