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Megiddo said:
If Benji is only referring to Amazon sales, that would make a lot of sense as I believe there were much less stock for the PS4 this year. However, in terms of retail brick and mortar sales, everything points to there being a larger supply overall of PS4 units this year than last year, which would mean larger Black Friday sales than last year.

The issue was always going to be the Spiderman bundel's stock.  That's been doing the heavy lifting.  So while initial impressions of stock were strong, it's possible in the end it came up similar to or lower than last year's 199 deal.  

It's the same for Switch, the MK8D and Pokemon bundles did the big numbers.  The shipment sizes of each will impact sales significantly.