journal: mac

Apple Q2 Financial Results

Apple has released it’s financial results for the second financial quater of 2006 (Jan-Mar). It is reporting revenue of $4.36 billion with a net quarterly profit of $410 million. It shipped 1,112,000 Macs (up 4% from 1 year ago) which breaks down to 614,000 desktops and 498,000 laptops. It also sold 8,526,000 iPods showing a 61% growth over last year. This was Apple’s 2nd highest quarterly sales figure in it’s history.

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Apple Finanical Results Press Release



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thinkback

1.

So on the marketshare front that would put Macs at 1.93% for the last quarter.  57 million PC’s were sold.  That’s a 7.4% increase over last year.

1.93% represents a lower market-share than Apple held all of last year.

Dell experienced 0.4% growth in the last quarter. Del lost considerable marketshare to other PC makers.  That was their slowest growth since the 9/11 quarter where the entire US enconomy went into recession.

Acer, HP, and Lenovo all had significant growth and increased marketshare by beating the market growth rate.  Acer was the fastest growing computer maker once again.
No word on Toshiba, Sony, or Gateway-Emachines yet.

2.

I read somewhere that Apple’s US share slipped .1% year-over-year (now at 3.5%). Considering Apple’s computer line is in the midst of a major transition, I think this was to be expected.

Nice to see Lenovo doing well.

3.

I read somewhere that Apple’s US share slipped .1% year-over-year (now at 3.5%). Considering Apple’s computer line is in the midst of a major transition, I think this was to be expected.

Quite a few people said the Mactel transition would increase sales a lot.

4.

Well, when you consider that you had only 1 Intel mac on sale for the full quarter and 1 other for half of the quarter I would say it is pretty good going. Quite a few people said the Mactel transition would cause a lot of lost sales and marketshare, but that hasn’t happened.

I think if Apple gets an Intel iBook out early this quarter then it could be very interesting going into the school buying season, with 4/5 of the main product lines being intel based.

5.

Quite a few people said the Mactel transition would increase sales a lot.

Not right away. Applications need to go Universal and PowerPC Mac sales have been off some due to people waiting for more Intel-based machines (this probably explains why laptop sales were off).

This article explains it well: http://www.macobserver.com/stockwatch/2006/ 04/19.4.shtml

An analyst from financial firm UBS was “pleasantly surprised” by Mac sales:
http://www.macobserver.com/stockwatch/2006/ 04/20.4.shtml
While analysts should be taken with a grain of salt, I think this echoes the sentiment of many that this was probably going to be a weaker quarter.

6.

[B]Quite a few people said the Mactel transition would increase sales a lot.[/B]

LOL!

Are you being serious?

7.

Let’s not start the flames, Mac Fan.

8.

Quite a few people said the Mactel transition would cause a lot of lost sales and marketshare, but that hasn’t happened.

I’m not sure how you can say that with a straight face when Apple’s marketshare in this last quarter was the lowest it’s been in about two years.

Well, when you consider that you had only 1 Intel mac on sale for the full quarter and 1 other for half of the quarter I would say it is pretty good going.

That’s painting an optimistic picture.  Remember that Apple wasn’t forced to release their Mactel models on that timeline.  There were no supply restraints or technical hurdles (like there were with the G5) that kept them from releasing the Mini at the same time as the iMac or the Core Solo/Duo iBook at the same time as the MBP.  They choose to do it that way.

Ny guess is that they choose to do it that way to prevent their entire line from tanking.  If they thought Mactel was going to increase sales then they would have just made every model a Mactel.

Not right away. Applications need to go Universal and PowerPC Mac sales have been off some due to people waiting for more Intel-based machines (this probably explains why laptop sales were off).

I think they were off because the machines aren’t very impressive.  People were expecting price drops, Mac Mini DVR with ViiV, hardware based DRM for iTunes Movies, dual core Mac Mini’s at $499 or $599, radical new designs, better battery life (remember those supposed .5w processors) and other such non-sense.

