| Soundwave said: It's odd because the Q1 the PS4 just had is better than any Q1 the Switch has ever had and was a very solid start to the fiscal year. There's virtually no YoY decline from last year's Q1 which was 3.2 million. They may be forecasting in China tarrifs forcing them to up-price the PS4 later in the fiscal year which they have warned about. |
Like I said earlier, shipments were flat YoY but sell-through probably wasn't as high as they were expecting. We have gotten data for places like US, Japan and i think a few European countries and all tell the same story of a pretty notable decline (something like ~30%)
When the herd loses its way, the shepard must kill the bull that leads them astray.







