Intrinsic said:
This whole FY thing..... its just complicating things. Anyway........ So nintendo announced 20M shipment for the FY2018 - 2019 (Apr 2018- Mar 2019). That doesnt mean they have to "sell" 20M consoles in in those 12 months. Just mean they have to ship that many. Whatever the case you can expect there to always be around 1.5M to 2.5M NS consoles in the channels. So question is.. for Q1 and Q2 how many consoles did they ship? |
You're right that fiscal year sell through will be below shipments but looking at sell through numbers will help to see how close they will be to reach the shipment forcast. For example, if they only sell 15m in the FY than 20m shipments is not happening but if they sell 17-18m in the FY than 20m shipments is within reach.
Shipments
Q1-1.88m
Q2-3.19m
Total-5.07m
They will need something like 11m & 4m in the next quarters to reach it which will be very tough to hit.
When the herd loses its way, the shepard must kill the bull that leads them astray.







