We don't have Microsoft exact info (I was hoping for a mention of 10 million sold through) but 10-11M is an extremely safe bet.
Sold through? Mind showing your work on that one?
But I'm with GribbleGrunger, when I hear about lead I think about a lead in actual units, not a ratio. When I want to talk ratio, I use that term.
Ratios are far more relevant that absolute numbers, and the latter can be fairly misleading. Look at the 2013 sales. 4.2M vs. 3M. A lot of people looked at that and said, "pfft Sony are only ahead by 1M units! That's
nothing!! So at the end of the generation, we're looking at 100M vs. 99M; MS are fine." As I tried to explain at the time, it's more correct to look at those numbers and say, "Sony already have a 40% lead,
right out of the gate!"
Another example of ratios telling you more than absolute numbers: sell-through in the launch quarter. MS shipped 3.9M and sold 3M, while Sony shipped 4.5M and sold 4.2M. A lot of people looked at those numbers and said, "900k in the channel is perfectly normal! Nothing to see here!" But if you look at the ratios, that's only a 77% sell-through in the quarter that Sony managed a 93% sell-through, and on a larger shipment. The writing was on the wall by New Year's, but no one wanted to see it.
"Sony only out shipped them by 10-12M this year! They can easily overcome that; the generation has barely begun!" No, Sony shipped like 200-250% of what MS shipped this year, and likely with much stronger sell-through. That ratio is likely to increase in 2015, just like it increased in 2014.
Apologies. I think maybe I got my english wrong when typing out what I was trying to say.
I think you were clear. A lot of people don't seem to realize that ratios are really what we should be focusing on here, because they better tell the tale.