Nintendo Quarterly Results (Switch 52.48m, Pokemon 16m)

[peachbuggy]

trunkswd said:

RolStoppable said:

That seems completely unnecessary. Nintendo's forecast for the rest of the fiscal year (19.5m for the year, so 1.76m to go) makes it clear that there's quite a bit of excess stock after the holiday quarter, so the previous 2.5m gap you had was going to correct itself naturally to a more sensible gap between LTD shipments and sell-through. January to March 2020 is poised to have higher sell-through than shipments.

There were plenty of reports of it hard to find the standard Switch towards the end of the holidays. Plus, I wouldn't be surprised if Nintendo ends up shipping 20 million by the end of the fiscal year. 

I saw the reports too and I have heard some anecdotally as well. It seems the OG Switch was in very short supply but the lite was in good supply. So I guess your adjustments will be about right.