zorg1000 said:
Farsala said:
I think the stock allocation will be similar. And PS4 had its biggest October, which may lead to less stock for November. As for December, I think Sony will try a bit harder this time.
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What kind of deals do you expect for December? Last year had $50 off for both models for a week each.
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I think it will be similar, but slightly better. Maybe the games included will be better. I think the marketing/ads will be better as well. Not to mention that Spiderman+ PS4 is more December centric than whatever Sony had last year. Lets do an October-December PS4 history to try to explain some of my logic. I will list 2013, but largely ignore it due to launch.
2013:
Nov: 1.14
Dec: .86
2014: 2.20
Oct: .300 (13.6%)
Nov: .83 (37.7%)
Dec: 1.07 (48.6%)
2015: 3.40
Oct: .280 (8.2%)
Nov: 1.54 (45.3%)
Dec: 1.58 (46.5%)
2016: 2.905
Oct: .235 (8.1%)
Nov: 1.1 (37.9%)
Dec: 1.57 (54.0%)
2017: 2.865
Oct: .205? (7.1%)
Nov: 1.58 (55.1%)
Dec: 1.08 (37.7%)
2018: 3.04m prediction
Oct: .340 (11%)
Nov: 1.4m prediction
Dec: 1.3m prediction
So from this info, PS4 2018 holiday season should sell around 2.9m or more since its been up YoY. That leaves 2.56m to be distributed and I predicted 2.7m to be optimistic. October is generally 7-8% of the holiday season, but this October was particularly strong so I predict it is 11%.
November and December split is indeed harder. While the PS4 usually has a stronger December than November, last year put a wrench in that. I think the proportions will become closer this year though, with the slight edge to November.