Apple 2.0

Covering the business that Steve Jobs built

How many iPods did Apple sell in Q3?

July 11, 2010: 6:14 AM ET

The third in a series of previews of Apple's results for the third fiscal quarter of 2010

Source: Company reports; Piper Jaffray

Last week we sampled analysts' estimates of iPhone and iPad sales in advance of Apple's (AAPL) earnings report for the quarter that ended June 26.

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

. . .

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[Follow Philip Elmer-DeWitt on Twitter @philiped]

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About This Author
Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

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