Yeah, Sony did overship the PS4 last quarter to break the 100M barrier.
That forecast drop tho... moving TLoU2 to FY 2020 is that big of an impact?
I think TLOU is only part of the drop because there is no way that game alone was going to cause 1.5 million people to buy a PS4 in just over a month.
I would have to assume a downward forcast was going to happen regardless but TLOU delay made it somewhat worse.
When the herd loses its way, the shepard must kill the bull that leads them astray.