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colafitte on 30 July 2019
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Bofferbrauer2 said:
colafitte said:

And Switch seems to have done 2'1M shipped this quarter and it's 36'87M shipped lifetime in total....It has to be overtracked here, right?

Yes, certainly a bit. Not too much, I presume however, due to the new models incoming and shortages already showing up left and right, which means not much in transit.

I'd say PS4 is about 300k undertracked and Switch the same amount overtracked

That could be possible.

I really think PS4 is going to show a huge decline in next Q2 compared to last year and they seem to expect another great decline in Q3 too. So i really think they must have overshipped this quarter. If they have surpassed 100M shipped by the end of June it won't be too surprising if they in fact sold around 98M to consumers.

As for Switch, 36'9M at the end of June should mean (despite preparing for Switch Lite) that Switch must have sold around 35'0-35'5M to consumers.

So yes, Switch should not be too much overtracked, a few 100k's but PS4 must be close to 1'0M at least undertracked in my opinion. 3M or more in transit in this period of the year is just too much, it's Holiday season levels. 2M in fact is already too high in normal conditions but i can believe it possible.