Nintendo quarterly results (Switch 36.87 million)

[Bofferbrauer2]

Amnesia said:

I was just watching this...

https://www.youtube.com/watch?v=UHDytUyht7k

We have no clue about the last numbers of Labo ? the #4 was a flop ?

They should have looked for a way to combine 2 and 4, being the Robo and the VR kit. Since the former has a visor anyway, it just makes sense to me to put both of them together.

jonathanalis said:
Can we expect 30M Mario kart 8 deluxe lifetime?
For now, seems 25M is a given.

About Zelda, I don't think botw2 would impact botw sales. Part of newcomers that would buy Zelda botw would buy both now, because don't seems that botw2 is going to replace botw, like a mk9 would with 8.

At the rate it is going, it even has a shot at overtaking Mario Kart Wii, and that's without counting the Wii version. Mario Kart Wii, which btw is still selling and shows up regularly on the Amazon Top 100.

That reminds me, anyone has a clue if Nintendo made new shipments of MKWii this quarter again? I think there were 300k last quarter (or was that the holiday quarter?) iirc, so it's not impossible.

Soundwave said:

StarDoor said:

Weird way to low-ball. Aren't you supposed to start with the lower target? Sony projected 16 million for the fiscal year three months ago.

And it's pretty clear as to why they reduced it:

https://www.sony.net/SonyInfo/IR/library/presen/er/pdf/19q1_supplement.pdf

https://www.sony.net/SonyInfo/IR/library/presen/er/pdf/19q1_sonypre.pdf

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. 

Well, if you take a look at Japan, several countries in Europe and the US, then the PS4 is down by quite a bit in most regions by about 30%.

It's possible that US retailers have ordered the console en masse in prospect of the tariffs so they'll have a complete stock before this happens. With the new Switch models incoming, they couldn't do the same with Nintendo, giving them even more space to fill up with Playstations.

In fact, it might not be the tariffs on consoles only, but since there were a slew of tariffs that came into effect yesterday, there might have been something in those that could have negatively impacted the console market.

But all this is to be taken with a heavy grain of salt. I think we'll have a clearer picture during the next quarter results.

Last edited by Bofferbrauer2 - on 03 August 2019