kirby007 said:
i think we established in the past that a fast selling console having 700k-1m in transit isn't out of the ballpark |
I'm well aware of that, of course. I'm just watching the numbers and noticed something strange:
January 2: 204k (-50k), 9: 143k (-110k) 16: 132k (-120k) 23: 184k (-60k) 30: 180k (-70k)
so in January roughly 400k less PS5 sold than manufactured
February 6: 185k (-60k) 13: 220k (-30k) 20: 227k (-20k) 27: 230k (-20k)
so in February roughly 130k less PS5 sold than manufactured
March 6: 257k (0) 13: 279k (+30k) 20: 296k (+50k) 27:: 328k (+70k)
so in March roughly 150k more PS5 sold than manufactured
April 3: 257k (0) 10: 149k (-100k) 17: 156k (-100k) 24: 156k (-100k)
so in April roughly 300k less PS5 sold than manufactured
May 1: 168k (-80k) 8: 178k (-70k) 15: 232k (-20k, China launch) 22: 194k (-60k) 29: 257k (0)
so in May roughly 230k less PS5 sold than manufactured
It is clear that Sony does some flying in of April stock for the good fy end numbers (March 31), but the estimated numbers are consistently way below manufacturing numbers. My guess is Sony does more flying in stock than in previous generations and stock on ships could be as low as 500k.
We'll probably find out more in the next fy report.