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Domestic data shows Mac sales down 10% in June quarter

post #1 of 66
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According to the most recent U.S. sales data from NPD, Apple's Mac sales ended the June quarter down 10 percent from the same period one year ago though momentum from WWDC's MacBook lineup refresh could carry growth of 5 percent.

Despite the dip in domestic sales numbers, Piper Jaffray analyst Gene Munster notes that data for the month of June shows a bump of 1 percent and expects Mac growth of 5 percent, which is in line with Street estimates. He goes on to say that Apple's reported Mac growth outpaced NPD's five percent contraction estimates by 12 points in the March quarter to end up seven percent year over year.

Munster believes that sales momentum seen as a result of Apple's Mac lineup refresh at WWDC in early June, which bumped specs of core products like the MacBook Air and MacBook Pro, in June will carry over into the "back to school" season. The refresh, lead by the new MacBook Pro with Retina display, resulted in a per NPD Mac growth of negative 23 percent in May to up one percent in June.

The analyst sees iPhone sales as the real story for the June quarter and expects 28 to 29 million units sold compared to more conservative buy side consensus of 25 to 27 million.

"Regardless of the June number, we believe focus will shift to the iPhone 5, which we expect in October," Munster writes.

Estimated Revenue
Source: Piper Jaffray


Performance of Apple's iPod line was down 21 percent year-to-year according to NPD data and is in line with Munster's model of 6.3 million unit sales, down 16 percent from 2011. Street estimates have iPod growth down 16 percent from the year ago period.

Overall, Apple is estimated to bring in $37.1 billion in revenues for the June quarter, up from 2011's $28.5 billion.

Munster reiterates an overweight stock rating on strong sales of Apple's upcoming next-generation iPhone.
post #2 of 66
Quote:
Originally Posted by AppleInsider View Post

Performance of Apple's iPod line was down 21 percent year-to-year according to NPD data and down 16 percent from 2011.

 

I'm not really surprised, it's cheaper to buy a smartphone than an iPod Touch. I hope they make some radical changes this year to rejuvenate the brand.

post #3 of 66
Quote:
Originally Posted by Shaun, UK View Post

I'm not really surprised, it's cheaper to buy a smartphone than an iPod Touch.

$200 or $2,000.

I think you have that backward.

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post #4 of 66

Good old Munster can paint a great slant to any report no matter how bad it is.

post #5 of 66
Quote:
Originally Posted by TheShepherd View Post

Good old Munster can paint a great slant to any report no matter how bad it is.

hermanmunster.jpg

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post #6 of 66
Quote:
Originally Posted by Tallest Skil View Post


$200 or $2,000.
I think you have that backward.

 

I can buy a cheap smartphone for less than a £100 today. The iPod Touch is targeted at teenagers - you are not going to buy your teenage kid an iPhone with a $80/month contract.

post #7 of 66
Quote:
Originally Posted by Shaun, UK View Post

 

I can buy a cheap smartphone for less than a £100 today. The iPod Touch is targeted at teenagers - you are not going to buy your teenage kid an iPhone with a $80/month contract.


Then what are these non-adult teenage-look-alikes walking around with iPhones?

post #8 of 66

Quite frankly, the whole concept of listening to a third party, that readily admits to not being in full possession of all facts and figures, but makes predictions anyway due to the their requirement to put bread on their table should be offensive to any rational, intelligent person.


Edited by GTR - 7/17/12 at 12:28am
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post #9 of 66

Can someone tell me what RM means?
 

post #10 of 66
Quote:
Originally Posted by Shaun, UK View Post

 

I can buy a cheap smartphone for less than a £100 today. The iPod Touch is targeted at teenagers - you are not going to buy your teenage kid an iPhone with a $80/month contract.

A cheap feature phone maybe. What smartphone can you buy for that amount that doesn't require that you also sign a contract?

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post #11 of 66
Quote:
Originally Posted by Harbinger View Post


Then what are these non-adult teenage-look-alikes walking around with iPhones?

 

How many of them are on $80/month contracts?

post #12 of 66
Quote:
Originally Posted by Realistic View Post

A cheap feature phone maybe. What smartphone can you buy for that amount that doesn't require that you also sign a contract?

 

You can get some very good deals in the UK at the moment. Check it out if you don't believe me http://www.carphonewarehouse.com/

 

iPhone 4S free on £31/mth contract, Galaxy S3 for £50 on £26/mth contract, HTC for free on £10/mth contract.

 

If you prefer PAYG you can get a Samsung Ace for £120, Sony Experia for £150, Blackberry Curve for £120, etc.

