Apple announced on Tuesday that Mac sales for the quarter hit 3.8 million units, a decline year-over-year, but Oppenheimer was pleased with the results. A standout product was the MacBook Air, which was just refreshed in June.
The executive pointed to reviews touting the thin-and-light's all-day battery life and "super fast" Wi-Fi as reasons why the Air performed so well in a declining PC market.
Overall, Apple's Mac business slid 7 percent year-to-year, with revenue decreasing 1 percent. This was in contrast to the overall PC market, which was hit with major setbacks as more consumers move to tablet devices like the iPad.
Oppenheimer was quick to point out that the disparity between Mac sales and industry performance suggests Apple's share of the market has actually increased over the past three months. For example, market research firm IDC estimated the PC segment saw its steepest decline ever in April.