The third in a series of previews of Apple’s results for the third fiscal quarter of 2010
Today we look at a product that played an important but diminishing role in the company’s transition from Apple Computer to Apple Inc.: the iPod
It’s a product in flux. Last quarter, sales of the iPod touch, a pocket-size general purpose computer, nearly overtook those of the original special-purpose music-playing iPod. This quarter, the iPod touch is the Apple product most likely to be cannibalized by the surprisingly robust sales of the iPad tablet computer.
All of which may help explain why the range of iPod estimates from the analysts we polled is especially wide this quarter — from a high of 10.5 million units to a low of 8.38 million. We’ll find out who was closest to the mark when Apple reports its Q3 earnings on July 20.
Below: The estimates we’ve gathered so far. We’ll add more as they come in.
|Analyst, affiliation||iPods (millions)||Date of est.|
|Mike Abramsky, RBC Capital||10.50||5/20/10|
|Ashok Kumar, Rodman & Renshaw||10.50||7/1/10|
|Ben Reitzes, Barclay’s Capital||10.38||6/22/10|
|Toni Sacconaghi, Bernstein Research||10.32||7/7/10|
|Daniel Tello, Deagol’s AAPL Model||10.12||6/30/10|
|Dennis Hildebrand, Apple’s Gold||10.10||7/7/10|
|Alexis Cabot, Apple Finance Board||10.10||7/6/10|
|Scott Craig, Merrill Lynch||10.01||7/8/10|
|Andy Zaky, Bullish Cross||10.00||6/27/10|
|Yair Reiner, Oppenheimer||9.91||6/30/10|
|Turley Muller, Financial Alchemist||9.90||7/7/10|
|Brian Marshall, Gleacher & Co.||9.87||7/7/10|
|Mark Moskowitz, J.P. Morgan||9.87||7/1/10|
|Shaw Wu, Kaufman Bros.||9.80||7/6/10|
|Kathryn Huberty, Morgan Stanley||9.75||7/1/10|
|Jeff Fidacaro, Susquehanna||9.70||6/18/10|
|Jeff Fosberg, Apple Finance Board||9.65||6/3/10|
|Richard Gardner, Citigroup||9.50||6/28/10|
|Ralph Schackart, William Blair||9.50||6/28/10|
|Horace Dediu, Asymco||9.40||6/29/10|
|Gene Munster, Piper Jaffray||9.30||7/6/10|
|Robert Paul Leitao, Apple Finance Board||9.20||7/10/10|
|Tavis McCourt, Morgan Keegan||8.38||7/7/10|
. . .
- How many iPhones did Apple sell in Q3?
- How many iPads did Apple sell in Q3?
- How many iPods did Apple sell in Q2?
[Follow Philip Elmer-DeWitt on Twitter @philiped]