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Forums - Sony Discussion - Ps4 @100mill shipped!

thismeintiel said:

Damn. At 6 years and still $299, the PS4 just outsold the Switch by 1.1M units. Guessing Switch must not be doing the greatest in EU if there is still that kind of discrepancy. Still good, of course, just not great.

The most likely scenario is that PS4 was overshipped this quarter which is why they dropped their full year forcast by 1 million units while Switch was under shipped because they are phasing out the current model since 2 new models are releasing this quarter.



When the herd loses its way, the shepard must kill the bull that leads them astray.

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My Total Sales prediction for PS4 by the end of 2021: 110m+

When PS4 will hit 100m consoles sold: Before Christmas 2019

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zorg1000 said:
thismeintiel said:

Damn. At 6 years and still $299, the PS4 just outsold the Switch by 1.1M units. Guessing Switch must not be doing the greatest in EU if there is still that kind of discrepancy. Still good, of course, just not great.

The most likely scenario is that PS4 was overshipped this quarter which is why they dropped their full year forcast by 1 million units while Switch was under shipped because they are phasing out the current model since 2 new models are releasing this quarter.

Would be very unlikely to overship 1M this late on the life of the console. Seems more like they reduced the forecast to keep certainty they will exceed as they have all years.



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Azzanation: "PS5 wouldn't sold out at launch without scalpers."

Average PlayStation sales : 90.6 million (with 6 systems : PlayStation, PlayStation 2, PlayStation Portable, PlayStation 3, PlayStation Vita, PlayStation 4)
Average Nintendo sales : 62.3 million (with 12 systems : Nes, Gameboy, Super Nes, Nintendo 64, Color, Gameboy Advance, GameCube, DS, Wii, 3Ds, Wii U, Switch)
Average Xbox Sales : 50.3 million (with 3 systems : Xbox, Xbox 360, Xbox One)


DonFerrari said:
zorg1000 said:

The most likely scenario is that PS4 was overshipped this quarter which is why they dropped their full year forcast by 1 million units while Switch was under shipped because they are phasing out the current model since 2 new models are releasing this quarter.

Would be very unlikely to overship 1M this late on the life of the console. Seems more like they reduced the forecast to keep certainty they will exceed as they have all years.

That makes no sense, you dont adjust a forcast down if you're currently meeting/exceeding your expectations.



When the herd loses its way, the shepard must kill the bull that leads them astray.

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zorg1000 said:
thismeintiel said:

Damn. At 6 years and still $299, the PS4 just outsold the Switch by 1.1M units. Guessing Switch must not be doing the greatest in EU if there is still that kind of discrepancy. Still good, of course, just not great.

The most likely scenario is that PS4 was overshipped this quarter which is why they dropped their full year forcast by 1 million units while Switch was under shipped because they are phasing out the current model since 2 new models are releasing this quarter.

Hardly. The Switch Lite doesn't come out until September. And it wasn't even announced until July. All of these results are up until June 30th. Nintendo would not be under shipping at this point in time. Maybe in the month leading up to the Lite release but not 3-6 months before.  

As for Sony, they are most likely going one of two ways. Either they are not dropping the price, instead relying on bundling, or they aren't expecting much in the way of a rise in sales with just a $50 permanent cut this year.



thismeintiel said:
zorg1000 said:

The most likely scenario is that PS4 was overshipped this quarter which is why they dropped their full year forcast by 1 million units while Switch was under shipped because they are phasing out the current model since 2 new models are releasing this quarter.

Hardly. The Switch Lite doesn't come out until September. And it wasn't even announced until July. All of these results are up until June 30th. Nintendo would not be under shipping at this point in time. Maybe in the month leading up to the Lite release but not 3-6 months before.  

As for Sony, they are most likely going one of two ways. Either they are not dropping the price, instead relying on bundling, or they aren't expecting much in the way of a rise in sales with just a $50 permanent cut this year.

I'm not talking solely about the Lite, I'm also talking about the improved sku with better battery life that is replacing the current model and releases in August. They are absolutely trying to lower the amount of stock of the current model.

Both of those things would have been factored in with the initial FY forcast, the most likely conclusion is that the Q1 sell through was lower than expected so they adjusted the full year forcast to reflect that. PS4 sell through is down YoY in every region so shipments being flat doesnt make sense unless it was overshipped.



When the herd loses its way, the shepard must kill the bull that leads them astray.

zorg1000 said:
thismeintiel said:

Damn. At 6 years and still $299, the PS4 just outsold the Switch by 1.1M units. Guessing Switch must not be doing the greatest in EU if there is still that kind of discrepancy. Still good, of course, just not great.

The most likely scenario is that PS4 was overshipped this quarter which is why they dropped their full year forcast by 1 million units while Switch was under shipped because they are phasing out the current model since 2 new models are releasing this quarter.

The most likely scenario is that Sony knows that the upcoming comps for July-Sep (Spiderman released Sept 7th) will be tough and want to hedge against that number.  They shipped 3.9 million units last year for that period, they are not matching that.



zorg1000 said:
DonFerrari said:

Would be very unlikely to overship 1M this late on the life of the console. Seems more like they reduced the forecast to keep certainty they will exceed as they have all years.

That makes no sense, you dont adjust a forcast down if you're currently meeting/exceeding your expectations.

We roughly know how the PS4 is selling in NA and Japan thanks to leaked/reported numbers. And they are down, more or less significantly from last year's numbers. Shipping the same number as last year, we can easily see that the shelves are getting full pretty fast. So they are currently selling below expectations in all likelyhood.

My guess is somebody wanted a neat 100M number to report in this quarterly fiscal report, even if that meant overstocking. At least for prices, in Europe, they are still unchanged, as high as ever (in the $329-$349 range). So I wonder what The Plan is, actually...



Train wreck said:
zorg1000 said:

The most likely scenario is that PS4 was overshipped this quarter which is why they dropped their full year forcast by 1 million units while Switch was under shipped because they are phasing out the current model since 2 new models are releasing this quarter.

The most likely scenario is that Sony knows that the upcoming comps for July-Sep (Spiderman released Sept 7th) will be tough and want to hedge against that number.  They shipped 3.9 million units last year for that period, they are not matching that.

You dont think Sony factored that in with the initial FY forcast back in April?



When the herd loses its way, the shepard must kill the bull that leads them astray.