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Tough 2010 comparisons cause 'soft' 9% Mac sales growth for Apple in April

post #1 of 30
Thread Starter 
Mac sales a year ago were exceptionally strong, making Apple's year-over-year sales increase in April 2011 a "soft" 9 percent.

A tough comparison in the month of April led to the low number seen in the latest NPD domestic sales data, which is well below the 22 percent year-over-year increase investors on Wall Street are expecting. April is the first of three months in Apple's June quarter.

Analyst Gene Munster with Piper Jaffray said on Monday that despite the slow start, it is "too early to make a call" based on just one month of data for the U.S. only. He believes that with international sales included, the Mac is likely tracking in line with expectations.

Wall Street watchers expect Apple to sell between 4.1 million and 4.3 million Macs total in the June quarter, or around 22 percent more than the company moved a year ago.

Last April, Mac sales were up 38 percent year over year in a particularly strong month of 2010. Apple will face another tough comparison in May, when Mac sales were up 35 percent in 2010.

But Munster noted that comparisons ease "dramatically" in June, when sales were up just 11 percent year over year in 2010.

The Mac sales boost in 2010 was caused by the release of new MacBook Pros in April of last year. For comparison, Apple updated the MacBook Pro line again, adding the high-speed Thunderbolt port in late February. That refresh caused sales to spike 47 percent year over year in March.



For the rest of 2011, domestic Mac sales saw a 20 percent year-over-year increase in January, and 12 percent in March.

The latest NPD data for the U.S. also suggests Apple will sell between 8 million and 8.5 million iPods in the June quarter. The sales figures show iPod sales tracking down 6 percent year over year, though sales for the full three-month quarter are expected to be off between 10 percent and 15 percent from 2010.
post #2 of 30
And this report is causing apple stock to go down 2.+-%?

Apple WILL post growth in phone sales, iPad sales and other areas, yet folks are freakin out, because the numbers aren't looking good right now.

It's this type of reporting that sometime pisses my off, and I'm sure other stock holders.

Skip
post #3 of 30
Quote:
Originally Posted by ncee View Post

And this report is causing apple stock to go down 2.+-%?

Apple WILL post growth in phone sales, iPad sales and other areas, yet folks are freakin out, because the numbers aren't looking good right now.

It's this type of reporting that sometime pisses my off, and I'm sure other stock holders.

Skip

yeah but you have to take the good with the bad. When they are singing Apple's praises people gripe and not people are griping when they aren't singing Apple's praises. Bottom line: it all evens out!
post #4 of 30
Quote:
Originally Posted by ncee View Post

And this report is causing apple stock to go down 2.+-%?

Apple WILL post growth in phone sales, iPad sales and other areas, yet folks are freakin out, because the numbers aren't looking good right now.

It's this type of reporting that sometime pisses my off, and I'm sure other stock holders.

Skip

everyone is worried about 2012 numbers by now and it will be hard to keep growing like this
post #5 of 30
That's why Apple didn't make iPad as a stand-alone computing device because average person might just buy an iPad instead of Macbook Air.
Apple had me at scrolling
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Apple had me at scrolling
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post #6 of 30
Quote:
Originally Posted by ncee View Post

And this report is causing apple stock to go down 2.+-%?

Apple WILL post growth in phone sales, iPad sales and other areas, yet folks are freakin out, because the numbers aren't looking good right now.

It's this type of reporting that sometime pisses my off, and I'm sure other stock holders.

Skip

The Wall Street Casino keeps wanting more and more for the house. No company can keep up with the ravenous demand for profits from greedy investors. If Apple can't keep growing at the rate THEY insist on they'll just kill Apple and move on the next cash cow.
post #7 of 30
Every time you need to buy a faster iMac you'll have to buy it with a new monitor.
MacBooks are a little different but are still expensive compared to urrr... ummm... PCs?!
I do not have a Mac at home anymore, I only use an iPad.
bb
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bb
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post #8 of 30
The business community's INSANE focus on always demanding that PROFIT is up year over year over year is like a Ponzi scheme.

Apple is very profitable.

Demand for Apple products is still increasing -it's just increasing at a slower rate than it increased last year.

This is why you should not look at businessmen as anything other than gamblers and scumbags.
post #9 of 30
I think it's ridiculously early to predict any trends for 2011, based on "...just one month of data for the U.S. only." If Wall Street gets panicked because of that, so be it.

Re. today's stock price move, much of tech is down (e.g., MSFT -1.85%, Google –2.1%, Yahoo -4.5%, Adobe -2.65%, etc). So, there's nothing specific to Apple that's going on.
post #10 of 30
Quote:
Originally Posted by tomhayes View Post

This is why you should not look at businessmen as anything other than gamblers and scumbags.

Sheesh. Get a grip, and rinse your mouth off. If it weren't for these 'gamblers and thieves,' you wouldn't have your Mac, the internet connection through which you're sending your reply, and the forum that is able to publish it because it is funded by ads from said 'gamblers and thieves.'

Oh, and you probably wouldn't have any food in your fridge, or for that matter, a fridge, or a restaurant to eat in (since you have no food at home), or a way to get to the restaurant other than by foot... do you want me to go on?
post #11 of 30
and businesses are supposed to grow each year and do what is necessary to grow each year. I agree things can get a little out of hand judging one month does not show a trend and there are many factors that need to be calculated to see what is really going on. I would not call investors "greedy" either. These people give Apple their own money and in return Apple grows those profits along with the company. This is how the world works. Don't take it so personal.
post #12 of 30
Quote:
Originally Posted by iVlad View Post

That's why Apple didn't make iPad as a stand-alone computing device because average person might just buy an iPad instead of Macbook Air.

