Ps4 @100mill shipped!

[Train wreck]

zorg1000 said:

Train wreck said:

The most likely scenario is that Sony knows that the upcoming comps for July-Sep (Spiderman released Sept 7th) will be tough and want to hedge against that number.  They shipped 3.9 million units last year for that period, they are not matching that.

You dont think Sony factored that in with the initial FY forcast back in April?

No, the gaming landscape changes quickly and whatever they saw in beginning of April, they no longer see in July.  They were able to ship the 3.2m for this quarter so their initial forecast for the quarter stuck but they must have saw that upcoming comps will be difficult, especially this quarter with no game equal to Spiderman.  Whatever combination of what they thought they would ship from October to March won't be able to make up that deficit, hence the lower forecast.