Amnesia said: How do we explain that the PS4 for this quarter has shiped more than the Switch, when we could actually see the really far opposite result with at least Japan and NPD reports. Even if VGC adjusts the Switch lower...There is something weird here by reducing the transit stock that much, when the console was actually selling 26% faster than last year same quarter. |
Yeah, I think it's likely that Nintendo is trying to reduce the number of units in transit to make way for a new model. It's definitely not overtracking: In their investor presentation, they acknowledged that sell-through in the March quarter was 35% up YoY in Japan/North America/Europe.
https://www.nintendo.co.jp/ir/pdf/2019/190426_3e.pdf