 

It's never been a cheaper time to buy a smartphone.

post #13 of 66
Quote:
Originally Posted by Shaun, UK View Post

It's never been a cheaper time to buy a smartphone.

But it's still far cheaper to have an iPod touch.

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post #14 of 66
Quote:
Originally Posted by Tallest Skil View Post


But it's still far cheaper to have an iPod touch.

 

But the kids don't want an iPod Touch anymore. They want a smartphone so they can listen to their music, play a few games and talk/text their friends without having to carry two devices.

 

Look at the numbers - sales down 20%. I think they were down about the same last year as well.

post #15 of 66
Quote:
Originally Posted by Shaun, UK View Post

You can get some very good deals in the UK at the moment. Check it out if you don't believe me http://www.carphonewarehouse.com/

iPhone 4S free on £31/mth contract, Galaxy S3 for £50 on £26/mth contract, HTC for free on £10/mth contract.

If you prefer PAYG you can get a Samsung Ace for £120, Sony Experia for £150, Blackberry Curve for £120, etc.

It's never been a cheaper time to buy a smartphone.

iPods are still considerably cheaper, have no service plans and make for really good PMPs. How is that BB Curve at playing podcasts?

Quote:
Originally Posted by Shaun, UK View Post

But the kids don't want an iPod Touch anymore. They want a smartphone so they can listen to their music, play a few games and talk/text their friends without having to carry two devices.

Look at the numbers - sales down 20%. I think they were down about the same last year as well.
Your rationale is off. iPod sales are down because no one cares about iPods but because people have phones and if they can get a phone that makes for an adequate iPod replacement — like the iPhone which sold more this quarter than I think the iPod has ever sold in a quarter — then they don't need two devices.

You never stated that, you just said that phones, as a standalone device, are cheaper than iPods, and eluded to anything being labeled as a smartphone (though you really mean a feature phone running Android) makes for a great iPod replacement, which is simply not the case.

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post #16 of 66
Quote:
Originally Posted by Shaun, UK View Post

 

But the kids don't want an iPod Touch anymore. They want a smartphone so they can listen to their music, play a few games and talk/text their friends without having to carry two devices.

 

Look at the numbers - sales down 20%. I think they were down about the same last year as well.

iPod sales downward trend started when the iPhone and iPod touch were released in 2007. It is not something new. It is not that people are choosing smartphones over iPod touch. It is people are choosing smartphones AND iPod touches over regular iPods. This is why the iPod touch sales are increasing so far.

post #17 of 66
Quote:
Originally Posted by SolipsismX View Post


iPods are still considerably cheaper, have no service plans and make for really good PMPs. How is that BB Curve at playing podcasts?

 

How many kids do you know who listen to podcasts?

post #18 of 66
Quote:
Originally Posted by NasserAE View Post

iPod sales downward trend started when the iPhone and iPod touch were released in 2007. It is not something new. It is not that people are choosing smartphones over iPod touch. It is people are choosing smartphones AND iPod touches over regular iPods. This is why the iPod touch sales are increasing so far.

 

You are so so wrong on that. The numbers speak for themselves, iPod sales have been declining for a few years now as people switch to iPhones instead. Most people don't want to carry 2 devices.

post #19 of 66
Quote:
Originally Posted by NasserAE View Post

iPod sales downward trend started when the iPhone and iPod touch were released in 2007. It is not something new. It is not that people are choosing smartphones over iPod touch. It is people are choosing smartphones AND iPod touches over regular iPods. This is why the iPod touch sales are increasing so far.

Funny how the iPod grew YoY when smartphones existed long before the iPhone and yet their highest year of sales was in 2008, the year after the iPhone was released. It's almost like the iPhone is the catalyst, not the existence of smartphones and their shitty shitty bang bang music players.

Quote:
Originally Posted by Shaun, UK View Post

You are so so wrong on that. The numbers speak for themselves, iPod sales have been declining for a few years now as people switch to iPhones instead. Most people don't want to carry 2 devices.

Now you're changing your story. Originally you said it's because smartphones are cheaper overall than an iPod (which isn't true) and now you're saying that it's because people don't want to carry two devices (which is what I said in an earlier comment with the additional qualifier that the iPhone had a great music player built-in).

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post #20 of 66

The iPod line is down 20% because Apple hasn't updated it in almost two years.

 

The high of the iPod sales were 50 million a year. Now they sell 40 million a year. That is still a crapload of iPods but Apple seriously should drop their price or update them. This has nothing to do with smartphones and everything to do with the iPod touch competing against dual and quad core Android tablets at the $200 price point.

