I think he was spot on on every NPD month in the last year but for March with Titanfall, but may be another month or so.
He might have some figures that show an incrise in XOne interest in September. Was that enought for that a big of a lead? I don´t know.
EDIT: He was very accurated last month http://www.vgchartz.com/article/251840/analyst-ps4-sales-down-in-august-xbox-one-and-wii-u-sales-jump/