Ps4 @100mill shipped!

[zorg1000]

thismeintiel said:

zorg1000 said:

The most likely scenario is that PS4 was overshipped this quarter which is why they dropped their full year forcast by 1 million units while Switch was under shipped because they are phasing out the current model since 2 new models are releasing this quarter.

Hardly. The Switch Lite doesn't come out until September. And it wasn't even announced until July. All of these results are up until June 30th. Nintendo would not be under shipping at this point in time. Maybe in the month leading up to the Lite release but not 3-6 months before.  

As for Sony, they are most likely going one of two ways. Either they are not dropping the price, instead relying on bundling, or they aren't expecting much in the way of a rise in sales with just a $50 permanent cut this year.

I'm not talking solely about the Lite, I'm also talking about the improved sku with better battery life that is replacing the current model and releases in August. They are absolutely trying to lower the amount of stock of the current model.

Both of those things would have been factored in with the initial FY forcast, the most likely conclusion is that the Q1 sell through was lower than expected so they adjusted the full year forcast to reflect that. PS4 sell through is down YoY in every region so shipments being flat doesnt make sense unless it was overshipped.