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Paatar said:
Barkley said:

So they plan on shipping 2.9m units from December 31st to March 31st... what's the issue? Sold through has been adjusted on VGC to 13.8m.

Yet again this number (14.86m) is shipped, and no they wouldn't just change that without stating so.

The issue is that if they had sold 12.17 as of Dec 31st, which is what everyone is saying, that would mean they plan to ship up to 17.76m consoles as of March 31st? No. They can't be expecting to even sell 2m in that time frame considering the releases. Whereas upping the shipments to 17.76m from 15m, with sales being at 14.86m, having a little under 2m consoles is feasible for this time. 

Every number we're dealing with is a shipment number.

12.17 million is the number of Switch units that have been shipped so far in the fiscal year ending in March 2018: FY3/2018.

17.74 million is what Nintendo wants Switch's total lifetime shipment number to be at the end of March 2018. This is because they want to ship 15 million units total during FY3/2018. They already shipped 2.74 million units in FY3/2017. Add those together, and you get 17.74 million.

In order to meet their forecast, Nintendo needs to ship 2.88 million units in the January-March quarter of 2018. This is completely attainable, considering how they were able to ship 2.93 million during the July-September quarter of 2017.

Look at this chart for reference:

Switch Shipments Quarter Shipments LT Shipments Cumulative FY shipments                   
Q4 FY3/2017 (end Mar 31st, 2017) 2.74M 2.74M 2.74M
Q1 FY3/2018 (end Jun 30th, 2017) 1.96M 4.70M 1.96M
Q2 FY3/2018 (end Sep 30th, 2017) 2.93M 7.63M 4.89M
Q3 FY3/2018 (end Dec 31st, 2017) 7.24M 14.86M 12.13M
Q4 FY3/2018 (end Mar 31st, 2018) 2.88M 17.74M 15.00M
Last edited by StarDoor - on 31 January 2018