 

Apple could update the front facing camera to 1.3 MP and have it shoot HD video, drop in the same processor as the iPhone 4s (now almost a year old) double the capacity to 16 gigs and keep them at $200 and they would sell like mad to all the kids. Toss in an iPad 7 inch for $250 and no one else would sell much of anything.

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post #21 of 66
Quote:
Originally Posted by Tallest Skil View Post


But it's still far cheaper to have an iPod touch.

 http://www.argos.co.uk/static/Product/partNumber/5190238/c_1/1%7Ccategory_root%7CHome+entertainment+and+sat+nav%7C14419512/c_2/2%7C14419512%7CiPod%7C14419719/c_3/3%7Ccat_14419719%7CiPod+touch%7C14419726.htm

 

£324.99 for the 63gb ipodtouch

 

Vs

 

£249.95 for a   HTC One V  on pay as you go.

 

 

 

You need to get a new calculator


Edited by hungover - 7/16/12 at 5:13pm
post #22 of 66

A used iPhone 4 costs about the same as an iPod Touch and has much better features even if you don't use the phone. If you do use the phone, you can pop in a pay as you go sim card and skip the data plan and high smart phone rates. I think the 7 inch iPad will be a decent replacement for the old iPod Touch which has not been updated for two years.

 

I think a lot of people like me are waiting for the rest of the Mac line to be refreshed before we put down a lot of money for a new computer. Why pay full price for last year's model when we can just wait a bit longer and get a big upgrade for the same money? This is where Apple's secrecy is actually costing them sales. If people had known that the iMac was not going to be refreshed for 18 months, more people would have bought one instead of waiting.

post #23 of 66
Quote:
Originally Posted by Shaun, UK View Post

 

You are so so wrong on that. The numbers speak for themselves, iPod sales have been declining for a few years now as people switch to iPhones instead. Most people don't want to carry 2 devices.

 

You see the numbers but you didn't do the math. Go back to 2007 earnings and do the math. Declining iPod sales while the iPhone and iPod touch sales are increase. Apple is not breaking up the iPod sales figures but the data is there and you can figure out the number of iPod touch sale easily. If you are lazy and don't want to do the math then do a google search for iPod touch sale figures and you will see that iPod touch sale INCREASING.

post #24 of 66

Why is everyone talking about the iPhone and iPod touch in a thread about Mac sales being down?

post #25 of 66

Well, let's look back last quarter.  Since there was so much press about what Apple might have announced at WWDC, people probably slowed down their procurement of laptops and desktops and wait until the WWDC announcement.  They announced the MBP, MBP Retina, and the MBP Air, but the MBP Retina are still catching up to the demand.  Since the iMac, MacMini and MacPro's weren't announced people/companies are waiting for those to be refreshed.  Now, the iPad 3rd gen is just starting to ship to China.  I think the bulk of any product sales are within the first 3 to 5 months for a product and then they start to dwindle down in preparation for the refreshed model.

 

Since Apple stock kind of went up REALLY fast in the beginning of the year, I think the price went through a little correction.

 

While sales are growing on a year to year rate, this last quarter didn't grow as fast as the previous two quarters, probably because they announced only laptops and couldn't ship the MBP Retina to keep up with demand.  So, I am sure that is a partial reason.

 

I wouldn't worry about it too much.  Apple's still kicking butt in the market, they just to to start releasing the desktop replacements, the new iphone, new OSs, and any other new products when they can.  I think they'll probably have a great end of year.

post #26 of 66

I agree with your sentiment.  Update the iPod, drop the price, or both.  They need a refresh like anything else.  They won't kill the iPod line just yet.

 

And update the iPod touch, for spaghetti's sake!  It should be as powerful as last year's iPhone (or is it?).  

post #27 of 66

I was tempted in buying a iPod mini because of the built in radio.

post #28 of 66
Quote:
Originally Posted by SolipsismX View Post

You never stated that, you just said that phones, as a standalone device, are cheaper than iPods, and eluded to anything being labeled as a smartphone (though you really mean a feature phone running Android) makes for a great iPod replacement, which is simply not the case.

 

I said that I can buy a decent smartphone cheaper than an iPod Touch - and I can prove it.

 

The cheapest iPod Touch is £169.

 

I can buy a Sony Experia U for £149 without any contract on PAYG.

