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Jumpin said:
fatslob-:O said:
No, with the recent numbers we have now the Switch is not performing well enough in sales to meet its manufacturer's shipment target ...

As it is now the Switch is projected to ship ~9-10M units for fiscal Q3 which will put it just under 15M units shipped with a quarter left to spare. It's going to be very hard to convince retailers to accept what is likely an extra 1.5M units of the system on top of their existing inventory ...

The latest I can find is their consolidated financial highlights report from October 30th where they reported no changes to their shipment schedule. Do you have any links where they say otherwise?

I don't think that's what he's saying.

Based on the sell through numbers we have gotten so far this quarter, it looks like Switch will ship something like 9-10 million this quarter which would put fiscal year shipments around 15 million with one quarter to go.

Q4 of last fiscal year was just under 3 million so something like 3.5 million seems likely this year. This would put total fiscal year shipments at ~18 million give or take.

 

It's hard to say for sure at the moment since we dont know yet how big December sales are outside of Japan and we dont know how post-holiday momentum will look either or what the software lineup looks like for Feb/March.



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