For 2011 Mac Sales, April 2010 Is The Cruelest Month
The research house says the Mac saw a year-over-year sales increase in April 2011 of 9 percent. That’s nowhere near the 22 percent Y-O-Y growth Wall Street is looking for in the entire June quarter.
Why the descrepancy? Simple. April of 2010 is a hell of a tough comparison month.
The refresh of the MacBook Pro line on April 13 drove a 39 percent spike in Mac sales for the month. With no similar refreshes juicing demand in April of 2011, sales aren’t up quite as much.
Which doesn’t mean Apple won’t post that 22 percent increase investors are hoping for. As Piper Jaffray analyst Gene Munster notes, it’s far too early to make a call on the June quarter, particularly given the launch of new iMacs earlier this month.
In fact, according to NPD weekly data, Apple saw Y-O-Y unit growth in Macs of 35 percent during the first week of May following the May 3 launch of the new quad-core, Thunderbolt iMacs.