The GamesBeats Decides podcast spoke on this and Jeff Grubb's conclusion as to why Microsoft sold so many consoles in June makes more sense than anything I'm seeing in here from either side of this conversation.
1:07:07
Microsoft strategically allocated a lot of units to NA during June because they had intentions of having a Big E3 this year. To put it simply, Micorosoft had the most revenue on their patform last month because they took E3 seriously while Sony decided to not participate. Sony will probably do the same whenever they have their next big State of Play or whatever they have planned.
I literally said this lol
E3 helped them out in a big way. As much as people want to try and count out E3 as long as Microsoft keeps doing it and doing them well they probably shouldn't.
E3 was a big win for both Nintendo and Microsoft and that translated to sales and good PR.