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Seece on 23 October 2014
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JustBeingReal said:
Seece said:

No they don't, because these figures are for investors and what they have sold (and if they have sold to retailers that's what they have sold) all that matters.

The numbers arn't released for the purpose of armchair analysis on web forums.

 

And whilst I don't agree with Toast's figures, shipments are most certainly not useless when it comes to this kind of discussion.


Yes they do, because shipped figures by themselves don't give investors any solid basis in fact for what direction that part of the business is going in. Shipments aren't an accurate measure for what the actual cashflow is back to the company and investors want as accurate information as possible to make their judgements on where they're going to invest.

 

It's not about web forums, it's about everyone that could potentially buy stock having accurate sales data to make educated decisions on where to invest or knowing exactly what is going on.

 

Shipment data by itself is useless, because it's not telling investors what the actual reality of the sales situation is. As far as this discussion goes Toastboy made his thread claiming what the sales were, based on the shipped data (not even a solid shipped figure for XB1 at that), it's about as useless as for arguing actual sales as you can get.

 

The best anyone can say is X and Y company shipped X and Y amounts.

There's no evidence for the sales and sales are what this thread is about, right?

It does though, because at worst sales will lag shipments by 6 months. MS/Sony/Nintendo can't keep stuffing the channel infinitely, those systems have to be sold, and if they don't sell you get a really low Q in shipments.

Nintendo give much more of a breakdown because they're solely videogames, MS and Sony don't need to because they're much bigger than that, and if anyone is thinking of investing in either because of their videogames business (why on earth would that be the case for MS ...) they would subscribe to trackers like NPD anyway.