Apple was surprised by AI-driven demand for Macs
Apple's Mac sales exceeded expectations in its recent quarter, driven by stronger-than-anticipated demand for AI-related workloads and the launch of the MacBook Neo. The company reported $8.4 billion in Mac revenue, a 6% year-over-year increase, with particular strength in the Mac Mini and Mac Studio models. CEO Tim Cook noted that customer adoption of Macs for local AI applications like OpenClaw outpaced Apple's forecasts, leading to supply constraints.
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Apple’s iPhone sales and Services revenue were the stars of the show in the tech giant’s most recent quarter, but the Mac quietly outperformed — helped by growing demand for AI workloads. Wall Street investors had expected to see Mac revenue in the low $8 billion range, but Apple reported $8.4 billion in the second quarter ended March 28 — a notable beat for a non-core segment of the tech giant’s business. In addition, investors ahead of earnings believed that Mac sales would be essentially flat year-over-year. Instead, Mac sales were up 6% on an annual basis, the company told investors. The company’s total revenue was $111.2 billion, a 17% increase from the same period last year. Apple chalked up some of the Mac growth to recent product launches, including the well-received MacBook Neo.
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