PS4 Won October NPD (PS4 > NS > XBO)

[CosmicSex]

DonFerrari said:

CosmicSex said:
NPD Analyst Mat Piscatella stated: "But yeah, no one saw this PS4 success happening this year, not even Sony."
Do you think this means that their 17 million forecast is still undercutting what the results will be and by how much?
Also, is it possible that Sony's failure to properly gauge sales will result in massive shortages?

I think 18M is very safe, with strech to 20M and 19M being the most probable (which is still 3M higher than their projection). I wouldn't doubt they out ship Switch or at least have a technical tie for the fiscal year (and that is considering Sony is like 2 or 3M ahead so far in the year, but I expect Switch to sell more on holidays).

CosmicSex said:

Reading through some of the other comments, I don't think it is wise for them to lower that price.  Simply because they will enter a period of being perpetually sold out.  And they will never be able to get back to a health shelf stock until the PS5 arrives. 

Yep, they are probably at a point in their curve that additional production would cost more instead of less, and at current production they can sell almost all without pricecut so no need for it.

Now perhaps next year or 2020 they will see a point in reducing price.

Exactly.