Thanks @Trunk! :)

Will be really interesting to see the numbers when the holiday season starts, as Sony still holds their 18m forecast.

By the way, I didn't find the theory of 40m PS5s so absurd if there had been no shortage.

All in all, it looks like a good holiday season is imminent. And that availability will be even better in 2023. If Corona doesn't come up with a nasty surprise.

Not playstations most impressive quarter, but subscribers up by 1 million is significant. I would have expected a decrease.

They launched their new subscription tiers during the quarter so it’s hard to say if a 1 million increase is good or not. 

Seems kinda accurate and numbers that a lot of companies would dream of after 3-4 months after launch. 

Anything's possible, but the fact is it no matter the reasons it didn't happen so everything else is supposition.

Even in normal times without covid and supply and logistic constraints there are other factors like manufacturing capacity, and once you reach that capacity, it takes time to bring extra capacity to the market it isn't as simple as turning on the tap.

Just like any other situation with peak stock demand while wanting to meet that demand you also don't want to overreact and  end up overstocked once demands been met, meaning even without covid just because 40 million consoles in 21 months is on the table it doesn't necessarily  mean it's going to happen, rather than prioritising filling the demand above everything else you may instead aim for a steady increase in supply that while not filling 100% of demand in the short term it will hopefully alleviate most of the demand pressures while limiting the peaks and troughs.

Real World it likely would never happen, but Wii and DS likely could have hit that mark if enough inventory was available, but real world constrains prevent it.

Sony and the PS5 are in a very strong position IMO. It's just a matter of time (and parts) for the PS5 to start braking sales record for the PS family at least. PS5 is a great console with an amazing transition period so far.

Sony has a relatively sizable hardware problem that would've been really hard to foresee prior to launch. Not only did covid hit, but the PS4 to PS5 was one of the smoothest transitions in PS history, so who wouldn't want a PS5 asap?

People like me won't be buying newer games without a PS5, especially first party games. We want to play them on a PS5. I still don't have a PS5, but when I can fairly easily pick one up, I'll be grabbing many of those titles that have been on the shelves for quite some time. Years for some of them.

Games like HFW and GOWR will grow in sales slowly over time. The longer those games sit on the shelves as buyers wait for a PS5 to play them on, the cheaper they will become, and the less Sony will make on them, especially compared to their predecessors.
Then there's the recent PS Plus upgraded service, and the longer it takes consumers to get a PS5, the more likely those titles will have landed on Plus, so many won't purchase the game again separately, assuming they've signed up for Plus.

This gen is somewhat opposite of last gen. This time PS had enough (good) games since launch, but hasn't had near enough hardware supply.

This seems a very likely scenario. Hope you can get your PS5 soon.

I know a friend that is holding the purchase of the games until he can afford to buy a PS5 (it is possible to buy a PS5 for MSRP in Brazil within a month if you really look or have the tracking groups). But he wants to save the money before.

Until that time comes I'll continue to purchase some PS4 games, but not AAA cross gen titles. Those will clearly be a considerably better proper experience on PS5, and I don't replay many story driven games unless they are really something special. I typically don't get a new console until the first or second iteration is out, so it's not like I expected to have one way sooner, but everything has just lined up that I'd have one by now if I could more easily grab one. Maybe Sony can slowly stock up a decent size stash by the holidays. That'd be nice.

Hopefully this wasn't what Sony meant back then by Greatness Awaits.