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Barkley said:

It's a bit weird they're sticking to a 20m forecast, if we compare to PlayStation.

PS4 : Q1 - 3.2m. Forecast - 17m
Switch : Q1 - 1.88m Forecast - 20m

The forecast is 3m higher but they're already 1.3m behind, are they really going to outship PS4 by 4.3m over the next 3 quarters?

Sure I think their FY shipments will be more skewed towards the holiday than PlayStation but not by enough to reach 20m.

Ive said in the past I expected them to overshoot but still reach 20m. (18.5m to consumers, 20m shipped for the fiscal year) but I don't think I believe they're going to do that anymore.

I think the holidays could have a 10+ million shipment. I think a good comparison is Wii in FY ending March 2010.

Q1-2.23

Q2-3.52

Q3-11.31

Q4-3.48

FY-20.54



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