Global Hardware 16 February 2019

[Bofferbrauer2]

zorg1000 said:

Bofferbrauer2 said:

Yeah, Japan outselling Europe doesn't seem right with those numbers. However, most of it came through the holidays, as in June, after 3 months, Japan was slightly in front.However, in Summer Europe passed Japan by quite some margin, leaving me to believe Goldenweek might have been the main reason for the lead in Q1. So Europe probably undertracked, but not by very much. 

Well that's shipments and that's not Europe, that is Other which also includes Australia, Asia & Africa.

I dont know how to post it but in their presentation they gave sell-through numbers for Japan, North America & Europe.

But overall you're right that pretty much all of that lead came from the holidays, Europe & Japan were each around ~1.1 million from April-September.

Yeah, but go to Page 7, chapter 7 on those documents. I know it includes both software and hardware, but there it clearly says Europe. Other is a different category, and if you would combine it with Europe they'll blast Japan out of the water saleswise. And I doubt that comes from software sales alone. Let's see that chart, shall we?

Until June:

Japan	Europe	Other
28910	26881	18882

So as you can see, Europe is just slightly behind Japan, even without the Other

Until September:

Japan	Europe	Other
76711	91510	37586

So Europe has overtaken Japan on it's own and by a pretty large margin. In fact income from Europe almost doubled.

I can't believe that all of it would be due to software.Besides, the one you are quoting has Japan 50 vs Other 70 in June, while it's a 114 to 193 in September, so it's not hard to imagine that In June Europe was trailing but during summer more than caught up in terms of sales.