PS4 Won October NPD (PS4 > NS > XBO)

[zorg1000]

Megiddo said:

zorg1000 said:

It's essentially flat YOY for the first 10 months on the strength of last years evergreens along with a handful of mid-tier titles (Kirby, Donkey Kong, Mario Tennis, Mario Party).

To think it wont be comfortably up once actual major system sellers appear seems a bit odd to me.

Yes, it is flat YoY against a year where Nintendo couldn't manufacture enough Switch units to satisfy demand resulting in stock shortages. I'm not sure why you think that's odd. Do you think that the Switch would be even remotely close to flat YoY if Nintendo didn't have widespread stock shortages last year and could actually meet the demand for their product as they have been doing so for this entire year? Do you think that the stock shortages didn't have any impact whatsoever on the first two quarters of FY17?

Stock issues were solved everywhere outside of Japan by this point last year. Calendar year shipments through September are 2017-7.63m vs 2018-8.00m so basically a wash when factoring in Japan shortages.