Lack of Hardware Updates Leading to Lighter-Than-Expected Quarterly Mac Sales

previously-released data npd on u.s. mac sales january , february have demonstrated relatively anemic year-over-year growth, january sales tracking 1% above previous january's performance , february sales coming in 4% higher. still, analysts have suggested ongoing growth in international markets compensate stagnation in u.s. market consumers continue wait product updates. consequently, analysts have been holding firm on predictions of 15-20% mac unit growth on worldwide year-over-year basis full quarter.

analysts had held out hope apple sneak in @ least 1 update mac lineup before end of quarter provide spark mac sales, first group of intel's ivy bridge processors not launching until end of month, apple unable update main mac models within first 3 months of year.




morgan stanley analyst katy huberty out new research note today incorporating npd's data on u.s. mac sales march, , might expected given lack of hardware updates, apple continues fall short of analyst expectations, mac shipments down 4% year-over-year first calendar quarter.

huberty continues believe international growth offset @ least of flat performance in u.s. sales quarter, although appears pessimistic able reach 15% growth target on global basis. nevertheless, huberty seems optimistic booming iphone , ipad sales make shortfall on mac side due balance of profits among segments.

quote

although retail market improved in march, apple shipment growth decelerated company faced tougher y/y comparisons due notebook refresh time last year. retail data suggest apple shipments fell 4% y/y in c1q12 compared our estimate of 15% global mac unit growth. expect faster international growth offset of deceleration in us. in fact, divergence between international , growth has accelerated 4 points in prior quarters 15 points in c4q11. more importantly, expect demand upside iphone , ipad (83% of gross profit) more offset mac downside (9% of gross profit).

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on broader basis, pc market seeing more substantial declines in sales, u.s. pc sales tracking declines of 10-15% year-over-year quarter. performance is, however, better huberty had been modeling for, , major pc manufacturers such hp , dell see upside if final results fall in line data released far.

article link: lack of hardware updates leading lighter-than-expected quarterly mac sales

 

well update sheez!!!!!!!!!!!!

 

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