It's what the $350M hardware revenue roughly translates to.Source for shipment #s?
~7M in sell through vs ~8M in shipments. There's always a gap between the two. Sony shipped 22.7M in 2023 and sell through was >21MI think you are overestimating global XS sales for 2023 because there is nice data for the whole PAL territory in 2023 where PS5 outsold XS more than 3 :1 and NA territory almost 2 : 1
Circana 2023
PS5: 6,710,000 (+19%)
XBS: 3,780,000 (-16%)
If XS reached a 7 mil. for 2023 globally, that's max.
PS5 globally for 2023 was +21 million. It must be more than 2:1 over XS LTD.
Like I said above, there's always unsold units at the end of the holiday quarter, in fact there are millions, especially for Xbox because Microsoft historically over ships in that quarter, leaving the January to June period pretty bare compared to PlayStation and Nintendo.For some reason he thinks hardware shipments are completely divorced from sell-in like retailers are just going to accept millions of unsold units to sit in warehouses and on shelves lmao
There isn't going to be less than 1M units unsold after December unless the system stopped production. We can also see Xbox needing to ship less units than they would've liked to recently because of the low hardware revenue last quarter versus what sell through looked like. With US Q1 2024 and estimating worldwide sales, XBS probably sold through ~1.2M. Compare that to an estimated 800K shipments, that's a deficit of 400K. Retailers have less Xbox's than 3 months ago.