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amirnetz said:

VGC puts the Q3 sales of the 360 sales on 1.85M.  Microsoft reported a for the same Q3 period sales of 2.2M units.

Before I continue, I am anticipating the immidiate claim/excuse of "VGC counts sold to consumers units and Microsoft counts shipped to retailers units so you cannot compare".

BS. I can compare. Unless there is any compelling evidence that the retailers had increased their in-store inventory, we must assume that the amount of in-store inventory is fairly constant with small flactuations and therefore  "Shipped" is pretty much the same as "Sold to consumers".

So after this is settled, we can do the math and see that VGC undertracked the 350 WW by 350K units or about 20%. Not great, not too bad. So it seems.

But there is a problem. a big one. NPD reported for the quarter USA retail sales of 747K for the 360. Adding the customary additional 10% for Canada gives 823K total for the Americas based on NPD. VGC was counting 880K for the same period. Very close and we can split the difference and put total Americas sales at 850K for the quarter.

Japan sales for the same period are at 116K based on VGC/MC.

So together Japan + Americas together are totaling 966K for the period.

So this means that Microsoft sold 2,200K - 996K = 1,204K units in "Others".  This is far above VGC estimates of 854K units in "Others" for the period.

So VGC was undertracking Microsoft in "Others" by over 40% for a full quarter!!!

Just as significant is the fact that "Others" totaled 40% more than "Americas", which is at odds with VGC assertion that Americas and Others are about the same sales volume for the 360.

These big sales of the 360 in others corresponds very well with Microsoft claims of a substantial increase in sales in Europe following the September price cut.

VGC - take notice. Something is very off.

 

 

You cannot undertrack what does not exist.



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