Ps4 @100mill shipped!

[zorg1000]

thismeintiel said:

zorg1000 said:

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.

Again, this month would be the month we would see that, not last quarter. Which is probably why we saw the momentary out of stock for the Switch at a few places.  We also don't know if the the new Switch will replace all models at the start or if it will be a slow sprinkling region by region. I believe, so far, only Japan is confirmed.

We don't have actual numbers for every region, so it's impossible to tell if that is the case. I do know there is a limit to what stores will take. They won't take in shelves and shelves worth of product if they know they already have shelves and shelves of stock to sell. Especially in this slow time of year.

It makes no sense to have something like 2+ million units on shelves at the end of June if you are replacing and discontinuing that model within 2 months, they would slowly get stock down in Q1 so it can be gone by the end of Q2. And yes we do know, the new model is confirmed for America in mid-August, Europe in late August and Japan in early September.

We have enough data from major markets to know that PS4 is comfortably down YoY. I'm willing to listen to theories on why Sony dropped their FY forcast if Q1 wasnt overshipped and sell through wasnt lower than anticipated but all signs point to that being the case.