Exactly the opposite happened.  Prices rose and features were cut (DL DVD burning, Firewire 800), ViiV stayed MCE-only, the dual core Mac Mini goes for 800 bucks, the designs barely changed, and the battery life stayed mediocare.

Sure, the fact that the transition is far more difficult than Jobs made it appear on stage was part of it too.

I think if Apple gets an Intel iBook out early this quarter then it could be very interesting going into the school buying season, with 4/5 of the main product lines being intel based.

I don’t think think they’ll improve market share at all this year unless they do something huge (like shipping Windows w/Macs).  Gateway, Lenovo, and Acer are making huge moves and are likely to take everyone’s marketshare (you can buy Thinkpads at Best Buy now!!!) and the price differences between Macs and PC’s has gotten wider since Apple went to higher priced Intel chips.  When Turion’s X2’s step out the gate in a few weeks and the new Intel price cut ripples though OEM’s (Dell already massively slashed prices on Core Duo’s… you can get a nicely loaded one for under $1000 now) you’ll see that price gap get even bigger.

Barring a massive move on Apple’s part (Windows) then I forcast that the next year and a half to two years will not be great years for the Mac.  Unlike other manufacturers they don’t have the luxury of jumping to AMD and Vista is probably going to hurt them a lot next year.

9.

Unlike other manufacturers they don’t have the luxury of jumping to AMD and Vista is probably going to hurt them a lot next year.

You brought up Vista again! LOL!!!!!!!! You can’t not bring up Vista in a thread.

LOL!!!!!!!!!!!!! Ha ha ha ha ha ha ha ha ha ha ha!

Paul Thurrott thinks Vista is crap, along with Vista’s Media Center:
http://www.winsupersite.com/reviews/winvist a_5308_05.asp

Why do you continue to just throw shit around like this without any information at all? Every analyst I’ve read so far said that they expected a drop year-over-year (people who know what they are talking about care about year-over-year) in Mac sales, not an increase. We have the PowerMacs and the PowerBooks to go to Intel yet. People are holding off on their purchases because of that. We don’t have Universial applications from Adobe or Microsoft and others.

If you think a MacBook Pro with a Merom processor isn’t going to sell more than current PowerBooks, you are seriously wrong.

If you think a Mac Pro (PowerMac) with dual Conroe processors isn’t going to sell more than the current G5s, you are seriously wrong.

Your whole comment about how people thought Intel would increase Mac sales is a total farce. I know you aren’t that stupid. The transition isn’t over.

You continue to just throw shit out there and hope it sticks, based on no facts at all. That’s why you are proven wrong so often. It’s hard to take you seriously anymore.

I think they were off because the machines aren’t very impressive.

Ah, last time you said they had such a huge increase in sales because of the Mac mini and the iMac. Now the same computers sucks ass and nobody wants them. Got it.

Apple’s marketshare in this last quarter was the lowest it’s been in about two years.

Says who? You? That’s not good enough.

10.

(remember those supposed .5w processors)

The ones that were destined for handheld devices there were going to be coming out along with merom, conroe and woodcrest?

11.

So much for reason… :|

12.

Paul Thurrott thinks Vista is crap, along with Vista’s Media Center:
http://www.winsupersite.com/reviews/winvist a_5308_05.asp

Yes, he thinks it’s such crap that he only gave it a 5… out of 5. LOL!.

If you think a Mac Pro (PowerMac) with dual Conroe processors isn’t going to sell more than the current G5s, you are seriously wrong.

Didn’t your so-called-analysts-that-know-what-they’re- talking-about-so-they-use-year-over-year say that the G5 was going to do the same thing compared to the G4?  Didn’t happen.

You continue to just throw shit out there and hope it sticks, based on no facts at all.

And what reasons did you give for why the MBP with a Merom and the Mactel PowerMac were going to sell better than current models?  None.

Says who? You? That’s not good enough.

Click the links and do the math (which Rick actually did wrong).

http://pcversusmac.com/pcandmac_marketshare.htm

Marketshare for this quarter was 1.942% and the fourth quarter of last year was 1.947%

Your precious year-over-year stats are even worse because Mac marketshare was over 2% back then.

