Zippy6 said:
I'm not sure why you think the 94m+ figure being sell-through doesn't make sense? This site has PS5+XBS sales at 93.7m combined sell-through as of November 1st 2024. The 138m+ figure, if for the end of December (we don't know adding to the inaccuracy of this 138m+ estimate) would break down like: PS5: 89.44m (VGC estimate) SW2: 15.59m (VGC estimate) XBS: 32.97m+ (138m+ minus the others) Seems like the most plausible breakdown to me. It also has to be remembered that this is just an analysis firm, this 138m is not gospel. We've all seen garbage from places like superdata and Alinea Analytics before. Not saying these firms aren't more reputable but they're also not hard data. |
Let me put it another way:
• As of November 2024, T2 reported 94M units.
• As of December 2025, T2 reported 138M units.
That's a gap of 44M units.
We know that:
• PS5 and Series estimated sell-through of December 2024 is 4.39M units. Let's toggle that at 7M (possibly even 8M) units shipped in December 2024.
That would put combined shipments as of December 2024 at 101M (94+7), leaving a gap of 37M as of December 2024 to the now 138M reported by T2 as of December 2025.
Now:
We do know that:
• Nintendo shipped 17.37M units of Switch 2 in 2025
• Sony shipped 17.37M (funny) units of PS5 in 2025.
37 - 17.37 - 17.37 = 3.26M shipped left.
Considering we know that:
• Estimated sell-through of Series in 2025 is at 2.55M
... this would indicate that T2's figure 138M is indeed shipped, since it's not too far stretched that that 3.26M shipped in 2025 can only be Series.
Which would match.
