Global Hardware 16 June 2018

[Bofferbrauer2]

quickrick said:

Bofferbrauer2 said:

US sales slump after March for tax reasons, European sales don't as it is handled differently there. Europe's sales have been more or less stable throughout this year, while Switch dropped a good bit down after march in the US. Pretty sure that's where the difference comes from. We're going to see in the investors relations meeting later this month how true it is.

Since switch came out, it has always outshipped Europe/rotw combined in the Americas in every quarter. Now were suppose to believe all of a sudden europe alone, is doing better the north america numbers, all i could say is ok...

Don't forget Americas is all of America, North, Central and South. While the US are the biggest chunk by leaps and bounds, it's not just them contributing sales to that statistic.

Also, I don't know if you remarked it, but have another look at the shipments. The gap between Americas and others has been constantly shrinking over the last few quarters, I don't think Americas will boast a big lead over Others anymore in the next report.

Don't get me wrong though, I'm not saying that Europe ain't overtracked. I'm just saying that it's probably much less so than you're expecting it to be.