Farsala on 02 November 2019
| zorg1000 said: Looks like i was right in saying they overshipped last quarter (Q1-flat, Q2-down ~28%). With that said, these are still great numbers, over 100 million hardware and over 1 billion software is a huge achievement and their subscription services are showing solid growth. |
Not sure I entirely agree.
SW was also flat/ up YoY for the PS4 in Q1. But Q2 saw a drastic drop (-18%) in SW sales. I don't think SW can be overshipped, so I think it lines up well with the HW also being shipped flat YoY. Sure Sony might have shipped a few 100k or so extra for the 100m, but I wouldn't really call it overshipped.
