Ps4 @100mill shipped!

[zorg1000]

Intrinsic 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.

I am not expecting 2M+ NS consoles on shelves. But I expect at least twice what VGC is suggesting is on shelves now. Which is 700k.

As for theories for sony's FY drop? I believe they are expecting a massive drop in q4 shipments. And I expect this to be due to a fall 2020 announcement/reveal of the PS5 or early 2020 reveal. That can in turn impact sales of the PS4.

You keep saying 700k but the number is 1.3m on shelves/transit.

They didnt factor that in with their April forcast? No, they dropped the forcast because Q1 sell through was below expectations.