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Farsala on 27 April 2018
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RolStoppable said:
Farsala said:

1.It's not so clear cut. Last year Sony also provided sell through numbers. The shipment-sales gap was 3.7m MUCH higher than the numbers this year. And then what did they ship in Q1? 2.9m. Also higher then last quarter.

So then we have the 2.9m+ 2.5m for this year which is unreasonably small  vs the 3.7m + 2.9m. A 1.2m gap, and let me tell you PS4 did not outsell itself last year vs this year by 1.2m, I would even argue the numbers were very close so its even possible that Sony undershipped by 1.2m. But I would not say that is true as that would be ludicrous.

All I am saying it isn't so clear.

2. 16m is conservative and is likely without price cuts, but it isn't that much lower than 19m.

As for paragraph 3, it is entirely possible stock was lower in many other countries just not out of stock.

Last year was shortly after the launch of the PS4 Pro and Sony had yet to figure out appropriate production levels for their two PS4 SKUs. The PS4 Slim was in abundant supply, the Pro was in short supply in early 2017. This means that of the 2.9m PS4 shipped during calendar Q1 2017, the Pro SKUs ratio had to be disproportionally high out of necessity. Retailers ordered a much lower amount of standard PS4s than usual, but they had to order a lot of PS4 Pro consoles to get the product readily available in their stores. This situation did not repeat in calendar Q1 2018. That's why this year's 2.5m in calendar Q1 aren't unreasonably small.

A source would be nice. You can say its common sense but both of us can keep coming up with reasons for why things went as they did.

I am just happy to provide a different perspective.