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Intrinsic said:
Whats the surplus from the last FY?

Cause whatever that surplus is plus what they plan on shipping this year can paint a better picture of how much they really plan on selling.

At the end of Dec it was 73.6 million sold and 76.5 million shipped so a difference of 2.9 million.

They shipped 2.5 million last quarter but according to NPD/Media Create, US+Japan alone sold ~1.7 million and since Europe is their strongest region and factoring in RoTW than sales should be over 3 million for the quarter.

 

Its highly likely they sold more than they shipped last quarter to get rid of excess stock.

Last edited by zorg1000 - on 27 April 2018

When the herd loses its way, the shepard must kill the bull that leads them astray.