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CosmicSex on 28 July 2023
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ShadowLink93 said:

Fiscal Year Quarterly sell through versus shipped for PS5.

  • Q3 20/21 - 4.4M sold, 4.5M shipped
  • Q4 20/21 - 3.2M (7.6M) sold, 3.3M (7.8M) shipped
  • Q1 21/22 - 2.3M (9.9M) sold, 2.3M (10.1M) shipped
  • Q2 21/22 - 3.2M (13.1M) sold, 3.3M (13.4M) shipped
  • Q3 21/22 - 4.0M (17.1M) sold, 3.9M (17.3M) shipped
  • Q4 21/22 - 2.0M (19.1M) sold, 2.0M (19.3M) shipped
  • Q1 22/23 - 2.3M (21.4M) sold, 2.4M (21.7M) shipped
  • Q2 22/23 - 3.0M (24.4M) sold, 3.3M (25.0M) shipped
  • Q3 22/23 - 6.6M (31.0M) sold, 7.1M (32.1M) shipped
  • Q4 22/23 - 5.0M (36.0M) sold, 6.3M (38.4M) shipped
  • July 16 2023 - 4.0M (40.0M)

Sell through for April 1st to June 30th (Q1 23/24) would likely be around 3.5 million, so expect a shipment of around 4 million for the quarter reported next week for a LTD of around 42.4 million.

Note: It's typical for high selling platforms to have around 4 million more units shipped than sold through so expect shipped to moderately exceed sell through for the next few quarters.

Wow.  Thanks for putting this together.   Some of those earlier quarters are epic.  They actually sold more then they shipped one quarter 🫨 which is crazy.  There were some real suspect conversations on here about how stock wasn't the issue when sales were down.  It was silly then and it's even sillier now!