Its something Id expect to have an effect. For me, the reason I didnt buy a new 13 MBP is that Im waiting for the case change which I hope will remove that useless ODD, give me an SSD card + 2.5 HDD option, an IPS panel and the double-resolution displays noted in Mac OS X Lion. Honestly yhe removable of the ODD is the really my biggest qualm, so Im waiting.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #13 of 30
How about advertising it, and why its worth paying more for than a PC?

I dont undertand how Apple can have such great advertising for the iPhone & iPad but has always seemed uninterested in promoting the Mac
post #14 of 30
Quote:
Originally Posted by bluedalmatian View Post

How about advertising it, and why its worth paying more for than a PC?

Good one!
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #15 of 30
Quote:
Originally Posted by bluedalmatian View Post

How about advertising it, and why its worth paying more for than a PC?

I dont undertand how Apple can have such great advertising for the iPhone & iPad but has always seemed uninterested in promoting the Mac

You miss all of those Mac vs PC ads?
post #16 of 30
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post #17 of 30
Quote:
Originally Posted by MacRulez View Post

LOL - that was true for netbooks last year, and most here used that to declare them dead.

Youre comparing a reduction in growth rate YoY to a reduction in total sales and revenue YoY. IOW, netbook did not increase in unit sales, revenue or profits YoY. Apple did on all counts. Shame on you for fibbing.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Reply
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #18 of 30
Quote:
Originally Posted by ncee View Post

And this report is causing apple stock to go down 2.+-%?

Apple WILL post growth in phone sales, iPad sales and other areas, yet folks are freakin out, because the numbers aren't looking good right now.

It's this type of reporting that sometime pisses my off, and I'm sure other stock holders.

Skip

Wall Street is pushing their luck in stock manipulation. Two articles this week already have pointed to deliberate manipulation of Apple stock they say should actually be well over 400 and it's raising alarms at the SEC and the DOJ.
post #19 of 30
Quote:
Originally Posted by bloggerblog View Post

Every time you need to buy a faster iMac you'll have to buy it with a new monitor.
MacBooks are a little different but are still expensive compared to urrr... ummm... PCs?!
I do not have a Mac at home anymore, I only use an iPad.

We buy Macs using a separate monitor. Currently have two Intel Mini Macs, great compact Macs. Our non Apple monitors serve more than one Mac over their life time.

Now if only we could get an iPad, which seems impossible to buy unless you queue up for hours.
post #20 of 30
Quote:
Originally Posted by mdriftmeyer View Post

Wall Street is pushing their luck in stock manipulation. Two articles this week already have pointed to deliberate manipulation of Apple stock they say should actually be well over 400 and it's raising alarms at the SEC and the DOJ.

Yes there has got to be games going on with Apple's stock, just as there are now with oil futures. My broker even expressed concern for me holding my Apple stock. What BS, Apple's sales are still rising, just a bit below brokerage house forecasts.
It's all about the investment world wanting Apple stock to move; so they can profit. There is no profit in holding a non dividend stock, that doesn't move up or down.
post #21 of 30
Quote:
Originally Posted by mdriftmeyer View Post

Wall Street is pushing their luck in stock manipulation. Two articles this week already have pointed to deliberate manipulation of Apple stock they say should actually be well over 400 and it's raising alarms at the SEC and the DOJ.

What two articles are they?
melior diabolus quem scies
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melior diabolus quem scies
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post #22 of 30
Quote:
Originally Posted by tomhayes View Post

The business community's INSANE focus on always demanding that PROFIT is up year over year over year is like a Ponzi scheme.

Apple is very profitable.

Demand for Apple products is still increasing -it's just increasing at a slower rate than it increased last year.

This is why you should not look at businessmen as anything other than gamblers and scumbags.

Slowing sales growth is not good for stock price.
post #23 of 30
Perhaps this is the post PC iPad era that everyone is talking about. Not only is the iPad killing PC sales (not), but its killing Mac sales too!
post #24 of 30
Monthly data? What a joke. First, apple doesn't report data by month so the numbers are not accurate as they don't include apple stores or apple online sales. Further, mac sales would have been off just on the iMac alone as everyone with any sense at all knew there was a refresh about to happen thus suppressing demand. Macbooks were refreshed in Feb and saw their spike in March, etc. etc. etc. Only a fool follows news of "monthly" figures when it comes to Apple.

The fact of the matter is that Apple still isn't even close to keeping up with demand for key product areas.
post #25 of 30
Besides the points already made, it appears to me that 47% up in March + 9% up in April / 2 months = 22.5% average. Or, a little higher than expectations of 22%, though I'm not sure what the weighted average is. Am I missing something, or are some people concerned that apple's growth is not linear on a monthly YoY basis?

Also, the link for "in March" points to Feb data, which was actually 16%, not 12%. I'm about to fall asleep though, so maybe I am missing something.
post #26 of 30
Most other companies in this economy would KILL for a 9% year over year growth.
post #27 of 30
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post #28 of 30
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post #29 of 30
A great explanation why Apple's stock price really should be at 340.

http://tech.fortune.cnn.com/2011/05/...eks-out-of-10/
melior diabolus quem scies
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melior diabolus quem scies
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post #30 of 30
The risks here are about consumer spending. When (if?) Apple gets to the institutional or business sector that should help. For comparison with consumer spending, this "soft" increase is much better than Dell or HP's announced drop for spending:

PC Makers Are Seeing a Slowdown

<snip>
H.P. said that sales of personal computers in the fiscal quarter ending April 30 fell 5 percent, to $9.4 billion. A 23 percent decline in consumer computer sales far outweighed a 13 percent increase in sales to businesses.

<snip>

For Dell, sales of servers, computers and storage devices to businesses continued to help offset weaknesses that have plagued its consumer business the last few years.
</snip>

http://www.nytimes.com/2011/05/18/te...mpute.html?hpw
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