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Train wreck on 02 February 2018
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SpokenTruth said:
Kerotan said:

They underestimated demand most likely 

They estimated less demand in 2017 for a $199 PS4 compared to 2016 and a full price PS4 despite even or up sales through Q1 and Q2?

Train wreck said:

In the region where the price was reduced, demand picked up and it was not high enough to offset the decline in shipments to areas where there was no deals, like the rest of the world outside the US.

So demand outside the US was down a lot?

You tell me, define a lot.  They were off by 700k units.  I don't know why I'm walking through the scenario with you as I'm sure you're just being difficult for difficulty sake.

US: October 1-November 18; sales of the PS4 could have been down y/y due to price, anticipation of a cheaper PS4, the Xbox One X, the switch, a number of reasons.  Nov 19-November 27 The $199 price comes into play, sales shoot up, demand not meet to Sony not shipping enough in time. November 28-December 31st, demand slows as the price goes back to $299 for the first two weeks and the $249 Star wars bundle was not enough to entice buyers who wanted it cheaper.  The 9 day frenzy propels sales in the US.

Rest of the world: October 1- December 31 No deals, no significant game releases, sales can be flat to down because of no catalyst present that was available in the US.

The combination of the two scenarios caused the drop in overall shipments for Q3.