The slight cannibalization of iPods seen in NPD's data could actually be good for Apple
Piper Jaffray's (PJC) Gene Munster was the first Apple (AAPL) analyst to dissect the domestic retail sales data released Tuesday by the NPD Group. In a note to clients issued shortly after noon, Munster points to several results he sees as positive signs for the company:
Mac sales up 37% year over year for the first two months MOREPhilip Elmer-DeWitt - Jul 6, 2010 1:33 PM ET
In advance of Apple's developer's conference next week, a goody bag of charts and graphs
The Nielsen Company gave journalists covering Apple (AAPL) and Google (GOOG) a gift Friday -- a PowerPoint presentation packed with interesting data.
Leading off is the pie chart at right, showing where the U.S. smartphone market stood at the end of the first quarter of 2010. The key finding: Apple's and Google's shares have each grown 2% MOREPhilip Elmer-DeWitt - Jun 4, 2010 7:07 PM ET
iTunes is still king with over two-thirds of the online music market according to NPD, but Amazon is solidifying its #2 status with prominent position on Android devices.
The latest NPD data has iTunes at 69.9%, Amazon at 11.6% and Zune, Walmart, Napster and Rhapsody all coming in at 1-2% for the Jan-March calendar year.
While Rhapsody took the biggest yearly fall to 1.3% down from 4% in the Jan-Mar 2009 time period, Amazon MORESeth Weintraub - May 26, 2010 11:21 AM ET
Based on NPD data, iPods, not Macs, are being cannibalized by the iPad, says an analyst
Piper Jaffray's Gene Munster has looked at the NPD Group's data for the month of April and concluded that it's good news for Apple (AAPL). How so?
The data show domestic Mac sales up 39% year over year, on track to beat the roughly 19% the Street is expecting for the June quarter. By Munster's reckoning, MOREPhilip Elmer-DeWitt - May 17, 2010 1:35 PM ET
NPD says that in the first three months of 2010, Android captured 28% of the smartphone market, while Apple's iPhone grabbed only 21%.
Google's army of Android phones managed to pass the iPhone in market share in the U.S. for the first time last quarter. NPD analyst Ross Rubin attributed the strong sales to Verizon's buy-one-get-one deals. Android phones have been discounted heavily as well.
NPD's numbers come from self-reported online consumer MORESeth Weintraub - May 10, 2010 11:00 AM ET
iPod sales are also up -- 3% -- according to NPD's latest survey of domestic retailers
In a report to clients issued Monday afternoon, Piper Jaffray's Gene Munster offered some quick analysis of the latest U.S. retail data from the NPD Group.
Based on data that show domestic Mac sales up 25% year over year for the past three months, Munster estimates that Apple (AAPL) sold between 2.8 and 2.9 million MOREPhilip Elmer-DeWitt - Apr 19, 2010 2:14 PM ET
Just three days were enough to push computer sales for the week up 40%
The sharp spike in the chart at right is the Windows 7 effect PC makers have been waiting for.
In a note to clients issued Monday afternoon, Morgan Stanley's Kathryn Huberty reports that NPD data for the week ending Oct. 24 -- which included three days of Windows 7 sales -- show PC sales jumping 40% year over MOREPhilip Elmer-DeWitt - Nov 3, 2009 7:03 AM ET
Approximately 12% of U.S. computer households own an Apple (AAPL) computer, up from 9% in 2008, according to the results of a survey released Monday morning by the NPD group.
But here's the kicker: the vast majority -- 85% -- also own at least one PC running Microsoft (MSFT) Windows.
There's a simple explanation for this. Mac users tend to own a lot more computers. In fact, 66% of Mac households own MOREPhilip Elmer-DeWitt - Oct 5, 2009 9:39 AM ET
Based on U.S. retail sales data released Monday afternoon by the NPD Group, Apple (AAPL) is on track to sell 2.7 to 2.8 million Macs and 9.5 to 10.5 million iPods in its fourth fiscal quarter, according to Piper Jaffray analyst Gene Munster.
Mac unit sales came in up 2% year over year in July, which according to Munster implies 3% to 7% growth for the quarter that ends in September MOREPhilip Elmer-DeWitt - Aug 17, 2009 2:58 PM ET
Piper Jaffray's Gene Munster issued a note early Monday morning warning clients that for Apple (AAPL) to sell the 2.45 million Macs the Street was expecting this quarter, there would have to be good news in the data due out from the NPD Group Monday afternoon.
"Mac NPD for the month of June needs to be flat in order for the entire quarter to be tracking in line with Street Mac MOREPhilip Elmer-DeWitt - Jul 20, 2009 3:13 PM ET
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