Ah, last time you said they had such a huge increase in sales because of the Mac mini and the iMac. Now the same computers sucks ass and nobody wants them. Got it.

Okay, I write “not very impressive” and Mac Fan reads “suck ass”.  Got it.

13.

Let’s not start the flames, Mac Fan.

Too late. (which smiley is equivalent to Invision Power Board’s ph34r smiley?)

14.

Yes, he thinks it’s such crap that he only gave it a 5… out of 5. LOL!.

Since the euphoria of PDC 2003, Microsoft’s handling of Windows Vista has been abysmal. Promises have been made and dismissed, again and again. Features have come and gone. Heck, the entire project was literally restarted from scratch after it became obvious that the initial code base was a teetering, technological house of cards. Windows Vista, in other words, has been an utter disaster. And it’s not even out yet. What the heck went wrong?

Promises were made. Excitement was generated. None of it, as it turns out, was worth a damn. From a technical standpoint, the version of Windows Vista we will receive is a sad shell of its former self, a shadow.

The graphics subsystem is substantially improved, if a little obviously modeled after that in Mac OS X. Heck, half of the features of Windows Vista seem to have been lifted from Apple’s marketing materials.

But we do not and should not expect to be promised the world, only to be given a warmed over copy of Mac OS X Tiger in return. Windows Vista is a disappointment. There is no way to sugarcoat that very real truth.

Losing WinFS wasn’t a big deal, I was told, because Windows Vista will still include pervasive index-based searching features modeled, apparently, after the Spotlight feature in Mac OS X.

At first, virtual folders replaced the special shell folders like My Documents and My Pictures. Then, they simply augmented special shell folders but were still prominently available in the shell. Then, virtual folders were renamed to Stored Searches, the built-in virtual folders were completely scrapped, and a new set appeared. Then, Stored Searches were completely downplayed in the shell. And then, finally, Stored Searches were renamed, simply, to Searches. Good luck finding them in the current builds. They’re in there, but like the Task Panes in XP, no normal user will ever discover them, let alone use them. If a feature is in Windows and no one uses it, is it still a feature? I’ll leave that one to the philosophers out there.

The bad news, then, is that UAP is a sad, sad joke. It’s the most annoying feature that Microsoft has ever added to any software product, and yes, that includes that ridiculous Clippy character from older Office versions.

Anyway, the reality of glass windows is that they stink.

In Windows Vista, Microsoft has broken Media Center. It’s a horrid update to a wonderful bit of software, an ugly stepchild of beautiful parents. It’s so bad, I don’t even know where to start.

. In other words, there’s precious little reason to keep using it when superior alternatives--like a TiVo or SnapStream Beyond TV--are out there.

Because it failed so obviously with Vista, my guess is that Microsoft is a bit gun shy about major OS releases and will be for some time. And that’s too bad.

Yeah, he loves Vista, doesn’t he?

Didn’t your so-called-analysts-that-know-what-they’re-talk ing-about-so-they-use-year-over-year say that the G5 was going to do the same thing compared to the G4? Didn’t happen.

There you go again, throwing crap against the wall and hoping it sticks.

The G5 was announced at WWDC in June 2003. They shipped them in Q4 2003. Looking at Apple’s Q4 2003 PDF I see that their PowerMac sales were up 66% over Q3 2003 (people were holding off for the G5 just like they are holding off for Intel Macs) and a 26% increase over 2002’s G4 PowerMac sales.

So, once again, you are wrong. You are full of it. Who can take you seriously anymore?

And what reasons did you give for why the MBP with a Merom and the Mactel PowerMac were going to sell better than current models?  None.

I didn’t think I had to because I know you aren’t an idiot.

The MacBook Pro is going to be many times faster than the current PowerBook at the same price. It’s going to be a dream for all of those video editors who use PowerBooks in the field (the people you claimed don’t exist) using Final Cut Pro. Heck, the benchmarks on the MacBook with the Core Duo in FCP and Motion are amazing.