Spec: 5MP camera, 3.5" screen, 3D surround sound, 1GHz dual core processor, upgradeable to Android 4.0 Ice Cream Sandwich.

post #29 of 66
Quote:
Originally Posted by NasserAE View Post

 

You see the numbers but you didn't do the math. Go back to 2007 earnings and do the math. Declining iPod sales while the iPhone and iPod touch sales are increase. Apple is not breaking up the iPod sales figures but the data is there and you can figure out the number of iPod touch sale easily. If you are lazy and don't want to do the math then do a google search for iPod touch sale figures and you will see that iPod touch sale INCREASING.

 

Did you even read the article above?

 

I quote: "Performance of Apple's iPod line was down 21 percent year-to-year according to NPD data and is in line with Munster's model of 6.3 million unit sales, down 16 percent from 2011. Street estimates have iPod growth down 16 percent from the year ago period". Apple do not breakout sales by iPod model so there is no way of knowing if certain models are up or down within that overall number.

 

Do you understand the term DOWN????????? - As in NOT INCREASING.

post #30 of 66
Quote:
Originally Posted by Shaun, UK View Post

I said that I can buy a decent smartphone cheaper than an iPod Touch - and I can prove it.

The cheapest iPod Touch is £169.

I can buy a Sony Experia U for £149 without any contract on PAYG.
Spec: 5MP camera, 3.5" screen, 3D surround sound, 1GHz dual core processor, upgradeable to Android 4.0 Ice Cream Sandwich.

Have you used the PMP app on it? How is it? Does it even play podcasts? At least Windows Phone does that.

And this cost of £149, where are you seeing it? I'm seeing a cost of $299. What store has it at that price with no strings attached? What is the battery life as a PMP? Why do put things like number of Hertz in the processor when talking about PMPs?

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post #31 of 66
Quote:
Originally Posted by Shaun, UK View Post

 

Did you even read the article above?

 

I quote: "Performance of Apple's iPod line was down 21 percent year-to-year according to NPD data and is in line with Munster's model of 6.3 million unit sales, down 16 percent from 2011. Street estimates have iPod growth down 16 percent from the year ago period". Apple do not breakout sales by iPod model so there is no way of knowing if certain models are up or down within that overall number.

 

Do you understand the term DOWN????????? - As in NOT INCREASING.

 

You seriously have issues in comprehension and you didn't even bother looking at previous Apple earnings and analysis. YES TOTAL iPOD SALES ARE DECREASING. WE KNOW THAT.

 

In March 2011 Apple said they have sold 60 million iPod touch since the release (<40% of iPods sold). Few months ago Apple said that iPod touch sold account for more than 50% of iPod sold. Now, if you even bothered to do the math like I said you will see that the iPod touch UNITS old is increasing even though the TOTAL NUMBER OF IPODS is decreasing. But I think this is too complicated for you to comprehend.. numbers and such.

post #32 of 66
Quote:
Originally Posted by Shaun, UK View Post

 

I said that I can buy a decent smartphone cheaper than an iPod Touch - and I can prove it.

 

The cheapest iPod Touch is £169.

 

I can buy a Sony Experia U for £149 without any contract on PAYG.

Spec: 5MP camera, 3.5" screen, 3D surround sound, 1GHz dual core processor, upgradeable to Android 4.0 Ice Cream Sandwich.

If you are happy to live with wifi only, you can buy an iphone 3gs (with no further costs)  for $75 less than a top end ipod...Granted the capacity will be much lower

 

mind you Apple charge a whopping £105 for jumping from 32gb to 64gb, when you consider that you can get a 64gd SD card for about a quarter of that price I can see why someone would be interested in a droid with removable sd.

post #33 of 66
Quote:
Originally Posted by NasserAE View Post

  iPod touch UNITS old is increasing even though the TOTAL NUMBER OF IPODS is decreasing. .

 

 What about the shuffle?

 

Perhaps that should be

 

ipod shuffle- why?

 

;)

post #34 of 66
Quote:
Originally Posted by SolipsismX View Post


Have you used the PMP app on it? How is it? Does it even play podcasts? At least Windows Phone does that.
And this cost of £149, where are you seeing it? I'm seeing a cost of $299. What store has it at that price with no strings attached? What is the battery life as a PMP? Why do put things like number of Hertz in the processor when talking about PMPs?

 

See for yourself....  http://www.carphonewarehouse.com/mobiles/mobile-phones/SONY-XPERIA-U/PPAY

 

Honestly you try and make a simple point and it turns into an episode of the Muppet Show lol.

 

Would you like me to repeat what I said? I said that sales of the iPod Touch are falling because you can buy a perfectly good smartphone for less money than an iPod Touch. If you look at Apples' advertising for the iPod Touch the product is primarily aimed at teenagers. But most kids I know would prefer to have a smartphone than an iPod Touch. Who cares what the battery life is or if it does podcasts - I'm not comparing it to the iPhone.

