Ps4 @100mill shipped!

[zorg1000]

Farsala said:

zorg1000 said:

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.

PS4 still shipped the same YoY so clearly they don't feel like they were down YoY. Sony didn't release sell through either, so going off Vgchartz isn't the best indicator. US and Japan might be down YoY, but that doesn't mean other markets are.

What US being down YoY does tell us is that the holiday season might not be as strong as expected, so Sony could be anticipating shipping 1m less consoles for the whole year, based on US being down so far.

I know that shipments are flat which is why I'm saying its overshipped. We have data showing it's down something like 30% YoY in the bigger markets and I'm not using Vgchartz estimates, I'm using NPD, Famitsu, GfK.