PS3 forecasts: Setting the record straight, wondering about their Q2 report

[NJ5]

TheBigFatJ said:

NJ5 said:

We just changed the shipping information from the production basis to the shipping basis starting from this quarter. -- Nobuyuki Oneda

This effectively lowers their shipment estimates by approximately 2 million units. This says, "hey, the new way we're counting we shipped 3.6 million units in fiscal '07, not 5.5 million units. Don't worry, we don't need to change our forecast, though." Well, when you redefine the number you've shipped as 2 million less than you just announced, that's down-revising your forecast by two million units.

In the past, they were saying they expected to have 16.5 million total units shipped at the end of fiscal '08. With the new shipment counting method they expect to have 14.6 million total units shipped at the end of fiscal '08. This will likely be downward revised again next quarter.

Precisely, isn't it funny? I didn't see any news article discussing this, probably because those numbers aren't trivial to get to (i.e. they weren't spoon fed to journalists by Sony).