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thismeintiel on 30 July 2019
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zorg1000 said:
thismeintiel said:

Hardly. The Switch Lite doesn't come out until September. And it wasn't even announced until July. All of these results are up until June 30th. Nintendo would not be under shipping at this point in time. Maybe in the month leading up to the Lite release but not 3-6 months before.  

As for Sony, they are most likely going one of two ways. Either they are not dropping the price, instead relying on bundling, or they aren't expecting much in the way of a rise in sales with just a $50 permanent cut this year.

I'm not talking solely about the Lite, I'm also talking about the improved sku with better battery life that is replacing the current model and releases in August. They are absolutely trying to lower the amount of stock of the current model.

Both of those things would have been factored in with the initial FY forcast, the most likely conclusion is that the Q1 sell through was lower than expected so they adjusted the full year forcast to reflect that. PS4 sell through is down YoY in every region so shipments being flat doesnt make sense unless it was overshipped.

Again, this month would be the month we would see that, not last quarter. Which is probably why we saw the momentary out of stock for the Switch at a few places.  We also don't know if the the new Switch will replace all models at the start or if it will be a slow sprinkling region by region. I believe, so far, only Japan is confirmed.

We don't have actual numbers for every region, so it's impossible to tell if that is the case. I do know there is a limit to what stores will take. They won't take in shelves and shelves worth of product if they know they already have shelves and shelves of stock to sell. Especially in this slow time of year.