Anyone who thought the Mac is dead needs to think different(ly). Apple sold 3.472 million Macs last quarter, along with 3.270 million iPads to sync them with. Out of sync, maybe, were iPod and iPhone sales, but for Apple it was another quarter for the record books.
For the third fiscal quarter, Apple reported revenue of $15.7 billion and a net quarterly profit of $3.25 billion, or $3.51 EPS. It was a new record, besting last year’s holiday quarter of $15.68 billion, and nearly doubling the $8.34 billion from a year ago. Steve Jobs, no doubt rolling on piles of greenbacks, sent the expected exultant press release from his iPad.
“It was a phenomenal quarter that exceeded our expectations all around, including the most successful product launch in Apple’s history with iPhone 4,” said Steve Jobs, Apple’s CEO. “iPad is off to a terrific start, more people are buying Macs than ever before, and we have amazing new products still to come this year.”
Regarding the iPad, 3.27 million were sold last quarter, a staggering number when you consider that it may equal the combined sales of all Windows Tablet and Slate PCs in 2010. Even better, concerns that the iPad might negatively impact Mac sales appear to be thus far refuted.
Apple sold a record 3.472 million Macs in the third quarter, up 33 percent from 2.603 last year, nearly double the 1.734 million Macs sold just four years ago. Laptop sales, bolstered by new MacBook Pros and MacBooks, were 2.468 million, up 41 percent over last year. Desktop sales were 1.004 million, a positive change of 18 percent from last year. While the redesigned Mac mini was released late in the quarter, it will have negligible impact going forward. As Steve Jobs has said, Apple is a “mobility” company, and a 70/30 split between laptops and desktops last quarter exemplifies that trend.
Another clearly evident trend is flattening iPod sales. Apple sold 9.406 million iPods in the third quarter, versus 10.215 million last year, a decrease of 8 percent. Although unit sales were comparatively weak, change in revenue was up four percent. This is due to increased sales of the iPod touch with its higher average selling price, which is also good news for the viability of the iOS platform.
As for the iPhone, Apple sold 8.398 million, compared to 5.208 during the same period last year, a 61 percent increase. So much for the “Antenngate” controversy so far, though a real issue appears to be channel inventory weakness. With a shocking ship time of three weeks at the online store, and repeated delays of the white model, Apple appears to be having serious problems catching up with demand for the iPhone 4.
Expect that issue to come up at the conference call today, which TheAppleBlog will be covering. We’ll be bored, so you don’t have to.