binary solo said:
Perhaps, but they can't adjust this quarter up without adjusting past quarters down. If they only adjusted this quarter up then the PS4 LTD would be too high with an unrealistically small gap between LTD shipped and LTD sell through. It is possible Sony intentionally over-shipped last quarter to build up supplies, and maybe even to put a substantial number of the newer skus into the supply chain. So it may not necessarily be the case that, for last quarter specifically, shipped and sold should be within a few hundred K of each other. |
Agreed.
IMO sales Q1 should relatively similiar to shipped.
For instance, lets say VGC only has it undertracked by 500k. That would be retailers would have 500k more unsold PS4 in their pipeline at the end of Q1 than they did at the end of Q4. I highly doubt this because it is not free for a retailer to stock extra systems just because. Shelf space has an accociated cost and so down warehousing.
If the consoles were selling at a slower rate they would not be buying as many from Sony, thus reducing shipping totals.
To get a better idea we would need to know how many consoles were shipped but not sold at the end of Q4. There has not been reported supply issues at retailers for some time so it would seem their stockage levels should be stable (which is why I lean to the Sold to consumer number be close to sold to retailer).
I was on my mobile device earlier and did not feel like writing all of that out.. lol.
psn- tokila
add me, the more the merrier.
