I'm not sure what you're asking for specifically since every stat I use is known. Prices, SKU availability via rankings, SKU splits thanks to Mat, any percentage changes thanks to Mat. I'm also not sure what "numbers match what you're looking to see" means, unless you think I'm cooking the numbers to what I want? That isn't how this works.
The problem isn't that you're using public data, the problem is your model and the discourse that it engenders whether it is accurate or not.
Mat doesn't always report splits and again, with the PS5 Pro launching you'll never know the correct split if he just breaks it down by physical and digital as the Pro is considerably more expensive than the digital and the disc version.
I'm not saying you're cooking the books, I'm saying that seeing your numbers match is making you overconfident that your model is accurate when it clearly has holes.
My initial estimates are good enough to get an idea of how each console is trending at the time. What I first estimated last year has been changed and my new estimates are based on those. Anything about PS5 being near 275K is not accurate, same as thinking Switch and Xbox are only at 100K.
The fact that you have to revise your estimates should give you pause for your model and clue you in to the fact that you're not seeing the full picture. I'm glad you're at least revising it them though.
You've historically given a heavier split to the XSS giving the Xbox more total units sold than it probably has. I'm not sure how you've undercounted the PS5, but you've done that as well.
Series X was because Amazon and Walmart were showing a high share of the digital X in January, but they did the same for December which wasn't seen nationwide so I thought other retailers would pick up the slack again. Turns out the severity of the X supply decline was drastic everywhere. I'm probably going to take retailer rankings less into account such as Best Buy, GameStop, and Target as they show way better results for the Pro than in reality, and the X digital and S are typically lower than what Circana data shows.
So rather than make your model public, you're going to adjust the model because there is a clear issue that you're only taking into account because someone is calling out your model... Honestly, think about that.
Peer review would have told you this ahead of time. You can do a random audit of Xbox availability simply by selecting a few random zip codes and checking xbox supply at various retailers compared to PlayStation inventory.
The anniversary editions did not sell much, they had no impact on the shipments last quarter.
You only think that because you're missing key context, which is that the anniversary editions were initially exclusive on PlayStation Direct and sold out on PlayStation Direct before they were ever made available at retail and once sold out at retail it becomes much more difficult to gauge at most retailers how well something actually sold. They absolutely had a major impact on shipments.
PS5 Pro did launch but at best only matched PS4 Pro launch sales worldwide. We unfortunately don't have much if any European data on the Pro after launch but the US decline is by ~200K and Japan was equal. Pro maybe did 1.5M, but if it's behind 4 Pro in revenue now in the US, at best US sales are only slightly above 300K as of this month. 1M - 1.5M is a likely range for Pro last quarter.
Did Mat P say it was behind in revenue or in units? I'd be very surprised to see it behind on revenue.
You seem to still be confused as to how Sony blew past their forecast. It wasn't the anniversary editions which are in a blindspot for you and it wasn't the PS5 Pro, and it wasn't Japan, and it wasn't Europe.. and there was no major release in China after Black Myth Wukong, so we would have already seen the boost in sales there in the previous quarter.
Sony didn't revise last FY's forecast until after the holiday quarter despite signs being there as of the September quarter that they'd fall below 25M shipped.
I accurately stated that Sony wasn't going to reach 25 million units despite the lack of a revision and I accurately assessed they would hit their forecast this year. What am I seeing that you're not?
PS5 had a much better quarter than it was trending towards off the back of the discounts and Xbox no longer competing. That isn't something the data was pointing to before October.
The PS5 was discounted last year as well. The PS5 significantly outsold itself this quarter compared to last. 9.5 million compared to 8.2 million. It did so with Europe down and Japan down.
Again, the boost was the 30th anniversary editions and the Pro, which anyone could see were going to create a boost.
Quotes from me in September:
They're going to have a TREMENDOUS fiscal year... Helldivers 2, Astro Bot, Wukong, CF25, PS5 Pro, Disc drive sales, anniversary plates and controllers...
tempered expectations on until dawn and lego horizon, but pretty confident they're going to have a better year on OI than they did last year.
Absolutely they are. I tried telling people for months here that sony was going to have a big push for their 30th anniversary. They have all the momentum and have had it since 2022.
It's absolutely crazy what Sony put together this year, albeit with some help from Microsoft. No one was expecting anything from them this year when it was announced they wouldn't have a flagship franchise release. Many at the time tried to suggest that didn't mean no good games, but they didn't want to hear that. That they could have a lock for GOTY wouldn't be on anyone's radar in May.
It's going to be a really strong few months for them.
- PS5 Pro reveal tomorrow
- Until Dawn release in October
- PS5 Pro release in November
- PS 30th Anniversary
- Lego Horizon Adventures by the end of the year
- The Last of Us Season 2 on HBO
- The Last of Us Part 2 on PC
All of this is probably happening before the start of their next fiscal year, which unless GTA6 gets delayed is going to be a huge year as well.