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Bofferbrauer2 said:
Winter is always where the shipments from the holiday season that couldn't be sold then anymore is going to be sold, hence why the stocks are shrinking in that period. But 900k is a whole lot and I don't think that's true, 600-800k seem more reasonable to me. Not very much lower, but still... |
Yeah, it's definitely possible for sales to exceed shipments, as that's frequently happened with PS4 in the March quarter. It's just really bizarre for colafitte to say that the VGC data makes him think that Switch will miss the target. At the end of March 2018, Switch had 17.79M shipped and VGC says 15.87M sold, which makes a gap of 1.92M. At the end of March 2019, VGC says that Switch is at 32.93M sold. For Switch to end up missing the fiscal year forecast, its shipments need to be under 34.79M: This means the gap between sales and shipments can be 1.86M at most. The only way for Switch to miss the forecast is if it has fewer units in stock now than it did back at the end of March 2018, despite selling at a 26%+ faster rate worldwide in the first quarter of 2019. If 1.86M is too much to have in stock at the end of March, according to colafitte, why was 1.92M not too much last year?
