GeneMunster Articles on TUAW - The Unofficial Apple Weblog

Mac sales up as iMac supply improves

by Steven Sande (Mar 19th, 2013)

Mac sales were down for the holiday 2012 quarter due to supply constraints on the new iMac models, but NPD Group data is showing that sales are up 14 percent year over year for January and February. According to Piper Jaffray analyst Gene Munster, that growth is due to improved availability ...

AT&T hints at best-ever iPhone sales in holiday 2012 quarter

by Steven Sande (Jan 8th, 2013)

Today AT&T announced that it sold 10 million smartphones during the fourth quarter of 2012, beating the 2011 record of 9.4 million units. Based on knowledge of what percentage of those sales numbers have been iPhones in previous quarters, Piper Jaffray analyst Gene Munster is forecasting that ...

Apple store vs Microsoft store on Black Friday

by Michael Grothaus (Nov 26th, 2012)

Philip Elmer-Dewitt pointed out an interesting "survey" conducted by Piper Jaffray analyst Gene Munster this past Black Friday that compared sales at the Apple store in the Mall of America to sales of the Microsoft store directly across the hall. Given the wild popularity of Apple products, the ...

iPhone 5 supply still stretched

by Steven Sande (Oct 5th, 2012)

To those of us who are waiting ... patiently, I might add ... for our iPhone 5s to ship from Apple, it's obvious that the supply of the newest iPhone is constrained. John Paczkowski at AllThingsD reports that many Apple Stores are reporting low inventory of the iPhone 5, and that the online ...

MacBook refresh giving overall Mac sales a boost

by Steven Sande (Jul 17th, 2012)

The new MacBook Pro and MacBook Air models that appeared on June 11, 2012 helped overall Mac sales during the remainder of the month, according to NPD sales data reported by John Paczkowski at AllThingsD. During the month of June, Mac sales grew 1 percent year over year. While that doesn't ...

Siri's novelty is wearing off ... for some

by Steven Sande (Jul 16th, 2012)

New York Times technology writer Nick Bilton may be breaking up with Siri, per his post on the NYT Bits blog. Bilton's on-again, off-again love affair with Apple's intelligent assistant seems to be familiar territory for some other iPhone 4S users. He notes that "Many people I have spoken to ...

iPad, iPhone account for 2% of Google's revenue in 2012

by Mel Martin (Jun 7th, 2012)

A note to clients from Piper Jaffray's Gene Munster suggests that about 2% of Google's annual revenue comes from the iPhone. The note highlights Apple's reasons for extracting Google from of iOS. We suspect that we'll hear about that next week at WWDC, if Apple announces an in-house replacement ...

Apple poised to become world's first trillion dollar company by 2014

by Steven Sande (Apr 3rd, 2012)

Piper Jaffray analyst Gene Munster raised his estimates for Apple share prices this morning, with a new 12-month price target of US$910 per share. Not long after that point, Munster expects the price of AAPL to go beyond the thousand dollar mark, which would translate to a market capitalization of ...

Tim Cook announces "record weekend" of iPad sales

by Michael Rose (Mar 19th, 2012)

Gene Munster knew that today's analyst conference call was reserved for discussion of Apple's newly announced dividend and stock repurchase plans, but he couldn't help himself -- he tried to sneak in a question about current results, specifically whether Apple would be issuing a press release ...

Apple stock named top pick for 2012

by Steven Sande (Jan 3rd, 2012)

If part of your Christmas gift stash includes a lot of cash, you might want to consider spending it on shares of Apple, Inc. Ticonderoga Securities has named the company's stock the 'top pick' for investors in 2012, mirroring the recommendation made last year by the group. Of the 20 companies ...

Piper Jaffray: iTunes Match likely breaking even for Apple

by Mike Schramm (Dec 9th, 2011)

Gene Munster of Piper Jaffray believes that for all of Apple's success with iTunes Match so far, the company is probably still only breaking even on the service. Sure, $24.99 a year from all of the service's users is a lot of money flowing in, but there's a lot going the other way as well, from ...

Piper Jaffray reports on Apple's impressive Black Friday sales (Updated)

by Kelly Hodgkins (Nov 28th, 2011)

As reported by Philip Elmer-DeWitt at Fortune's Apple 2.0 column, Piper Jaffray analyst Gene Munster crunched his Black Friday sales numbers and found that Macs and iPads were popular gifts. Munster estimated the Apple store(s) he surveyed sold about 10.1 Macs per hour and 14.8 iPads per hour. ...

Jobs bio fosters resurgence in Apple-branded TV rumors

by Steven Sande (Oct 24th, 2011)

The Walter Isaacson biography of Steve Jobs has just been officially released and now everyone from TUAW readers to Wall Street analyst Gene Munster is reading between the lines to see what Apple's "next big thing" will be. The biggest rumor? That Apple will be coming out with a branded HDTV ...

MacBook Air, Mac mini drive strong Q3 sales

by Kelly Hodgkins (Sep 13th, 2011)

The NPD group released its sales data for the current quarter and things are looking good for Apple. Mac sales are up 22% year-over-year due primarily to the release of OS X Lion and new MacBook Air and Mac Mini hardware in July. In a research note, Piper Jaffray analyst Gene Munster crunched ...

Mac sales climb after launch of OS X Lion and new MacBook Airs

by Kelly Hodgkins (Aug 23rd, 2011)

Apple's current quarterly earnings should receive a nice boost from brisk sales of Mac hardware says analysts. This summer increase can be attributed to the July introduction of OS X Lion and new MacBook Air and Mac mini models. The latest NPD report suggests Mac sales may climb 26% year over ...