In a sign that should bode well for Apple's (AAPL) earnings in its third fiscal quarter -- which ended Saturday -- the MacBook has clawed its way back to the top of Amazon's (AMZN) bestseller lists.
The Mac, which once led the pack in the online retailer's Computers & PC Hardware Bestsellers category despite its $1,000 to $2,000 sticker prices, had fallen behind the blistering sales pace set by netbooks like MOREPhilip Elmer-DeWitt - Jun 29, 2009 10:05 AM ET
Piper Jaffray's Gene Munster puts a positive spin on it, but his analysis of retail data issued Monday afternoon by the NPD Group suggests that the Mac, whose sales declined year-over-year last fiscal quarter for the first time in nearly six years, will be joined next quarter by the iPod.
In a note to clients, Munster reports that NPD shows Mac unit sales down 1.8% between March and April and iPod MOREPhilip Elmer-DeWitt - May 18, 2009 2:27 PM ET
The Apple (AAPL) numbers released by the NPD Group Monday were even worse than those predicted by Piper Jaffray's Gene Munster last week, yet he sees them as "a neutral or a slight positive" for the stock, given the uncertainties surrounding the entire computer industry this quarter.
NPD reported Mac and iPods sales both down 16% year to year in February, according to a report issued Monday to Piper Jaffray clients.
Analysts MOREPhilip Elmer-DeWitt - Mar 16, 2009 2:58 PM ET
February is going to turn out to have been a dismal month for Mac sales -- especially compared with last year -- says Piper Jaffray analyst Gene Munster. But they should bounce back a bit in March, he adds.
The data on which Munster bases his predictions -- domestic sales estimates made by the NPD Group -- won't be released until next Monday, March 16. But that didn't stop Munster from MOREPhilip Elmer-DeWitt - Mar 10, 2009 1:44 PM ET
It continues to amaze me that analysts who specialize in Apple (AAPL) can look at the same data and come to such different conclusions.
Case in point: Reports issued Tuesday morning by Bernstein Research's Toni Sacconaghi and Piper Jaffray's Gene Munster. Both analysts examined the latest NPD data -- released a day before Apple's fiscal Q1 earnings call -- but they didn't see the same thing.
"Sales Weak," begins the headline in MOREPhilip Elmer-DeWitt - Jan 20, 2009 11:35 AM ET
The latest retail numbers from the NPD Group have thrown Apple investors for a loop -- and sent share prices down sharply.
To put the worst possible spin on the news, as the Wall Street Journal did in Tuesday's edition, domestic Mac shipments were down 1% year-over-year in November even as industry-wide PC sales rose 2%.
That was the data point that inspired Goldman Sachs' David Bailey to cut his 2009 estimate MOREPhilip Elmer-DeWitt - Dec 16, 2008 9:56 AM ET
Here's a new way to slice Apple's growing share of the computer market.
Last March, the NPD Group reported that Apple's retail market share -- its cut of the computers sold in brick-and-mortar stores -- had climbed to 14%, a figure that's roughly double its overall share of the U.S. market and reflects the power of the Apple Store to draw customers and move product.
What NPD didn't report at the time MOREPhilip Elmer-DeWitt - May 19, 2008 7:33 AM ET
UPDATE: Apple on Thursday issued a press release declaring itself No.1. See here.
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It happened one week in January, according to a memo sent to Apple employees on Wednesday and intercepted by Ars Technica (link). The memo contained weekly data from a NPD Group Music Survey dated Jan. 8, 2008, and showed Apple's (AAPL) iTunes store passing Wal-Mart (WMT) for the first time to become the No. 1 MOREPhilip Elmer-DeWitt - Apr 3, 2008 8:05 AM ET
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