He is either quoting the offical shipped number form the earnings report, or they're at 13.5m sold throuh right now.
Sony has shipped 10.2m Ps4 end of June 2014 and sold through 10m as of 10th August. So a little bit over 1 1/2 month to sell through the shipment number.
We're at the second week of November right now. 1 month and 2 weeks after end of Septmeber 13.5m shipment
Imho it's the first. Just the old figure







