Mac sales ▪ August 5

AAPL: 115.40

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Apple CEO Tim Cook with IBM CEO Ginni Rometty

Apple and IBM are continuing to develop their partnership first established just over a year ago as IBM announced today a new program to help large enterprises use Macs within their IT infrastructures. IBM’s MobileFirst Managed Mobility Services will allow its commercial clients to integrate Macs in their workplace with IBM supporting the deployment. Interestingly, IBM says it’s able to roll out the new program to commercial clients thanks to its own internal trial that we previously reported. expand full story

Mac sales ▪ November 7, 2014

Mac sales ▪ October 20, 2014


Analysts are predicting that Apple (AAPL) will announce record sales and earnings in today’s fiscal Q4 (calendar Q3) earnings call, reports Fortune.

I’ve got the collected fiscal Q4 estimates of 33 Apple analysts — 21 professionals and 12 amateurs. They are all to a man (and one woman) predicting record Q4 sales and earnings (up 7.1% and 11.9%, respectively).

The analysts also expect earnings per share to be up 12% year-on-year, to $1.32 …  expand full story

Mac sales ▪ September 25, 2014

Mac sales ▪ January 24, 2014


While there’s plenty of looking back going on todayFortune has gathered together analyst forecasts of the Mac numbers we can expect Apple to reveal at its earnings call on Monday. This follows earlier forecasts for iPhone and iPad.

The average prediction is for 13 percent year-on-year growth, predicting that Apple sold 4.6 million Macs in the final quarter of 2013 (Apple’s fiscal Q1). This is slap bang in the middle of the growth predictions for iPads (10 percent) and iPhones (16 percent) …  expand full story

Mac sales ▪ January 14, 2014


The total number of Apple devices sold will equal the number of Windows PCs by some point this year, predicts Asymco’s Horace Dediu in an interesting piece of analysis.

The dark shaded area compares all Apple hardware – Mac plus iPad plus iPhone – with Windows PCs, and shows that by last year there were only 1.18 more Windows PCs than Apple devices. It’s of course a somewhat artificial comparison, as Dediu is including iPhones while excluding Windows Phones and tablets, but given the very limited success of Windows mobile devices to date, correcting that wouldn’t change the patterns too much.

What’s particularly interesting here, as John Gruber notes, is that the dramatic reversal kicked in well before the launch of the iPhone. Dediu and Gruber between them put forward a number of theories for this, and of these I think three are likely key …

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