April NPD (Circana): PS5 #1 in dollar sales, switch #1 in units

[KiryuRealty]

Man you people love me.

Be real, there isn't enough information from the NPD report to claim one thing over another definitively. We're assuming Switch is only 400K (could be higher), PS5 didn't fall >50% (it's possible, sales trend in the UK is not 1:1 with the US), and that Xbox takes the remainder of hardware revenue (since there is nothing to work with by NPD). Your cries of Xbox overestimation are baby like when GamingCJ didn't even say anything other than Xbox must fall in line with PS5 because it happened in the UK. Europe had Xbox up 19% in April, any of you going to argue Xbox sales are up YOY in NPD?

Also you people need to get your heads out of the sand regarding Series X shortages. You're living a deluded reality that has been proven wrong again and again.

Since coming back in stock at Amazon the Series X $499 sells on par with the PS5 $499. The Forza bundle was floundering in the 60-120 range for the past two months

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The initial batch of Series X $499 stock sent to Walmart .com at the start of the month was selling on par with the PS5 $499 until the Series X sold out.

Series X $499 is still in low supply at GameStop and Target, and Best Buy still has it listed as a "High Demand Product". The Series X is supply constrained and as seen by Walmart and Amazon, the weak as fuck Forza bundle is not what people want. Look at the God of War bundle after it went back to $559. People aren't buying it in the huge numbers they were the past few months.

You must be an exhibitionist, considering how much you just LOVE showing your ass.

Keep stanning!

 

[KiryuRealty]

The assertion that Series X is supply-constrained just doesn't hold any water. You would hear news reports about TSMC having problems in filling orders for the SoC, or some other critical part of the parts list.

What's far likelier is that retailers are keeping lower stock levels of the X pending Microsoft releasing some marketing funds to clear the mountains of S stock as a condition, or that they are just seeing low demand and adjusting their stocks accordingly.

It’s established MS behaviour to require a retailer to buy bundled inventory, like requiring that you take 4 Series S to get 2 Series X. It is done because MS reports sell-in numbers on their financial filings, when they give numbers. It backfires if the forced product is undesirable in the market, and MS has the corporate ego to refuse to change their tactics. This is likely playing some part in the alleged shortage of Series X and the mountains of unsold Series S out there.

 

[Alabtrosmyster]

The assertion that Series X is supply-constrained just doesn't hold any water. You would hear news reports about TSMC having problems in filling orders for the SoC, or some other critical part of the parts list.

What's far likelier is that retailers are keeping lower stock levels of the X pending Microsoft releasing some marketing funds to clear the mountains of S stock as a condition, or that they are just seeing low demand and adjusting their stocks accordingly.

There is no way they have issues supplying around 100k units per week worldwide (it seems to be the ballpark, taken from a site that always overestimate xbox sales).