 

If I was Apple I would look to change strategy. I would lower the price of the iPhone 3GS to offer a solution to these kids. I would then re-position the iPod Touch as more of a portable gaming device with a bigger screen to take on the PS Vita or as a device for music lovers with a large record collection who are looking to replace their iPod Classic.


Edited by Shaun, UK - 7/16/12 at 6:00pm
post #35 of 66
Quote:
Originally Posted by NasserAE View Post

 

You seriously have issues in comprehension and you didn't even bother looking at previous Apple earnings and analysis. YES TOTAL iPOD SALES ARE DECREASING. WE KNOW THAT.

 

In March 2011 Apple said they have sold 60 million iPod touch since the release (<40% of iPods sold). Few months ago Apple said that iPod touch sold account for more than 50% of iPod sold. Now, if you even bothered to do the math like I said you will see that the iPod touch UNITS old is increasing even though the TOTAL NUMBER OF IPODS is decreasing. But I think this is too complicated for you to comprehend.. numbers and such.

 

PROVE IT - Show me a published Apple number for actual sales of the iPod Touch. ACTUAL SALES NUMBERS NOT YOUR ESTIMATES.

post #36 of 66
Quote:
Originally Posted by NasserAE View Post

 

In March 2011 Apple said they have sold 60 million iPod touch since the release (<40% of iPods sold). Few months ago Apple said that iPod touch sold account for more than 50% of iPod sold. Now, if you even bothered to do the math like I said you will see that the iPod touch UNITS old is increasing even though the TOTAL NUMBER OF IPODS is decreasing. But I think this is too complicated for you to comprehend.. numbers and such.

 I admit that I have not looked at previous reports but based on what you have posted, one could interpret that to mean that the sales of the ipod touch have increased relative to other ipods BUT it is still possible that both have fallen in real terms

post #37 of 66
Quote:
Originally Posted by hungover View Post
£324.99 for the 63gb ipodtouch

Vs

£249.95 for a   HTC One V  on pay as you go.

 

 

You need to get a new calculator

 

You can give Tallest Skil a calculator after you've used it to work out that 4GB of storage in the HTC One V is smaller than 64GB in the iPod Touch.

Add £20 to 25 for the cheapest price of a 32GB microSD card.

 

A 32GB iPod Touch cost £249 (see Apple UK Online Store) is almost a pound cheaper than the HTC One V but with four times the capacity.

 

I anticipate you'll argue that the HTC has unlimited storage as you can swap unlimited number of cards but then each card needs to be paid for, driving the price of your solution up.

Furthermore your HTC One V can only access content on one card at a time.

post #38 of 66
Quote:
Originally Posted by Shaun, UK View Post

 

PROVE IT - Show me a published Apple number for actual sales of the iPod Touch. ACTUAL SALES NUMBERS NOT YOUR ESTIMATES.

 

The 60 million numbers here. If you want the total number of Apple iPods sales from 2007 to March 2011 (when this number was reported) then I suggest you go Apple PR, dig through the press releases, and add the numbers.

 

Here is when Apple said more than 50% of the iPod sales are iPod touches.

 

My guess is you will not even bother going through any of the links I have provided.

post #39 of 66
Quote:
Originally Posted by hungover View Post

£324.99 for the 63gb ipodtouch

Vs

£249.95 for a   HTC One V  on pay as you go.

You need to get a new calculator

So it's £324.99 vs £∞. Because you have to actually pay that PAYG if you want the phone that cheap, you see. And it doesn't say how long you have to keep paying that, so you have to extrapolate (or you could tell me; I'm not familiar with UK stuff).

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
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Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
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post #40 of 66
Quote:
Originally Posted by NasserAE View Post

 

The 60 million numbers here. If you want the total number of Apple iPods sales from 2007 to March 2011 (when this number was reported) then I suggest you go Apple PR, dig through the press releases, and add the numbers.

 

Here is when Apple said more than 50% of the iPod sales are iPod touches.

 

My guess is you will not even bother going through any of the links I have provided.

It builds a nice story, but not exactly what he asked.

Household: MacBook, iPad 16gb wifi, iPad 64gb wifi, iPad Mini 32gb, coming iPhone 5S, iPhone 4S 32gb, iPhone 32gb, iPod Touch 4th gen x1, iPod nano 16gb gen 5 x2, iPod nano gen 3 8gb, iPod classic...
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