48.5% of all software revenue in Q4 was digital. Don't confuse this with unit sales.
76.9% of the digital software revenue was made by download versions of packaged software. Again, don't confuse this with unit sales.
These aren't stats that allow to derive unit sales from them. David Gibson might have made the same mistake you did. Consider that if you turn the numbers the other way around (to determine shipments of physical copies), you'd end up with only ~6m physical games getting shipped. I don't remember the exact physical numbers for Japan based on Famitsu data, but I think they were above 2m for sell-through, meaning that Japan would have received more than one third of worldwide physical shipments which is hard to believe.
Given that boxed retail typically has a higher average price than digital software, it's fair to say you need a ton of digital games sales to get 48.5% of revenue. And there basically is no difference in digital or retail pricing for boxed retail titles. And AC probably made a up huge proportion of both in Q4.
And why would it be odd that Japan received a third of boxed retail units? Page 19. Japan total - 3.84 million. Rest of world - 7.93 million. It sold exactly 32.6% in Japan.
And I'm sure you noticed the massive increases for both digital overall and digital sales of boxed retail units over previous quarters. If AC didn't account for that massive jump....what did?
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