June NPD 2020

[noshten]

My predictions were way off

Sounds like Sony is not manufacturing that many PS4s and Microsoft is flat at best.
Nintendo seemingly ran out of enough stock to see huge growth but Switch is basically selling what they can ship, so the shipped numbers for the quarter will be very close to sell-through to consumers. This will give us a good basis for what to expect in Q3 in terms of per month sales.
Software sales are fantastic for TLOU2 and for Animal Crossing and other evergreen games. Still can't believe GTA isn't on the Switch, the game would instantly be a million-seller.

Considering new consoles were announced it was a matter of time that stock would run out. The current situation in manufacturing & supply chains right now means that Sony can't manufacture enough PS4 and PS5 simentenously. Nintendo cant scale-up manufacturing as fast as they would probably want for hardware and Ring Fit Adventure. While with Microsoft they don't need to manufacture that many X1 to begin with so they are probably seeing some growth YoY across all markets but are ready to transition to the new gen hence X1X is no longer being produced.

We shall see when the official numbers come out but this is what I'm reading from the NPD PR.