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zorg1000 said:
Megiddo said:

Sensing yet another PS4 hardware adjustment on this site. I'm not thinking that there are ~2.75 mil PS4s just sitting on shelves/in transit.

Solid quarterly results. Sony's comments are basically saying, "Wow, we are still selling so much despite no price reductions? Well, guess we won't need to drop the price. Thanks for the money"


Hardware sell through was 53.4m as of Jan 1, 2016 when shipments were at 57.1m, a difference of 3.7m.

Hardware sell through was 73.6m as of Dec 31, 2017 when shipments were at 76.5m, a difference of 2.9m.

 

It might need a slight adjustment but nothing major.

Those are holiday quarters, when channels are always more stuffed. At this time of the year, it would more like a 1.5M on shelves. 2M max.