The Conroe Mac Pro (assuming that’s it’s name) will be faster, but I don’t have any information yet on how much faster it will be.

Many people are holding off purchasing any new Macs at all because they are waiting for their applications to become Universal. We saw the same thing with the OS X and PPC transitions. They aren’t going to buy a PPC Mac because they want a faster Intel Mac. They aren’t going to buy the Intel Mac until their software is Universal.

Click the links and do the math (which Rick actually did wrong).

Gzzy, I mean Rick Tempest is your source? LOL!!!!!!

You are going to have to provide a credible source.

Okay, I write “not very impressiveâ€? and Mac Fan reads “suck assâ€?.  Got it.

The point is you are never consistent. On one hand you are arguing that the iPod has nothing to do with Mac sales increases and that the reason they had big increases was because they introduced good products that people wanted (iMac and Mac mini). That’s what you said several times when arguing against an iPod halo effect. Now you say that the very same computers that are many times faster because of Intel aren’t impressive. Ha! You are too much.

Like I said, I take everything you say now with a grain of salt.

15.

The G5 was announced at WWDC in June 2003. They shipped them in Q4 2003. Looking at Apple’s Q4 2003 PDF I see that their PowerMac sales were up 66% over Q3 2003 (people were holding off for the G5 just like they are holding off for Intel Macs) and a 26% increase over 2002’s G4 PowerMac sales.

Throwing stuff at the wall, huh?

Sales in it’s first quarter:
PMG5 221,000 vs PMG4 355,000

Sales in the first year
PMG5 774,000 (193,000 ave per qt)PMG4 1.436 million (359.000 average per quarter)

Looks to me like the G4 almost doubled the G5’s sales in it’s first year.  And the G5 numbers include servers too.

PMG4 sales in it’s second year:
872,000 (average 218,000 per qt)

The PMG5 peaked at 221,000 in it’s first quarter and the PMG4 sold more than that in 7 of it’s first 8 quarters.
Assuming the G5 stays around until the Merom hits then the PM G4 will outsell it easily.

The G5 PowerMac has been a failure compared to it’s predecessor.  So you are wrong.

The MacBook Pro is going to be many times faster than the current PowerBook at the same price. It’s going to be a dream for all of those video editors who use PowerBooks in the field (the people you claimed don’t exist)


That’s the first thing you’ve brought up from a previous discussion.  You also took it out of context because it was about Powerbook/FCP editors who edit in the field without using external hard drives only the internal drive.

You always seem to forget those crucial pieces of context when they don’t support your point, huh?

Gzzy, I mean Rick Tempest is your source? LOL!!!!!!

Click the link.  The source is linked to on his page, it isn’t his page (I told you his math was wrong). :rolleyes

The point is you are never consistent. On one hand you are arguing that the iPod has nothing to do with Mac sales increases and that the reason they had big increases was because they introduced good products that people wanted (iMac and Mac mini). That’s what you said several times when arguing against an iPod halo effect. Now you say that the very same computers that are many times faster because of Intel aren’t impressive. Ha! You are too much.

The Halo effect is the second thing you have brought up from the past.

Apparently I’m not the only one who wasn’t impressed by the new models:

Pilky:
I would’ve be complaining as much about the integrated graphics if it wasn’t for the price rise as well. I don’t expect to pay that much for a Mac and not get a graphics card. I’ve long disliked integrated graphics and seeing it in a Mac just isn’t at all good

DTs Take: Well the Mac Mini is quite expensive now and unfortunately has Intel Integrated Graphics… BAD APPLE!!! *slap*. Other than that it looks OK.

Oh yeah, speaking of Halo effect:
Q3 7 million iPods, 1.23 million Macs
Q4 14 million iPods, 1.25 million Macs
Q1 8 Million iPods, 1.1 million Macs

Hmmm… What happened to it?  Are you ready to admit that there’s no Halo effect?  You would think that the fact that iPods and Macs have only had explosive growth at the same time in 2 quarters out of the last 11 would do it but we all know you.

