The results -- first revealed in an investor note from Pacific Crest Securities analyst Andy Hargreaves on Monday -- represent 60 percent unit growth and 67 percent revenue growth over the same period one year ago. At the same time, overall US PC retail shipments grew just 9 percent on a 5 percent increase in revenues.
Apple saw particular strength in notebook systems, which rose 64 percent in units and 67 percent in revenues, suggesting strong sell-through of the company's new MacBook Air, noted Hargreaves.
"Macbook Air sales appear to be additive to total sales, rather than replacing Macbook Pro sales," he said. "We believe a new set of corporate customers make up a meaningful portion of MacBook Air buyers."
Overall, the US retail segment combined for a 20 percent increase in notebook shipments on an 11 percent rise in revenues.
The Mac maker also saw robust demand for its desktop systems, which grew 55 percent on a 68 percent increase in revenues, compared to the overall retail segment which saw unit sales decline 5 percent on a 2 percent drop in revenues.
Apple grabs 14% of retail PC sales
Posted on Friday, March 21 2008 @ 4:15 CET by Thomas De Maesschalck