They've not been too truthful with the community over their supply chain issues. At the peak they were still making north of 100k units a month. It's just that over 95% of those were being sold in bulk to direct B2B customers whilst they made record profits.
It's been a rough few months to be a pi community member. The 'its totally a supply problem, out of our control' attitude of the company, and then the uncivil outburst of the co-founders wife on the official Pi social accounts didn't do them any favours. That one was made worse by well known and respected former employees chiming in and mentioning that it was how the company was internally probably didn't help.