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Intrinsic on 27 April 2018
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zorg1000 said:
Intrinsic said:
Whats the surplus from the last FY?

Cause whatever that surplus is plus what they plan on shipping this year can paint a better picture of how much they really plan on selling.

At the end of Dec it was 73.6 million sold and 76.5 million shipped so a difference of 2.9 million.

They shipped 2.5 million last quarter but according to NPD/Media Create, US+Japan alone sold ~1.7 million and since Europe is their strongest region and factoring in RoTW than sales should be over 3 million for the quarter.

 

Its highly likely they sold more than they shipped last quarter to get rid of excess stock.

Thanks for this, sorry about being late... just got back from work.

So yh, So if we put RoTW sales at 3M of a cummulative shipment of 5.4M. That means at the end of FY2017 there are 2.4M PS4s left unsold.

Then we add the planned 16M intended shipment for FY2018 and that gives us around 18.4M consoles in circulation.

Not as bad as it looked originally, but also a big indication that they are not gong to be as aggressive on the pricing as most of us would have hoped.