In his Macworld keynote, Steve Jobs boasted that Apple has sold 4 billion songs via iTunes and that it has sold 4 million iPhones since last June. But no mention of iPod sales. Why not? One reason: iPod sales growth is slowing. Year-over-year sales growth has declined for the past three consecutive quarters: From 50% in the Dec. '06 quarter to 17% in the Sept. '07 quarter. If Apple hits the Wall Street consensus when it delivers Q1 results on Jan. 22, it will sell a record 24.7 million iPods. But that means y/y sales growth will be just 17% again. A year ago, Apple reported that Q1 iPod unit sales increased 50% y/y; in the Dec. 2005 quarter, y/y growth was 207%. (Silicon Alley Insider)
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