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Boutros said:
binary solo said:
OK. Pretty sure I have almost exact PS4 number assuming Xb one 305K is pretty much correct to within 1000
Based on NPD PR from the venture beat article:
"Console hardware sales increased by 3 percent over October 2014,” he said. “This was due entirely to [Xbox One and PlayStation 4] generation sales, which rose by 12 percent to offset the 66 percent decrease in hardware sales for last generation consoles.”

PS4+Xbone is 12% up on PS4+Xb one Oct 2014.
Oct 2014 Xb one + PS4 *12% = 553,831-305K (Xb one) = 248,851 for PS4.

Better than the 230K extrapolated from Zhuge's deleted tweet, but not much better. 50K down YoY which is almost 20%. But I am surprised NPD didn't comment that PS4 is down YoY while Xb one is up. So the fact is all hardware is down bar Xb one. But somehow NDP/VB decided to say PS4+Xb one is up YoY. Weird and quite misleading.

Problem is we can't be sure whether they mean actual units sold or revenue in these comments.

If Zhuge actually has numbers. And the 8th gen home console cumulative is in the low 600's despite his tweet being wrong by saying ~600K and being deleted it does seem to point to PS4 being in the 250K range. And a 12% hardware numbers increase (rather than revenue) seems to align with that. Still you are right that paragraph might be about revenue rather than unit sales. The implication of only a 12% revenue increase is quite complex because on the one had we have a lot of Halo LE bundles being sold at a high price, but we also have 3 weeks of PS3 $50 price cut (which is a 12.5% price cut per unit sold). So Xb one will have significantly higher revenue YoY because of much higer unit sales and [probably] higher average revenue per unit. PS4 will have lower revenue YoY even if unit sales are flat. But I don't know if that makes things worse for PS4 or better.

I guess NPD doesn't want too much PR out there mentioning relative unit sales because then it becomes too easy to work out actual sales. And that then devalues the data they are trying to make money from.



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