I knew it! I was the only one who predicted that combined NSW+PS5+XBS sales would be under 1M, and when the NPD results came in and we saw that sub-$300M hardware gross figure I had a feeling I was right. My reasons might have been flawed, but my intuition about April not being a huge month served me right. It's nice to see my intuition serve me well for a change.
Now let's look at the numbers.
Last year, the total hardware gross was $420M off of 1548k units (the S/P/X % split was 52.2/26.55/21.25), an average gross of $271 per system. With newer, more expensive systems in the market, the amount of money spent per unit had to have grown, meaning that 30% YoY drop in revenues would have to translate to a unit sales drop of greater than 30%, which would put this April at or less than 1M units. And so far this year, the per-system average looks to be a good bit higher than last year.
I know what estimates we have aren't exact, but with the PS5 & Series X on the market it's clear that per-system spending has increased. Assuming the PS4 & XBO are about 5% of the market in terms of units, then based on what estimates I've seen here (at least I think it was here) the per-console average this year has averaged around $350 per system, maybe a bit more. With the total HW gross for April being only $296M, unless the per-system average dropped big time from Q1 to back under $300/unit, there was no way the unit total could exceed 1M. Keeping with that $350/system estimate, we'd be looking at 845k units sold. If it was only $325/unit, then 910k units.
We still don't know the exact platform split, but 60% market share for the Switch (better than its Q1 share, but still likely if April was particularly rough for Sony & MS) would put it at 507-546k, leaving Sony & MS to split the remaining 338-364k. If the Switch's share was closer to 50%, we're looking at around 422-455k for it and for total PS+Xbox sales. That means the PS5 and Series X|S have to be at best around 400k combined, and possibly as low as 300k combined (again assuming the PS4 & XBO are 5% of the market). I think a plausible platform split could look something like this:
Switch: $138.9M (505k units at $275/unit)
PS5+XBS: $146.25M (325k units at $450/unit)
PS4+XBO: $10.5M (35k units at $300/unit)
Total: $295.65M (865k units at ~$342/unit)
Of course, that's assuming my estimates of money spent per console is on the dot. But you can fudge the numbers a bit to get that ~$296M gross with other platform splits and/or slightly different per-console expenditures.
Hopefully we'll get more exact numbers at some point.