Worldwide Charts Yearly Total - October 13th

[DonFerrari]

Intrinsic said:

DonFerrari said:

I haven't mixed both. But considering Switch isn't at scarcity anymore with months without Switch easily available it already have over 1M in the channels, so if they sell 17-18M on the FY and ship another 2-3M for the stuffing the channels they would have issues for the next fiscal year.

Do you really think 1) stores are going to request so much over their need to help Nintendo stuff the channels and 2) will it look good when Nintendo make a projection for FY19 much lower than FY18 and end up looking as they are in decline?

The only way this would make sense is that they think they will sell like 24M in FY19 and only be able to produce like another 20-21M, so they need the extra production during this FY to have enough stock.[(

Exactly, I am foreseeing that being the case too.

I don't know about the 24M in FY2019 though, but I am almost certain that if they insist on shipping out 20M (and are even able too cause stores have to accept those shipments for that to work) then they will have to ship less overall in the next FY. Just like sony did last year or so. Its not the end of the world though.

However there is still time, at the quarter report in january they can revise their shipments down by like 1M or just leave it as is.

And it's quite different to have your forecast of year 5 lower than year 4 (and not that much, with they still shipping more than projected every year so far) than to forecast year 3 below 2 and by considerable amount while not keeping up.