thismeintiel said:
Ah, the old overshipped argument. The problem with that is if that is the case, then the following slower quarter/s retailers will lower shipments to get rid of the extra stock. Care to explain to me when that occurred, because: Q1 2016: 2.3M vs Q1 2017: 2.9M - 600K in 2017's favor, total I guess they just love having mountains of unsold PS4's lying around at all times. So, yea, like I said, it will be 3M-4M ahead. And shipment data is the only concrete data we have. There are no estimates involved. |
Interesting how you exclude the holiday quarters.
Q4 2016: 9.7M vs Q4 2017: 9.0M
Both years had total shipments of 19.4M. And contrary to what you say, shipment data isn't the only concrete data we have, because Sony has announced PS4 sell-through at the ends of every calendar year to date.
End of 2015: 35.9M
End of 2016: 53.4M (+17.5M)
End of 2017: 73.6M (+20.2M)
PS4 shipped 1.9M more than it sold during 2016, and it shipped 0.8M fewer than it sold during 2017. Your data reflects the fact that PS4 had faster sell-through in 2017 than it had in 2016. It doesn't rule out over-shipping during 2016.
Last edited by StarDoor - on 15 December 2019