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Mnementh said:
zorg1000 said:

Last year Switch shipped like ~7.2 million from Oct-Dec with Mario Odyssey in Oct (~9m) & Xenoblade 2  in Dec (~1m) as 1st party titles.

This year has Mario Party in Oct (~1m), Pokemon in Nov (~10m) & Smash Bros in Dec (~10m) as first party titles.

On top of that, this year could have holiday bundles/deals unlike last year. It wouldnt surprise me if they ship 10 million Switches in that quarter alone.

I'm aware how holidays drive sales. But still I think they'll fall short. I think Nintendo needs to ramp up to 200K weekly at the end of Q2.

Well if they do ship 10 million over the holiday quarter than they need to average ~3.33 million in the other 3 quarters.

Last year the 3 non-holiday quarters averaged 2.6 million. Q1 only did 1.96 million due to severe production shortages, thats no longer a factor so shipments this quarter should be higher even if sell through is slightly lower.

Also with Pokemon+Smash in Nov/Dec vs Odyssey in Oct last year, it should cause for bigger post-holiday momentum so Q4 should be higher.

 

Even if they miss their target, they should still be pretty close.



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