Apple’s Mac sales are down seven percent year over year for the full September
quarter, according to a new report from Piper Jaffray analyst Gene Munster who
looked at September data from market research firm NPD.
Based on the data, Munster suggests that U.S. Mac sales in the month of
September were down 14 percent year over year, as during the July to August
period, sales were down just three percent but dropped to seven percent down
for the overall quarter.
> We have analyzed domestic NPD retail data for the full September quarter
which suggests Mac sales are tracking down 7% y/y. We note that the September
data suggested the last month of the quarter was down 14%, which brought the
average down from down 3% through the first to months to down 7% for the full
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
September quarter data point as "likely a neutral" due to the introduction of
new MacBook Airs in June.
> Overall, we believe the September quarter data point is likely a neutral
given that Macs ...