Ryng_Tolu said:
Teeqoz said:
What about it makes no sense?
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Literally what you said.
"Now of course, there is a possibility that they sold fewer, despite shipping more"
This is true. You are way wrong here though:
"it seems more likely that they also sold more when they shipped more."
No, is not. Do you really think is likely they sold more only because they shipped more? There are a lot of reasons why shipments can looks higher. Let me tell you an example.
PS4 was up YOY in USA, Japan, and UK for the first 3 months of 2016. Is likely that PS4 was up YOY Worldwide with all those 3 countries be up. What shipped Sony in Q1 2016 and 2015?
2015 = 2.4 million 2016 = 2.3 million
Does this mean PS4 is most likely down YOY because they shipped more last year? no. They were down YOY because by end of 2015 they overshipped MASSIVELY the PS4, like there were 1.8 million units in store. That's why they didn't shipped much in the firsts 3 months of 2016, the stock was already high.
But, we only have data for USA, Japan, and UK, and in those 3 countries which are also the most importants, we know PS4 was up. So no, in this case, shipments really doesn't mean much.
Same now. Only because Sony shipped what? 400k more than last year? this doesn't mean they sold more. Look at official sales from Sony: PS4 was at 40 million sold by the 3 week of May 2016.
Then, they shipped 43.5 million by end of June 2016. 3.5 million difference? Ok, let's say PS4 sold an (optimist) 200k the last week of May WW. that's +40.2m.
We know it sold 235k in USA, and 120k in Japan in June. Let's be WAY generus, and let's say they sold 1 million in June 2016 (which looks way high considering USA and Japan numbers)... that's 41.2m units sold... in any case, there are MINIMUM 2 million units PS4 in stock by end of June. This mean PS4 was overshipped back in June.
Then, they shipped 3.9 million units the others 3 months. This mean that, if before PS4 was overshipped, they should AT LEAST have sold more than what they have shipped from July to September 2016. But, doesn't look even possible.
Official numbers, 600k in USA in July+Aug+Sep. Japan is 330k Jul + Aug + Sep
USA+Jap is under 1 million. Do you really believe PS4 has sold 2.9 million outside USA and Japan in ONLY those 3 months? Doesn't looks likely, so this mean Sony has overshipped PS4 again. Right now PS4 is severely overshipped.
You see the point? If PS4 is overshipped so much, doesn't make sense talk about shipments saying "it's most likely selling more because shipments are better".
To be fair i'm not saying PS4 is down YOY... it can be, but in anycase, shipments is the worst thing you may look at.
EDIT: Ok i noted that i used a lot of math in my comment. Have you understand or should i express myself better?
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