Yeah, he loves Vista, doesn’t he?

Obviously because the 5 stars he’s given to the last few Vista releases are more than he’s given to Tiger, Panther, Jaguar, iLife ‘04 or FrontRow.

16.

Sales in it’s first quarter: PMG5 221,000 vs PMG4 355,000

You weren’t comparing Intel Mac sales to the first quarter of PowerPC sales back in the 90’s, were you?

Nobody was claiming that the Intel Mac numbers would be greater than the G4’s numbers when it was first released back in 1999. The analysts you were referring to are talking about current Mac sales numbers and they see an increase in sales when the Intel Mac transition is complete.

So now you are changing your argument, as usual, when I prove your first argument wrong.

Looks to me like the G4 almost doubled the G5’s sales in it’s first year. 

Which is completely irrelevant since the Intel transition hasn’t even been completed, let alone been completed a year.

Come back after all of the Macs have been running Intel for a year and then make your point—a point that isn’t relevant to your first claim.

The G5 PowerMac has been a failure compared to it’s predecessor.  So you are wrong.

I wasn’t claiming that G5 sales were greater than initial G4 sales. I claimed that PowerMac sales increased after the G5 shipped, which it did. It went up 66% over the previous quarter and 26% over the same quarter the year before.

You also took it out of context

No I didn’t. Your point was nobody uses laptops in the field.

The source is linked to on his page

So why not link directly to it? I didn’t see it. Again, source?

You fixate on market share when we talk about sales increases. You’ll talk about sales of just desktops when we talk about Apple’s increase in market share.

That’s what you do—piss on whatever the topic is if it’s good news for Apple.

This thread is a perfect example.

he Halo effect is the second thing you have brought up from the past.

And you are changing your argument, again. Your claim was I bring up stuff from the past that is completely out-of-the-blue. Bringing up something you have said in the past to support my current claim is perfectly normal. If I didn’t, you’d ask me to cite an example for you.

You bring up the same thing all the time, Vista, in threads that have nothing to do with Windows.

Apparently I’m not the only one who wasn’t impressed by the new models

Notice how you put an “s” on the end of “model” and how you only talk about one model, the Mac mini?

Again, you are grasping.

Oh yeah, speaking of Halo effect: 
Q3 7 million iPods, 1.23 million Macs 
Q4 14 million iPods, 1.25 million Macs 
Q1 8 Million iPods, 1.1 million Macs
Hmmm… What happened to it?

You aren’t listening. Intel transition is what happened.
And the halo effect isn’t about direct ties in sales. Nobody has claimed the same increases/descreases in sales would occur. People buy a lot of computers before school and a lot of iPods for Christmas, two different quarters.

Halo effect is about brand awareness among other things. You just don’t get it and I’ve explained it to you a million times.
When somebody shops for a gaming console or portable media device and sees “Sony”, they know that name because their TV is a Sony.
This is marketing and PR 101.

because the 5 stars he’s given to the last few Vista releases are more than he’s given to Tiger, Panther, Jaguar, iLife ‘04 or FrontRow.

That only means that he thinks Vista sucks less than OS X. The issue here is he thinks Vista is an utter disaster and a disappointment. Those are his words. I don’t know how you can read that and think that he likes it. It only proves my point that you are completely full of it.

17.

Sorry to Rick Tempest for suggesting he’s Gzzy on xvsxp.

Acer, HP, and Lenovo all had significant growth and increased marketshare by beating the market growth rate. 

You tout the links on Rick’s page and then make a comment that is contradicted by Rick’s link.

http://home.businesswire.com/portal/site/go ogle/index.jsp?ndmViewId=news_view&newsId=20 060419006057&newsLang=en

Year-over-year growth for entire industry worldwide was 13.1%.
Lenovo’s year-over-year growth was 10.5%.

Dell, Lenovo, Fujitsu lost market share. HP and Acer gained market share.

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