So... Will Nintendo be able to ship those 20 million Switch units?

[zorg1000]

colafitte said:

zorg1000 said:

So you have them doing 18.5 million and think people are crazy for thinking they will come close to 20m?

Eh....no?. If my maths are correct, i'm expecting 9'5M-10M + 2'5-3M for Q3+Q4....that's 12-13M Q3+Q4 so 17-18M for the FY2018. I think 18M+ is possible, i think 19M is not possibe, i think anything 20M or more is ...i think i used the word "nuts".

Your Americas numbers dont make sense though. You have 4.25-4.5 million when actual sell through will be that much.

USA Oct+Nov was over 1.6 million, insiders are saying 2-2.5m for Dec putting USA at 3.6-4.1m. Canada is about 10% of USA so 4-4.5 million for USA+Canada. Latin America will be another couple hundred thousand so 4.2-4.7 million sell through for Americas meaning shipments would need to be closer to 4.5-5 million for shipments.

If your Americas numbers are low than your Other is likely low as well since it has remained consistently 80-90% of Americas.

 

10 million is the minimum this quarter, not the maximum and Q4 doing the same or worse as last year doesn't make much sense either when looking at all the momentum it has at the moment.