Arcadia says hardware sales increased by at least 50% year on year, with software up about 20%. Retail dollars increased by about 25-30% to about $1.6 billion, compared to $1.3 billion in November 2005.
Xbox 360 unit sales topped a minimum of 500K units in the month, probably more, with 200K in Black Friday week. Retailers attributed the increase to strong sales of Gears of War and "chronic press coverage" of supply constraints on PS3. Microsoft is now on track to sell through about 4.25 million units in the US in calendar 2006 with an installed base of around 5 million units.
As is well known, available quantity of PS3 was probably less than 150K units at launch, with a further 50K creeping into the channel in November. The low tie ratio for PS3 is blamed on eBay resale speculation with some retailers reporting less than 0.5 software units per hardware unit. Arcadia says a 600K total sell through for the year is reasonable.