@Welfare
What's your source for Series consoles selling more than 210k last month? I see nothing indicating that.
You do realize I'm the "source" for Xbox even being at least 210K right? It was the absolute minimum Xbox would've been with Switch at ~250K and PS5 ~420K. And here's the math on that.
Total January 2024 revenue: $378M
PS5: 300K PS5 ASP = $495 = $148.5M | 120K DE ASP = $53.4M | Total: 420K ASP = $481 = $201.9M
Switch: 250K ASP = $300 = $75M
XBS: 130K X ASP = $465 = $60.45M | 80K S ASP = $295 = $23.6M | Total = 210K ASP = $400 = $84.05M
Total for all 3 above = $360.95M = $17.05M left over. I typically put Others + PS4 to equal around $10M or less, meaning $7M wiggle room for the other consoles. I would genuinely put that to XBS because I stopped at 210K precisely because that was the 2:1 mark, and getting XBS to at least that much was good enough for a public post on estimates, which was laid out exactly like
PS5: ~420K
NSW: ~250K
XBS: >210K
An additional $7M in revenue for XBS would be 140K X and 90K S = 230K ASP = $398 = $91.65M. That leaves $9.45M for Others + PS4.
You are way overestimating the Target numbers. Series S sells virtually zero units at most big shops. Gamestop, the retailer with the biggest market share has PS5 in #1, #2, #3 and the PSP in #4! Series S is always far down the bestseller list, same with Best Buy and the retailer with the 2nd biggest market share: Walmart, where PS5 is consistenly outselling Series ~3:1 since start of February.
As far as I can see, Target even has PS5 supply issues. I repeat Series S being #1 for a while there is probably below 10k units.
PS5 has zero supply constraints anywhere in the US at any big retailer.
PS5 Amazon lost sales from January to February and if you look at only Walmart minimum sales, the increase there only negates the loss at Amazon.
Xbox would also have that kind of sales negation between Target and Walmart. I'm telling you why Walmart saw a drop in Xbox sales from January to February. January had a bunch of those $269 Gilded Hunter bundles that then became way less available to in February. You can look back at those posts above to see that trend down. Every other main Series S SKU (not including the 2022 Holiday) gained in February. 7K minimum GH bundle was lost due to that drop. I'm just saying, two weeks of sales for the #1 SKU at Target is going to equal somewhere over 7K.
Looking at the ratios for Walmart between both months would only make sense if the market conditions everywhere else also remained the same month to month, but we know that isn't the case. Walmart ran out of the $269 S and Target had the S on sale for $269 for 2 weeks and $219 for a few days. Xbox also saw a very tiny drop in sales over on Amazon month to month, less than what PS5 fell by.
Minimum sales being a 3:1 difference at Walmart in February only happened because of what laid out above. Less units of the $269 S at Walmart, Target had a $269 deal with a crazy $219 deal sprinkled in. Again, Series S Starter went from #6 there to being a clear #1 for two weeks, still registered as #1 days after the sale ended. Target is also a big retailer for video games and is one of two retailers Switch was consistently above PS5 despite the nationwide results being PS5 > NSW. For all of January, Switch was above PS5. Now in February, Xbox and PS5 are above Switch. That alone is indicative of how well the Series S did on sale, for it to have jumped not only over PS5, but Switch at Target.
Edit:
Looking just at the best selling console charts doesn't show how abysmal Series S are outside of Target and Amazon (at least outside of holidays).
The SM2 bundle is currently 5th best selling item of all Best Buy items, PS5 Slim at #33 (used to be ~#14 before SM2 bundle was discounted), PS5 DE at #52, Series X at ~#60 and Series S at #163. I assume Gamestop will be very similar.
That's all in the March period, after the SM2 bundle price drop.