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torok said:
Bandorr said:
So even with huge supply issues, Switch outsells Xbox one every month it has been out.

I'm not sure how "big" being down 28 percent is, but being up over 60 percent is gotta be super huge.

TBH Sony was holding a price cut for PS4 last year, it even ended up barely up YoY and mostly because of a great Q4. With the deals for the Holidays putting it at 200 bucks with one or two games, it will fly off the shelves. Anyway, it's good to see it up by 60%. It won't bet up YoY for that amount, but a good start can lead to a decent yearly increase.

Being down 28% is a sign that X1 is starting to lose sales to PS4 faster and that helps us to explain why PS4 is up YoY by such a huge margin. I think it's similar to PS1 vs N64, where the fight was a bit close in the first years but then it simply became an onslaught. A lot of people here say that profit is what matters and that sales are important just for forum dwellers. But it's clear that when you control a big share of the market, it's easy to use these number to continuously erode the share of your competitors and that leads to profit.

The demand for Switch is also great. Nintendo just has to continue releasing good games on it to keep sales high and that will attract some 3rd party support. It won't get all games, but if at least gets 1/4 of them it's a great deal. 

Market share is extreamly important. With an ever growing ecosystem growing well beyond games, the more people they can connect to their store, the more revenue and profits they will see in the future. This is why I think they will continue to drive down prices, even in this an already strong position, along with adding new form factors to reach even more people. The ultimate goal is to get as many people as possible on your platform, and keep them connected and buying through your ecosystem in every way possible.



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