"PlayStation 3 Black Friday bundle sales increased 15 percent, and total PS3 sales including hardware, software, and peripherals grew 9 percent compared to last year. "
Your point? It's a combination, considering PS+ grew 295% ... it's still telling they didn't say it ws their best BF ever when they did last year. If it was, why wouldn't they again?
There was definitely rather large overshipment during last Christmas quarter. In US they were up for quarter (10%) but not that much as in december sales were actually down yoy. What data we got from European countries sales were flat or sligtly down and well Japan lol. Then they shipped 1.8 million more compared to previous year. Definitely overshipment.
No, they simply shipped too little during Q4 2010, thus the big 2.7 shipment in Q1 the following year. (There were actual
reports on shortages rather than just hearsay like some things people spout.)
Some of that 2.7 should have been in the 6.5 Q4, because MS never do that well in Q1.
So you've already pointed out they were up in US, flat in Europe and more or less flat in Japan last holiday, which means they sold more, though not much.
Given what I just said, that some of that 2.7m from Q1 should have been in Q4, comparing 8.2 to 6.5 and saying "lol they were only up 10% in US yet shipped 1.7m more, overshipped"
is stupid.
The likelyhood is they should have shipped 7.6m in Q4 and 1.8m (still their best Q1 ever riding off Kinect) meaning they only overshipped something like 500k~
The 1.4m this Q1 is perfectly normal figure and doesn't suggest overshipping. 08 and 09 they shipped 1.7 and 1.5, but they also sold to consumer more consoles in those periods than this year. You realise 360 sales have been at all time lows at points this year right?